Tips and Tricks

Mipela Support teams hints and tips for your X-Info Suite

Q1: How do I confirm that my record has saved after I’ve completed it?

A1: For User’s peace of mind, capture activities can now be configured to display the record or data captured when complete. This is a valuable feature that can enable continuous workflow for users. The object relating to the data will be displayed once the User selects Done for the activity.

Below is an example of what a User is presented with after Adding a Communication.

Q2: How do I export data from my Searches in X-Info WebConnect?

A2: Search result lists and data displayed in a table can be exported to a .csv file for external use. Once you have the results you’re searching for, you can:

  • Export to CSV using the CSV icon as highlighted below

  • Print to PDF
    • Select the Printer icon
    • Select Print All to Print All results or Print Current to only print the current page
    • Select PDF from the printer options.

Q3: Should I be using a certain browser for X-Info WebConnect?

A3: We recommend using Chrome or Edge for optimal performance. Firefox is not supported.

If you would like further information or assistance, please contact the Mipela Support Team on 1300 857 870 or at support@mipela.com.au.

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