The directory on the infoodle app is a powerful feature designed to give useful information to those to whom you have given access.
- Searching for a contact
Using the search options of Name, Address, Email etc. you can search for people in a variety of ways. - Contact profile screen
The profile screen includes an image which can be clicked to show it full screen.
Depending on your role - there are also tabs for -
- Data: Show the custom fields with data
- Note: Notes that you can see. You can also add new ones and edit them based on your role and the permission of the notes.
- To Do: To Dos that you can see. You can complete To Dos from this screen also.
- Thee dots menu (top right)
When this is available, based on your role, it provides for 2 additional menu items:
- Workflow: You can provide workflow functions to users. To appear in this menu, a workflow must have the trigger of "Manually, from the Mobile App". In addition it must be available to any user, or any user who is full member/administrator of a specific group.
- Edit: Clicking this toggles the edit mode options which enables users to edit their name, phone, email and address details. For each of these they can configure their privacy options also.