The Opportunity Record Options allow you to adjust the Auto Tab and File Box Features.

 

 

Auto Show Tab

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.

emc_opportunity_record_auto_show_tab

 

Button Bars

The Button Bars Options allow you to setup button bars for the Top, Middle, and Bottom of the Contact Record page.  When activated you can assign specific buttons that do specific tasks on the page.

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An example of how the Options can be configured.  To quickly set up some buttons, just select the Action, and press the “+” button to add in another button.

emc_button_bar_options

Action – The following buttons can be added to the page.

  • Add Appointment – Opens the Popup.
  • Add Task – Opens the Popup.
  • Form Submissions – Jumps to the Forms Submissions section.
  • FTP – Opens a FTP Connection (See more info below).
  • Notes – Jumps to the Notes section.
  • Notes – View all – Opens the Popup.
  • Page – Bottom – Jumps to the Bottom of the Page.
  • Page – Top – Jumps to the Top of the Page.
  • Recent Email History – Jumps to the Recent Email History section.
  • Send Email – Opens the Popup.
  • Tabs – Upper – Jumps to the Upper Tabs.
  • Tabs – Lower – Jumps to the Lower Tabs.
  • Website – Opens a Website URL(See more info below).

Display – The Button Display can be configured to show Text, Icon, or Icon and Text.  The Result of the configuration will appear to the right of the row you are on.

Text – The Text to appear for the Button, it will override the default button text.

Icon URL – The URL for the icon to show in the button.

Note, for the Icon to work correctly, you need to provide a URL (Web Address) to the picture you would like to see.

 

FTP – When selecting the “FTP” action, you will be presented with further options which are related to FTP activity.  You can specify the Host, Username, Password, Port and Paths.  This information can be obtained via the Contact Record or Opportunity Record Custom Fields.  If you need to specify a more hardcoded value, then use the “Custom Value” option, and specify the information in the “Custom” field.  When clicking on the FTP button, it will open a new tab and make a FTP connection to the host.

 

Website – When selecting the “Website” action, you will be presented with a different set of options.  You can specify the URL and Parameters.  This information can be obtained via the Contact Record or Opportunity Record Custom Fields. If you need to specify a more hardcoded value, then use the “Custom Value” option, and specify the information in the “Custom” field.  When clicking on the Website button, it will open a new tab and open the URL.

General Tab

 

Relabel the Opportunity Record Section Titles – Enter the names of any of the General Tab Section Titles you would like to relabel.

Hide sections within the Opportunity Record – The box allows you to hide specific sections in the General Tab.  You just select the sections you wish to hide.

 

Contact Tags Tab

Show Contact Tags Tab – When enabled a Contact Tags Tab is added to the Opportunity Record.

Sort Order – You can specify the default sorting order of the Contact Tags when they appear.

 

Tasks Tab

Integrated Add Note – Please see the Integrate Add Note page for more information.

 

Notes History

Please see the Notes Options page for more information.

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

 

KB - Infusionsoft - CRM - Contact Record - File Box

Show Download All Files Button – Adds a button to allow you to download all the Files in one go.

KB - Infusionsoft - CRM - Contact Record - File Box - Download All Files

Show Delete All Files Button – Adds a button to allow you to delete all the Files in one go.

KB - Infusionsoft - CRM - Contact Record - File Box - Delete All Files

Change Delete links to immediately delete file – This will make the Delete links go Red.  If you click on them, it will immediately delete the file with no warning. Show File Preview Hover Popup – When hovering over the “Download” link for the file, a popup will appear showing you the file.

KB - Infusionsoft - CRM - Contact Record - File Box - Hover Preview

Show File Contents within Page – Enabling this option will embed the contents of the file within the Attached Files Table. NOTE: If you do enable this option, the page will take longer to load, depending on the number of files and their sizes that have to be loaded.

KB - Infusionsoft - CRM - Contact Record - File Box - Embedded Content