The infoodle Menu

The infoodle Menu consists of two main parts, the Menu Bar on the left, and the Quick Access Toolbar across the top of the page. There is also a support button at the bottom of the Menu Bar that offers support documentation and the ability to lodge a support ticket.

The Menu Bar

The Menu Bar is what gives you access to the various areas within infoodle. Some areas will expand once you've clicked on them to preset sub-menus such as People & Households below:

infoodle has a default logo on the Dashboard - this can be personalised by adding your own logo.

For more information on adding a logo, see Adding your logo.

At the bottom of the Menu Bar there is a button for Support if you need it. Next to this button shows how many people are currently logged into the site:

The Quick Action Toolbar

At the top of infoodle there the Collapse Menu icon, the search facility, a capacity indicator, the + symbol for adding a Person or Household (Organisation), an Event, etc, indication of email arrival into your infoodle mailbox, access to the Help documents and access to your profile.

1. Collapse Menu Icon

Select this icon to reduce the width of the menu - as a result, the viewable area of the main workspace is increased.

Select it again to switch the menu back to full width.

2. Search Bar

You can search for people and households (or organisations) by selecting the appropriate search option and entering the text to search for, eg, a first or last name. Search results will be displayed while you're typing. Once the required result is you can select it and the profile will be displayed.

You can select the search field to search by, by selecting the drop-down arrow and select the option to search by. eg, Name, Household (Organisation) Name, email address, etc.

By default, only active profiles will be search for. Selecting the Archived checkbox will extend the search to the profiles that have been archived.

3. Capacity Indicator

The Capacity indicator located at the top right of the screen, is a quick way to get an overview of your total Active Contacts and current Database Capacity.

This data is updated overnight, or when you view the Site Statistics.

The indicatations are:

Green - within your current capacity - no action required
Orange - close to capacity - consider increasing capacity, or archiving contacts
Red - over capacity - you will need to increase capacity, or archive contacts

Hover the mouse cursor over the indicator to view more detailed information, including:

• The number of Active Contacts in the database
• Your current Pricing Band
• The percentage in use of the Pricing Band

If you are close to, or have gone over your current database capacity, the number of Active Contacts can be reduced by archiving no longer needed contact records.

Archived contacts to not count towards your Database Total, but can be accessed if required.

If you are over capacity and unable to reduce your active contacts by archiving, then it's time to increase your database capacity to the next pricing band.

4. The + (add) icon

5. Email

6. The Help Button

The Help section on the Quick Action Toolbar is a very useful resource to help a users understanding how infoodle works. This Help button links to help documents as well as video content covering quick help solutions and full training sessions.

The topmost link is a dynamic link which changes depending on the current page you are on. Clicking this link will take you to the page with the most relevant help documents for your current page.

This link will present the Quick Videos, and Training Videos.

This link takes you to the help documents for all topics.

You can register with the infoodle forum on Slack to communicate directly with the infoodle team.

This opens the Support button, as mentioned above.

We post information on our monthly development updates here.