Handy tips for X-Info Connect

Q1: My Connection Explorer Window has disappeared; is there a way to restore it?

A1: The default layout can be reset if required under the View Menu. This will restore any windows that have been closed. To do this select View > Reset Panel Layout.

Q2: Is communication filtering possible while on the Communication Tab?

A2: Yes. To allow communication filtering select User Preferences > Lists and then tick the checkbox on for “Allow communication filtering”. This will allow you to apply various filters to the Communication Tab.

Q3: There is an Entity that is linked to multiple Projects Groups in the Connection. Is it possible to view all Communications for that Entity without clicking wherever the Entity is linked in the Connection?

A3: Yes, it is possible to view all communications related to an Entity. To do this, click on the Entity and navigate to the Communications Tab. Then select the “Show all communications for this entity” button from the toolbar. All communications will now display in the Communication Summary field, the communications in blue are those that have been entered at a different area in the Connection.