Contact Record

Auto Tab

When you hover over the Upper and Lower Tabs in the Contact Record they will automatically show.  This reduces the need to click the tab every time you need to open them.

Tag List

If you have a lot of Tags being listed, it can make the General Tab very large.  The Extension has options to adjust the appearance of the Tag List making it more friendly to use.

Notes

You can make the Notes section show the full description of the notes.  In addition, the creation date of the notes can also be made to appear in the table.

Recent Email History

Hover the mouse pointer over the Form Submission link to show a preview of the form.

Form Submissions

Hover the mouse pointer over the Form Submission link to show a preview of the form.

File Box

You can preview the file by hovering the mouse pointer over the link.  Alternatively, the contents of the files can also be embedded into the page.  Download and Delete options can be added to help to bulk download and deletions.

Note, only Text, HTML and Image file types are currently supported.

Tags

Merge Contacts

Search Contacts

A new Search column is added into the Tags table allowing you to easily find the contacts associated to that Tag.

When the Search link is clicked for the Tag, the Contacts Search page is opened in a separate web tab, and a search is performed automatically.

All Number of People

An additional button will appear in the Tags page allowing you with one click show the number of people for the list of the tags listed.

If your Infusionsoft Account has a low number of Tags is, then the number of people will be shown by default.

Swappable IDs

You can toggle an option to allow the Contact IDs to be swapped around.

Opportunity Record

Company Record

Auto Tab

When you hover over the Upper and Lower Tabs in the Opportunity Record they will automatically show.  This reduces the need to click the tab every time you need to open them.

File Box

You can preview the file by hovering the mouse pointer over the link.  Alternatively, the contents of the files can also be embedded into the page.  Download and Delete options can be added to help to bulk download and deletions.

Note, only Text, HTML and Image file types are currently supported.

Auto Tab

When you hover over the Upper and Lower Tabs in the Contact Record they will automatically show.  This reduces the need to click the tab every time you need to open them.