How do I set a Template as Default?
- Click
'Settings'and select'Preferences'from the Ribbon Toolbar. - Select
'Document-Templates'from the left navigation menu. - Select the template you would like to set as default and click
'Set as Default'
InfoFlo CRM Knowledge Base
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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)