Contacts

The Contacts Section allows you to control the two particular items in the Interactive View Contact Action Bar. The “Show Opportunities Icon in the Contact Action Bar” option allows you to view the opportunities for that contact. To make this work, you need to make sure you have your Infusionsoft Account setup with the API […]

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Products

The Products Options only has one option to allow you to show the Product ID Column in the table. When this option is enabled, an ID column is added into the Products table. The ID column can also be sorted as well when clicking on the Column Heading. Note, when you click on the “Opportunity” […]

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Automation Links

The Automation Links Options allows you to change the options for the Automation Links only. Enable Immediate Deletion of Automation Link – This will change the Delete Link to immediately delete the Automation Link without any confirmation prompt. Show Hover Popup on Automation Link – If you hover over the name of the Automation Link […]

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Campaign Builder

The Campaign Builder Options allows you to control the Toolbox and Send HTTP Post Contact Testing. This option will show a Links button alongside the Merge button when editing emails. Clicking on this button will show the Opt In / Opt Out / Confirmation / Automation Links popup window which will allow you to insert […]

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Campaigns

The Campaigns Options allows you to control the Explorer view with the Campaigns page. This view gives a more structured view of the Campaigns helping you to find a campaign more easily. Note, to make this view fully work, you need to setup the character separator and your campaign names. The view allows up to […]

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