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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Contact Record

The Contact Record Section has many options that you can configure for the page. Infusionsoft has one option within the User Settings to specify which Tab to open on the Lower Tabs (Second Row), but none for the Upper Tab! The Extension Upper and Lower Tab Options give you flexibility of setting either of the […]

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Merge Contacts

The Merge Contacts only has one option which allows you to be able to swap the ID numbers when merging contacts. NOTE: Infusionsoft does not allow you to change the ID numbers when merging Contacts. Although I do not why this is not allowed, because it does not matter when merging contacts via the API. […]

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Company Record

The Company Record Options allow you to just control the Tabs when showing the company record. The “Automatically Click on Tab When Mouse Pointer is Over it” option allows you to save clicking on tabs, by just hovering the mouse pointer over the tab instead. You can specify the delay in seconds in automatically clicking […]

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Opportunity Record

The Opportunity Record Options allow you to adjust the Auto Tab and File Box Features. The “Automatically Click on Tab When Mouse Pointer is Over it” option allows you to save clicking on tabs, by just hovering the mouse pointer over the tab instead. You can specify the delay in seconds in automatically clicking on […]

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