Managing contacts in a busy print shop can get complicated, especially when a single contact is linked to multiple companies. Luckily, InfoFlo Print now offers an improved print shop contact search feature that makes finding contacts faster and more accurate. In this blog, we’ll walk you through how this feature works, its benefits, and how it can streamline your daily operations.
What’s New in Print Shop Contact Search
Previously, InfoFlo Print only allowed searches by a contact’s primary company. This created challenges for print shops managing contacts connected to multiple companies.
With the latest update:
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You can search contacts by any linked company
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The system displays all associated companies in real time
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You can confirm the correct company before linking a contact
Example: When you type Fulano 4, the system will display Fulano Silva, who belongs to Fulano Corp and other associated companies. The primary company is highlighted, but all linked companies appear, allowing you to select the correct contact quickly.
This improvement enhances the print shop contact search, reducing errors when linking contacts to orders, invoices, or production tasks.
How to Use the Print Shop Contact Search
Using this feature is simple:
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Navigate to the Contacts section in InfoFlo Print.
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Enter the contact name or company name in the search bar.
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Review the list of contacts linked to that company.
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Confirm and select the correct contact to link.
By following these steps, print shops can efficiently manage contacts across multiple companies and prevent mistakes in their workflows.
Benefits of the Print Shop Contact Search Feature
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Faster searches: Quickly locate contacts linked to multiple companies.
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Improved accuracy: Reduce errors when linking contacts to orders or invoices.
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Streamlined workflow: Save time on production tasks and client management.
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Better visibility: See all companies connected to each contact at a glance.
Additional Tips
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The updated search interface clearly shows all linked companies for each contact.
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Two upcoming features, JS Direct custom development for printing magnets and privileged template pricing visibility, are still being finalized and will further enhance functionality.
Conclusion
The print shop contact search in InfoFlo Print simplifies managing contacts linked to multiple companies. By using this feature, print shops can reduce errors, save time, and improve overall workflow efficiency. Make sure your team takes advantage of this update to stay organized and productive.