Difference between “Apply” and “OK”
Apply– Updates the form with the information added but does not close out the form.
OK– Updates the form with the information added and also closes out the form.
InfoFlo CRM Knowledge Base
Search Knowledge Base by Keyword
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- Blocked InfoFlo Port
- Configure a Static IP for InfoFlo
- Create New InfoFlo Database
- Disable InfoFlo User
- How do I add an InfoFlo User?
- How do I assign Add-ons to Users?
- How do I determine the IP of my computer?
- How do I edit an InfoFlo user?
- How do I obtain my Windows version and hardware information?
- How do I start the InfoFlo Service Manually
- How do I start the InfoFlo Service?
- How to change an InfoFlo user password
- How to modify the server TCP and HTTP ports
- InfoFlo Online Forms
- Installing InfoFlo Client on Terminal Server
- Ping Server IP
- Run InfoFlo on Multiple Profiles
- Show all articles ( 3 ) Collapse Articles
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- Find Duplicates
- How do I add a Contact to a Category?
- How do I add a New Company?
- How do I add a Secondary Email to a Contact?
- How do I add Multiple Contacts to a Category?
- How do I Add New Contact?
- How do I create a new Sub-Category?
- How do I link a Contact to a Sub-Category
- How do I View Contact, Company, Category and Project Entities?
- How do I view Information Linked to a Contact?
- Linking Companies to Categories
- Merge Duplicate Contacts and Companies
- Sort Contacts By Last Name or First Name
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- How do I create a new copy of a file and link it to a contact, company or project (Paste as Copy)?
- How do I create a New Folder and Upload a file within the My Files tab?
- How do I drag a file from My Computer and upload it to a Contact, Company, Category or Project?
- How do I link a file to another contact, company or project (Paste as Link)?
- How do I link a file to another contact, company or project and remove the file from the original entity it is linked to (Cut & Paste)?
- How do I upload a file to a contact, company, category or project?
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- How do I create a new copy of a file and link it to a contact, company or project (Paste as Copy)?
- How do I create different versions of my documents and files?
- How do I create document categories?
- How do I drag a file from My Computer and upload it to a Contact, Company, Category or Project?
- How do I link a file to another contact, company or project (Paste as Link)?
- How do I link a file to another contact, company or project and remove the file from the original entity it is linked to (Cut & Paste)?
- How do I view and revert my document or file to a previous version?
- How do I view local files within the My Files tab?
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- How can I automatically link emails to a Project using a Project ID?
- How do I add a Secondary Email to a Contact?
- How do I populate Unknown Emails to a new Contact and automatically link it to a Company?
- How do I populate Unknown Emails to a new Contact?
- How do I Test my Email Account?
- How do I view my emails?
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- Configure a Static IP for InfoFlo
- How do I assign Add-ons to Users?
- How do I determine the IP of my computer?
- How to change an InfoFlo user password
- InfoFlo Upgrade Method
- Installing InfoFlo Client on Terminal Server
- Ping Server IP
- Run InfoFlo on Multiple Profiles
- What do I need to provide in order to have InfoFlo installed for me?
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- Advanced Permissions
- Contact Summary Page
- Editing Entity and Activity Names
- How do I change activity date range?
- How do I change the Look and Feel of InfoFlo?
- How do I use a different Language?
- Linking Options- How do I automatically share a Company when sharing a Contact and/or share a Contact when sharing a Company?
- Mandatory Fields
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- Add Contact/Company to Project
- How can I automatically link emails to a Project using a Project ID?
- How do I add a Project Priority?
- How do I add a Project Priority?
- How do I add a Project Status?
- How do I add a Project Type?
- How do I add I create a note for a Project?
- How do I change the Permissions for a Project?
- How do I create a new calendar event for a Project?
- How do I create a New Project?
- How do I create a New Project?
- How do I create a Task for a Project?
- How do I link a Project to a Category and Share it with other Users?
- How do I link an email to a contact within a Project?
- How do I link an email to a Project?
- How do I open a port for InfoFlo Server in Windows Firewall?
- How do I uninstall InfoFlo Server?
- How to add a contact to a Project?
- Project- Workflow
- Show all articles ( 4 ) Collapse Articles
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- Creating Contact Labels Via Avery Label Wizard
- How do I add a Start Date and Due Date to a Report?
- How do I add Relations to a Report?
- How do I create a new Report?
- How do I customize and add custom fields to my Report?
- How do I export my Report to XLS, PDF, HTML and more?
- How do I export my Report?
- How do I search within the last number of days?
- Report- Contacts linked to Category
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- Blocked InfoFlo Port
- Disable InfoFlo User
- How do I assign Add-ons to Users?
- How do I create SQL tables for an InfoFlo instance?
- How do I determine the IP of my computer?
- How do I enable TCP/IP protocol for use with an existing SQL server installation?
- How do I obtain my Windows version and hardware information?
- How do I uninstall InfoFlo Client?
- How to change an InfoFlo user password
- How to modify the server TCP and HTTP ports
- InfoFlo Installation Steps:
- Installing InfoFlo Client on Terminal Server
- Ping Server IP
- QuickBooks Desktop Installation
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- Clear the Client Cache Manually
- Find Duplicates
- How do I capture a screenshot?
- How do I fix 'Failed to connect to server'?
- How do I obtain my log files?
- How do I reindex the InfoFlo database
- How do I start the InfoFlo Service Manually
- How do I Test my Email Account?
- How to clear InfoFlo Database
- Language File Missing Due to Anti Virus Removal
- Manually kill the client process in Windows
- Merge Duplicate Contacts and Companies
- My firewall, proxy or anti-virus software is blocking InfoFlo CRM
- Ping Server IP
- Server Log Files
- Spell Checker- Fix
- Why My InfoFlo Client is Disconnecting?
- Show all articles ( 2 ) Collapse Articles
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- How do I Add a Contact to a Category? (video)
- How do I Add Multiple Contacts to a Category? (video)
- How do I Clear the User Cache? (video)
- How do I create a New Note linked to a contact?
- How do I create a New Task?
- How do I create Document Templates and Link them to Contacts? (video)
- How do I import from Excel/CSV? (video)