VIDEO: Introduction to infoodle: Basic Training

Topics Covered

• 00:00 Introduction
• 00:45 How to log in
  • 00:48 Direct log in
  • 01:25 Log in through infoodle.com
• 02:30 Dashboard - adding widgets and setting up
• 04:13 Navigation - how to access the major sections of infoodle
• 07:10 Quick Access Bar - searching for contacts, capacity of the system, who's online, Email Inbox, Quick Add, accessing the Administrations system, logging out
• 09:50 Accessing Help - Help system, Videos, searching the Help system, creating an infoodle support ticket
• 10:40 Contact's Profile - what are these, what can they display, how are profiles set up, and how can I new or additional contacts
  • 18:10 Notes - setting up and adding
  • 22:20 To-Do Tasks - adding a new task and completing
  • 26:55 Adding People and household/organisations
  • 29:00 Moving contacts from one household (organisation) to another, or associating with another household
• 31:40 Groups
• 39:20 Contact - Email, Letters, Texts
• 51:55 Reports
  • 58:00 Reports Schedule
• 59:45 Forms
  • 59:50 Build Form
  • 1:06:45 Form Settings
  • 1:07:50 Email Response
  • 1:09:05 Publishing the Form
  • 1:09:45 Form Responses
• 1:12:30 Conclusion - how to obtain support