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InfoFlo CRM Knowledge Base

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Contact Summary Page

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Each user can modify their contact summary page.

To edit your summary page click settings-preferences-contact-summary

  • Visibility– To hide any of the blocks (Details, Custom Fields, Categories, Admin, Projects) or activities (Emails, Notes, Calendar, Opportunities, Tasks) on your summary page uncheck the boolean in the visible column.
  • Item #– To decrease or increase the number of items or blocks visible on your summary page click inside the items cell and enter the number you prefer (details, custom fields and Admin number cannot be changed).
  • Order– A user can change the order of the blocks on their summary page by clicking on the up or down arrow on the top right hand corner.