This feature is available to all users
Info is how you track information on individuals in Action Builder. The Info tab of an individual's profile page lets you see all active Fields and view any responses. You can also search and add new responses from this tab.
In the Info tab, you can view all Info associated with an individual. The Info is grouped by Section, then Field.
In the screenshot above:
- The Sections shown are called "Demo" and "Example".
- The Fields are "Testing" and "Example Tag 1".
- The Responses are "One", "Three", and "Example 1".
Note that in the profile view, all active Fields will appear regardless of whether the individual has a response for that category.
Next to each response there are three dots that if clicked on will allow you to edit or remove the response.
Using the search bar, you can search for Info based on the response name or any notes associated with it. The search bar is dynamic.
To add a new Info, use the "+" or "Add Info" button, or use the "+ Add" button next to any Field.