VIDEO: Introduction to infoodle: Basic Training
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VIDEO: Introduction to infoodle: Basic Training

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Article summary

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

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