System Setup

When you first start with infoodle, there may be a few settings that need to be configured. infoodle will set up as much as possible for you but if you add any features, you may need to go to system set up to configure these. Normally, once they are...

This is where you set up your site landing page (login screen) welcome message and add your logo, set the location and language used. In order to have the greeting on your landing page like below, enter the text in the welcome page message box...

infoodle allows you to add your own company/organisation logo to the system. To do this: Click Administration on the Navigation bar/menu. Next click System on the System Administration page. Under Site Settings click on Update logo ...

Corporate email footer This is where you write your footer or disclaimer that will appear at the base of all emails sent via your infoodle site. To edit, just click in the box and edit, then scroll down and click on Save at the bottom of the page....

Text & Phone Settings - options Country prefix - Enter your country code. i.e. for New Zealand 64, for USA 1, for UK 44 Suggested Phone Formats - allows you to create a list of formats shown as options when the user enters a phone ...

Text Anywhere ( formerly called Green Text ) provides for a few options in respect to how the message is sent, and in particular how the 'from' is processed. This determines where the replies are sent to. Set the "send from number" to one of the fol...

The following settings need to be added to the Text & Phone Settings when you select the Text Gateway Provider to be Twilio: Project Account SSID - this is the account number that will be on the invoice from Twilio and is also available on...

The assumption is that your letters will be produced on letter headed paper and as such you will need to leave a gap at the top of the page. This setting determines that gap. You will need to set the space in mm from the top of the page where ...

To configure your People settings follow these steps: Default country - This area sets the country location. Simply select from the dropdown list. Default privacy setting for new people - When you are entering a new person, the add new...

Dates are used throughout infoodle and times are used for sending email and texts, as well as for events, etc. To configure your Time and Date formats follow these steps: Default time zone - This is the timezone your system operates in. ...

If you have the finance package you will need to complete the settings in the screenshot below. To get to this screen go to Administration | System | Finance. Current GST Rate (or VAT rate) This is used in some places to calculate the tax ap...

Before you start - ensure you have the correct permissions in Xero that allow you to connect a Connected App to your account. More details can be found on the Xero website: https://central.xero.com/s/article/Getting-started-with-Xero-Connected-Ap...

The infoodle Library Kiosk is designed to enable you to safely publish selected areas in your library for public searching and booking out. Its planning has been around the idea of a book library. With this system you can record all the books you ...

infoodle allows you to list sensitive words that will be replaced with other words in emails and statements. These are applied when: Emailing statements, the email and statements are checked. When these words or phrases are found, the follow...