Experience the Power of Personal Contact Management Software in Affidavits

How to create outlook signature

hello and thank you for your interest in infoflow in the next few minutes I'm going to provide an overview of the contact management features available within infoflow to begin with when clicking on a contact infoflow automatically loads the summary tab which shows you all contact information for example you can see what companies and categories the contact is linked to as well as all phone numbers email addresses and business addresses you can then click on the emails tab to view all incoming and outgoing emails linked to the contact unlike other contact management software Solutions infoflow automatically links all emails to contacts for you without having to create any rules or filters with this great feature you'll never have to search for a contact email again to send an email you can use our built-in email editor you can then click on the calendar tab to see all calendar events linked to the contact to create an appointment or send an invitation you can use our built-in calendar editor by clicking on the my files tab you can see all files linked to the contact infoflow makes it very simple to link a file to a contact simply click on the my computers button to view your local computer files and then with a simple drag and drop you can link any file or folder as well infoflow includes complete document management features such as checkout check-in Version Control and the ability to preview the version history a feature which none of our competitors can offer you can find more information about this on our document management page to view notes simply click on the notes Tab and infoflow will load all notes linked to a contact including all time stamp information and the option to edit the note to create a note simply use our built-in notes editor if you've purchased Nano PBX or fully integrated PBX you can click on the calls tab to view the incoming and outgoing call log between yourself and the contact by clicking on the recordings tab you can create voice recordings using our built-in dictation device and if you've purchased nanop pvx you could also view all all call recordings and voicemails left by the contact as well infoflow includes a unique dual panel view letting you see how a contact is related to companies categories and projects creating a simple CRM simply select companies from the drop- down menu relations list to view all companies linked to that contact as is shown in the summary page when you click on the company itself you can see all information linked to it to view the categories select categories and instantly view all categories that the contact is linked to from here you can link the contact to any new categories or remove them from a category as the contact moves along your workflow to view all projects linked to the contact simply select projects from the drop down relations list