Linking Options- How do I automatically share a Company when sharing a Contact and/or share a Contact when sharing a Company?
- From the InfoFlo interface, click
'Settings'
-> click'Preferences'
to open the Preference Settings window. - Select
'Linking Options'
from the left hand panel. - Here you can choose between:
- When I am linking a contact to a category:
- I want to link all related companies to this category also
- I do not want to link any of the related companies.
- When I am linking a company to category:
- I want to link all related contacts to this category also
- I do not want to link any of the related contacts.
- When I am linking a contact to a category:
- Click
'Apply'
to apply the changes or'OK'
to apply the changes and close the window.