With OfficeClip Accounts, managing the details of your accounts is easy and efficient. Information is available to each user of your organization and administrators control the amount of information the users have access to, ensuring that all information is secure.
The following are important aspects of the Accounts application:
Accounts are added to an organization with details such as personal information, address information, Account source, etc.
You can set permissions for various roles of an organization based on hierarchical levels, making the information easily accessible. You can configure all the details of your Accounts to make them as secure as needed by your organization.
Various items such as tasks, appointments, issues, campaigns, documents, and time associated with each Account can be easily managed and reported.
You can search the details of an Account using the given criteria or by creating filters to sort out details that you specify.
Reports can be exported to various formats like MS Excel, PDF, etc.
You can track the history of tasks performed and changes made to an Account.