Usage Guide
Contacts
The Contacts Section allows you to control the two particular items in the Interactive View Contact Action Bar. The “Show Opportunities Icon in the Contact Action Bar” option allows you to view the opportunities for that contact. To make this work, you need to make sure you have your Infusionsoft Account setup with the API Key. Note, if you use the “Show Contacts Action Bar” option it will make all the action bars appear on the page. This may make it confusion on which contact record it belongs to. Example picture showing both options in use. You will notice the Opportunities Icon to the right side of the Contact Action Bar.
Contact Record
The Contact Record Section has many options that you can configure for the page. Infusionsoft has one option within the User Settings to specify which Tab to open on the Lower Tabs (Second Row), but none for the Upper Tab! The Extension Upper and Lower Tab Options give you flexibility of setting either of the two tabs. You can also set it to remember the Last Selected Tab, so the next time you visit the Contact Record, it will automatically go to the tab. The “Automatically Click on Tab When Mouse Pointer is Over it” option allows you to save clicking on tabs, by just hovering the mouse pointer over the tab instead. You can specify the delay in seconds in automatically clicking on the tab. General Tab The General Tab Options allow you to setup the Duplicate Email Checking options, and chan...
Merge Contacts
The Merge Contacts only has one option which allows you to be able to swap the ID numbers when merging contacts. NOTE: Infusionsoft does not allow you to change the ID numbers when merging Contacts. Although I do not why this is not allowed, because it does not matter when merging contacts via the API. Swapping the ID numbers has no affect to the merging of the Contacts. If you in doubt, then trying merging some dummy contacts first.
Company Record
The Company Record Options allow you to just control the Tabs when showing the company record. The “Automatically Click on Tab When Mouse Pointer is Over it” option allows you to save clicking on tabs, by just hovering the mouse pointer over the tab instead. You can specify the delay in seconds in automatically clicking on the tab. The Company Record Options allow you to just control the Tabs when showing the company record. The “Automatically Click on Tab When Mouse Pointer is Over it” option allows you to save clicking on tabs, by just hovering the mouse pointer over the tab instead. You can specify the delay in seconds in automatically clicking on the tab.
Opportunity Record
The Opportunity Record Options allow you to adjust the Auto Tab and File Box Features. The “Automatically Click on Tab When Mouse Pointer is Over it” option allows you to save clicking on tabs, by just hovering the mouse pointer over the tab instead. You can specify the delay in seconds in automatically clicking on the tab. File Box The File Box Tab Options allow you to Download All Files, Delete All Files, or Preview the Files in a Hover Popup or embedded into the Page. NOTE: The File Box can currently only preview these file types: .bmp, .gif, .jpeg, .jpg, .html, .png, .tiff, .txt Show Download All Files Button – Adds a button to allow you to download all the Files in one go. Show Delete All Files Button – Adds a button to allow you to delete all the Files in one go. Change Delete links ...
