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View Contact Information with CRM View

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InfoFlo Pay lets you view all information related to the contact using a unique CRM View. Please read below for more information:

  1. Select “Contacts” from the left hand menu.
  2. 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.
  3. Click on the “Estimate” tab to view all estimates related to the contact.
  4. Click on the “Invoice” tab to view all invoices related to the contact.
  5. Click on the “Subscription” tab to view all subscriptions related to the contact.
  6. Click on the “Recurring Invoice” tab to view all recurring invoices related to the contact.
  7. Click on the “Statement” tab to view all statements related to the contact.
  8. Click on the “Projects” tab to view all projects related to the contact.
  9. Click on the “Time Log” tab to view all Time Logs related to the contact.