VIDEO: Introduction to infoodle: Basic Training
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VIDEO: Introduction to infoodle: Basic Training
- 1 Minute to read
- Print
- DarkLight
Article summary
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Topics Covered
- 00:00 Introduction
- 00:45 How to log in
- 00:48 Direct log in
- 01:25 Log in through infoodle.com
- 02:30 Dashboard - adding widgets and setting up
- 04:13 Navigation - how to access the major sections of infoodle
- 07:10 Quick Access Bar - searching for contacts, capacity of the system, who's online, Email Inbox, Quick Add, accessing the Administrations system, logging out
- 09:50 Accessing Help - Help system, Videos, searching the Help system, creating an infoodle support ticket
- 10:40 Contact's Profile - what are these, what can they display, how are profiles set up, and how can I new or additional contacts
- 18:10 Notes - setting up and adding
- 22:20 To-Do Tasks - adding a new task and completing
- 26:55 Adding People and household/organisations
- 29:00 Moving contacts from one household (organisation) to another, or associating with another household
- 31:40 Groups
- 39:20 Contact - Email, Letters, Texts
- 51:55 Reports
- 58:00 Reports Schedule
- 59:45 Forms
- 59:50 Build Form
- 1:06:45 Form Settings
- 1:07:50 Email Response
- 1:09:05 Publishing the Form
- 1:09:45 Form Responses
- 1:12:30 Conclusion - how to obtain support
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