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InfoFlo CRM Knowledge Base

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What is the Ribbon Toolbar?

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The Ribbon Toolbar allows you to do common actions in the InfoFlo user interface. This includes actions such as (you may have less if you do not have all the add-ons installed):

  • New Contact
  • New Company
  • New Category
  • New Project
  • Edit Category
  • Delete Category
  • New Email
  • New Appointment
  • New Note
  • New Task
  • New Bulk Email
  • New Letter
  • New Others
  • Gadgets
  • Search
  • Settings
  • Tools
  • PostureDoc