Intelliflo (iO)
This video walks you through how you can easily integrate Genovo with Intelligent Office (iO), the back office software from Intelliflo. It will also show y...
Wed, 13 May, 2020 at 4:44 PM
It’s really easy to integrate your iO and Genovo accounts. Requesting the app via the iO app store Just login to your iO account, head over to the i...
Thu, 30 Jan, 2020 at 1:54 PM
A few of the fields in the Genovo Client library are not currently integrated. This could be for one of two reasons: 1) There is no corresponding field ...
Mon, 25 Jan, 2021 at 3:17 PM
The iO API is not currently extensive enough to populate all of the Genovo plan-related fields. However, it does cover a significant number of the fields yo...
Thu, 28 Jan, 2021 at 8:30 AM
The clients you pull across from iO will be stored in the Client Library within Genovo. If you’re subscribed to a multi-user Company Plan and Share Cli...
Tue, 16 Feb, 2021 at 2:19 PM
Having created an integrated client within Genovo, you can refresh / update the data contained in the integrated fields at any time. To refresh an integrate...
Thu, 16 Aug, 2018 at 12:17 PM
It is also possible to convert an existing non-integrated client that’s already saved within the Client Library into an integrated client. This has a number...
Tue, 16 Feb, 2021 at 2:34 PM
When building a report for an integrated client, you can pull details of their plans from iO into the following review sections: - Review of Your Existi...
Tue, 16 Feb, 2021 at 2:42 PM
Having added a plan for an integrated client within Genovo, you can really easily update the data contained in the integrated fields at any time, for exampl...
Tue, 16 Feb, 2021 at 2:48 PM
To convert an existing non-integrated plan into an integrated plan you will, in the first instance, need to ensure that the client to whom the plan belongs ...
Tue, 16 Feb, 2021 at 3:22 PM