The Directory

The directory on the infoodle app is a powerful feature designed to give useful information to those to whom you have given access.

1. Searching for a contact
   Using the search options of Name, Address, Email etc. you can search for people in a variety of ways.
2. 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.

3. 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.