6.3.5. Viewing Account Details

Account Details can be viewed by clicking on the details icon at the left side of each account or by clicking on the account name.

6.3.5.1. Tools Menu

On the Account summary page, we can see the Tools button on the right side of the page.

6.3.5.1.1. Tracking Time

The tracking time feature mainly serves as a tool for monitoring time spent for the given task on various accounts. It allows a user to track the amount of time spent working on an account. This enables management to know where project resources are being used.

To track time for an account:

  • Click on CRM > Accounts.

  • Then double-click on the Account or click on the Account Details icon from the Account List for which track time is to be created.

  • On the Account Summary page, click on the Tools drop-down at the top right and click on the Track Time button.

  • A window will pop up. This window will show the tracked time and allow you to add a new item. To add the time tracked, go to the Add New section.

  • Enter the duration, date, and any other notes. (These notes are internal and will not be shown in the timesheet details if the time is exported to the Timesheet application.)

  • Press Save when finished.

  • To Edit a tracked time entry, click on the Edit icon on the Actions column, change the information at the bottom, and click on Save. Your new item will appear in the Track Time list.

  • Press the Cancel button to close the window and return to the screen to continue making changes to the Contact.

  • To delete a track time entry, click on the Delete icon in the Actions column.

6.3.5.1.2. History

OfficeClip keeps track of all the changes made to the contact record. This includes any modified field, any added notes, etc. This option shows a list of all such changes in chronological order.

6.3.5.2. New Menu

The New button next to the Tools button on the top right corner allows users to insert some related information quickly (without changing the context of the screen).

The following related information can be added to the account:

6.3.5.2.1. Contact

The Contacts related object enables you to see any contacts associated with the account. You can also create a new contact for a particular account.

To create a new contact for an Account:

  1. In Accounts, click on the icon of an account to create a new contact for an account.

  2. Click New > Contact.

  1. You can enter all the details in the New Contacts screen.

  2. In the field Company Name there is a finder icon. After you click this icon, a pop-up window appears; you can select an existing Company Name or enter a new company name from this screen.

  3. Click Save after entering the details.

6.3.5.2.2. Documents

Relevant Documents can be attached to an account, allowing for important information to be easily accessed from one place.

Upload File: These files can be uploaded from the local disk and will stay with the Accounts. These files are removed when the account is deleted.

To Upload file:

  1. In Accounts, click on the icon of an account.

  2. On the Accounts summary screen on the top right corner, click on New > Documents.

  1. Click on the icon.

  1. You can drag and drop a file from your windows explorer application or you can click the Select button and choose the file from the desired location.

  2. Click Save and Close.

6.3.5.2.3. Events

Events are appointments that are linked with an account. These events show up with the Account as well as OfficeClip Calendar.

To add New Events:

  1. In Accounts, click on the icon of an account to add new events.

  2. Click New > Events.

  3. Enter the title, description, location, the start time and date of the event and the duration of the event.

  4. Click Save after you finish and Click Cancel to exit.

6.3.5.2.4. Notes

Notes are encounters with the Account. They appear in chronological order and can be public (shown to all the Organization users) or private (see by the creator only).

Add a Note

  1. In Accounts, click on the icon of an account to add a new note.

  2. Click New > Notes. The screen appears with the note creation template.

  3. Enter the title and type your notes in the Note box and click Spell Check to identify and correct any spelling errors.

  4. If you are creating a personal note, click the Private check box. In the Note List a lock icon is displayed beside the note, indicating that it is a personal note. A public note will be visible to all the users.

  5. To add Attachments, click on the icon. To upload a file click on the Select button and choose the file from the desired location. You can also drag and drop a file in the box from your windows explorer.

  6. Click Save to save the note in the Note List, or Cancel to exit.

[Note] Note

Personal notes can only be accessed by the user; public notes can be seen by every user of the organization.

6.3.5.2.5. Opportunities

Even if you already have an account (customer, business partner, etc), you can still have more opportunities within the account, which can be easily managed from this screen.

To create a new opportunity:

  1. In Accounts, click on the icon of an account to create a new opportunity.

  2. Click New > Opportunity.

  1. Fill in the details like Opportunity Information, Revenue Information, Other Information etc.

  2. After finishing, click Save.

6.3.5.2.6. Tasks

Tasks related to the account are shown here. They are also shown in the OfficeClip Tasks application.

To add new Tasks:

  1. In Accounts, click on the icon of an account to add new tasks.

  2. Click New > Task.

  3. Enter the title, description of the task, the type of task, due date and time fixed if any.

  4. Click Save after you finish, and Click Cancel to exit.