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.
On the Account summary page, we can see thebutton on the right side of the page.
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> .
Then double-click on the Account or click on the from the Account List for which track time is to be created.icon
On the Account Summary page, click on the Tools drop-down at the top right and click on the 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 thesection.
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
Edit a tracked time entry, click
on the icon on the column, change the information at the
bottom, and click on Your new item
will appear in the Track Time
Press thebutton to close the window and return to the screen to continue making changes to the Contact.
To delete a track time entry, click on theicon in the column.
Thebutton next to the 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:
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:
In Accounts, click on the icon of an account to create a new contact for an account.
You can enter all the details in the New Contacts screen.
In the field 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.there is a
Clickafter entering the details.
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:
In Accounts, click on the icon of an account.
On the Accounts summary screen on the top right corner, click on> .
Click on the icon.
You can drag and drop a file from your windows explorer application or you can click thebutton and choose the file from the desired location.
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:
In Accounts, click on the icon of an account to add new events.
Enter the title, description, location, the start time and date of the event and the duration of the event.
Clickafter you finish and Click to exit.
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
In Accounts, click on the icon of an account to add a new note.
Click> . The screen appears with the note creation template.
Enter the title and type your notes in the Note box and click to identify and correct any spelling errors.
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.
To add Attachments, click on the icon. To upload a file click on the button and choose the file from the desired location. You can also drag and drop a file in the box from your windows explorer.
Click Note List, or to exit.to save the note in the
Personal notes can only be accessed by the user; public notes can be seen by every user of the organization.
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:
In Accounts, click on the icon of an account to create a new opportunity.
Fill in the details like Opportunity Information, Revenue Information, Other Information etc.
After finishing, click.
Tasks related to the account are shown here. They are also shown in the OfficeClip Tasks application.
To add new Tasks:
In Accounts, click on the icon of an account to add new tasks.
Enter the title, description of the task, the type of task, due date and time fixed if any.
Clickafter you finish, and Click to exit.