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Settings

Custom Fields, User Permissions GDPR, Your Billing

Custom Fields (5)

  • Custom Fields Vs Tags
  • Choose Custom Field Types
  • Create Custom Fields
  • Backend Database Names For Custom Fields
  • Update Contacts with a CSV

User Management (4)

  •  Add a User, Create User Account, or Deactivate a User
  • New User Invite Process
  • How to Reactivate a User
  • User Teams

Billing Services (5)

  • Update Your Billing Information & Make a Payment on Your Account
  • Cancel Your Infusionsoft Services
  • Upgrade Your Account, Users, Or Contact And Email Levels
  • Additional Packages
  • How to view your Infusionsoft invoices

User Permissions (13)

  •  Global User Permissions
  • Add a User to the Admin or Sales Rep Group
  • User Permissions - Contact
  • User Permissions - Company
  • User Permissions - Opportunities
  • See More

Privacy & Compliance (12)

  • GDPR Settings
  • GDPR FAQ
  • GDPR Anonymize a Contact
  • Apply GDPR Tags To Checkboxes
  • Create GDPR Tags
  • See More

Articles

Task Note Report
The task note report allows you to view pending and completed tasks for all users in your application. Go to Admin > Reports Click Task Note Report Edit the Search Criteria as needed Click Search  Review or manipulate the report as n...