FREE 30 DAY TRIAL

Try InfoFlo for free!
The trial is fully functional and offers feature of the product for you to try.
Get your free trial of InfoFlo here.

Contact Info
148 Sheppard Ave West
Toronto, Ontario M2N 1M8
sales@infoflosolutions.com
US: +1 (646) 465-7676
Toll Free: +1 (855) 463-6356
Follow Us
InfoFlo CRM Knowledge Base

Search Knowledge Base by Keyword

Contact Summary Page

You are here:
< Back

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.