View Contact Information with CRM View
InfoFlo Pay lets you view all information related to the contact using a unique CRM View. Please read below for more information:
- Select “Contacts” from the left hand menu.
- Click on any contact name. By default this will load the “Contact Info” tab where all contact information can be viewed.
- Expand “View address information” to view contact address information.
- Click on the “Estimate” tab to view all estimates related to the contact.
- Click on the “Invoice” tab to view all invoices related to the contact.
- Click on the “Subscription” tab to view all subscriptions related to the contact.
- Click on the “Recurring Invoice” tab to view all recurring invoices related to the contact.
- Click on the “Statement” tab to view all statements related to the contact.
- Click on the “Projects” tab to view all projects related to the contact.
- Click on the “Time Log” tab to view all Time Logs related to the contact.