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

Linking Options- How do I automatically share a Company when sharing a Contact and/or share a Contact when sharing a Company?

You are here:
  • KB Home
  • Preferences
  • Linking Options- How do I automatically share a Company when sharing a Contact and/or share a Contact when sharing a Company?
< Back
  1. From the InfoFlo interface, click 'Settings' -> click 'Preferences' to open the Preference Settings window.
  2. linking_options

  3. Select 'Linking Options' from the left hand panel.
  4. Here you can choose between:
    • When I am linking a contact to a category:
      • I want to link all related companies to this category also
      • I do not want to link any of the related companies.
    • When I am linking a company to category:
      • I want to link all related contacts to this category also
      • I do not want to link any of the related contacts.
  5. Click 'Apply' to apply the changes or 'OK' to apply the changes and close the window.