--- title: "The infoodle Menu" slug: "infoodle-menu" tags: ["Menu", "Pricing", "Packages", "Basic", "Introduction", "Quick Access", "Welcome", "Navigation", "New", "Support", "Capacity"] updated: 2026-03-29T22:28:47Z published: 2026-03-29T22:28:47Z --- > ## Documentation Index > Fetch the complete documentation index at: https://help.infoodle.com/llms.txt > Use this file to discover all available pages before exploring further. # 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. ## The Menu Bar The menu bar is what gives you access to the various areas within infoodle. Only the following areas will open additional menu options when you **hover over their icons**: - People & Organisations - Groups - Contact - Finance - Your profile ![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-1ANQWGQF.png) --- ### Collapsable Menu For the pages that have sub-menus, you can collapse and open them by clicking the **double arrow.** ![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-UWEVSFV0.png) ### Search Bar At the top of infoodle there is a search bar ![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-WNDIIEYX.png) Use the **drop-down menu** to change what you want to search for: name, household, email, etc. This list can be changed in the [custom fields area](/v1/docs/manage-fields). Search results will display while you're typing. Once the required result is displayed you can click on it and you will be sent to your searched result. By default, only active profiles will be search for. Selecting the **Archived** checkbox will extend the search to the profiles that have been archived. This is only shown when **Can see Archived** is enabled in your [role.](/v1/docs/roles) --- ## The Quick Action Toolbar ![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-9XTJKLMC.png) ### 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**](/v1/docs/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 ![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-FHTQLFKF.png) 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** contact records that are no longer needed. Archived contacts to not count towards your database total but can be accessed if required. [Archiving a Person](/v1/docs/archiving-a-person) If you are over capacity and unable to reduce your active contacts by archiving, then it's time to [increase your database capacity](/v1/docs/upgrade-my-plan) to the next pricing band. To archive profiles, see [Archiving a Person](/v1/docs/archiving-a-person) ### Who is online ### Email This is only available to those who have the email [package](/v1/docs/packages-and-views) and have the [role](/v1/docs/roles) function. Click this icon to go to your infoodle [inbox](/v1/docs/infoodle-inbox-1). The count shown is the number of unread emails you have. ![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-TXVYFBRR.png) ### The + (add) icon This icon provides quick access to adding data. The options available will depend on your [role.](/v1/docs/roles) ![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-OFBB5GMH.png) ### Administration Cog This allows you to access many administration areas of infoodle. Most of these however are only available to the [administrator role](/v1/docs/administrator-permissions). ![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-PBAVGRGQ.png) From here you can access: - [Administration settings](/v1/docs/administration) - [Workflows](/v1/docs/workflows) - [Phone app](/v1/docs/infoodle-app) - [Roles](/v1/docs/roles) - [Group types](/v1/docs/group-types) - [Payment methods](/v1/docs/payment-methods) - [Custom fields](/v1/docs/custom-fields-1) - [Site statistics](/v1/docs/site-statistics) - [Billing](/v1/docs/billing) ### Help The help button allows you to access all of the help information you need. ![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-K6RUZHEA.png) The link at the top 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. #### Help Videos This link will present the [Quick Videos](/v1/docs/quick-tips), and [Training Videos](/v1/docs/recorded-training). #### Help This link takes you to the help documents for all topics. #### Getting Started This is a page contains a list of functions applicable to your role. There are help document links and videos for most functions - and it tracks your state of completion. #### Search Help You can type here to search within the help documents. #### infoodle Support This opens the support button. This provides quick access to popular help pages and the ability to search the help documentation. It also provides a link to register a support request with the team. #### Recent updates We post information on important updates. A count will show if there are any you have not read. ## Related - [Adding a Household/Organisation](/adding-a-householdorganisation.md) - [Dashboard](/dashboard.md)