Competitor Details can be viewed by
clicking on the details icon at the left side
of each competitor or by double-clicking on a row.
On the Competitor summary page, we can see the tools button on the right side of the page.
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 competitors:
Relevant Documents can be attached to a competitor, 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 Competitor. These files are removed when the competitor is deleted.
To Upload file:
In Competitors, click on the icon of a competitor.
On the Competitor summary screen, on the top right screen 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.
Tasks related to the competitors are shown here. They are also shown in the OfficeClip Tasks application.
To add new Tasks:
In Competitors, click on the icon of a competitor 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.
Notes are encounters with the Competitors. 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 Competitors, click on the icon of a competitor 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