10.3.5. Viewing Competitor Details

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.

10.3.5.1. Tools Menu

On the Competitor summary page, we can see the tools button on the right side of the page.

10.3.5.1.1. History

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

10.3.5.2. 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 competitors:

10.3.5.2.1. Documents

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:

  1. In Competitors, click on the icon of a competitor.

  2. On the Competitor summary screen, on the top right screen 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.

10.3.5.2.2. Tasks

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

To add new Tasks:

  1. In Competitors, click on the icon of a competitor 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.

10.3.5.2.3. Notes

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

  1. In Competitors, click on the icon of a competitor 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