Chapter 11. Contacts

Table of Contents

11.1. Overview
11.2. Understanding OfficeClip CRM
11.2.1. CRM Components
11.3. Using Contacts
11.3.1. Creating New Contact
11.3.2. Bulk Options
11.3.3. Contact List
11.3.4. Viewing Contact Details
11.3.4.1. Tools Menu
11.3.4.2. New Menu
11.3.5. Using Related Information
11.3.5.1. Activities
11.3.5.2. Campaigns
11.3.5.3. Notes
11.3.5.4. Issues
11.3.5.5. Emails
11.3.5.6. Documents
11.3.5.7. Relations
11.3.6. Export Contacts
11.3.7. Print
11.3.8. Add Picture
11.3.9. Links to Social networking sites
11.3.10. Tags
11.3.11. Call List
11.3.11.1. Daily Call List
11.3.11.2. Creating Call List
11.3.11.3. Using Call List
11.3.12. Extranet
11.3.13. Editing Contacts
11.3.13.1. Modify button
11.3.13.2. Clone button
11.3.13.3. Delete button
11.3.14. Permission and Ownership of Contacts
11.3.14.1. Permission of Contacts
11.3.14.2. Ownership of Contacts
11.3.15. Searching and Filtering Contacts
11.3.15.1. Search and Sort
11.3.15.2. Filters
11.3.16. Reports
11.3.16.1. Category : Contacts
11.3.16.2. Category: Organization
11.3.16.3. Category: Project
11.3.16.4. Creating Reports
11.3.16.5. Viewing Reports
11.3.16.6. Scheduled Reports
11.3.16.7. Shared Reports
11.3.17. Syncing Contacts
11.3.17.1. Importing Contacts
11.3.17.2. Exporting Contacts
11.3.17.3. Google Sync
11.3.17.4. Synchronization Direction
11.3.17.5. Synchronization Policy
11.3.17.6. Synchronization Status
11.3.17.7. Outlook Sync
11.4. Contacts Administration
11.4.1. Icons
11.4.2. Fixed Fields
11.4.2.1. Configuring List Fields
11.4.3. Custom Fields
11.4.3.1. Field Type
11.4.3.2. Required Fields
11.4.3.3. Restricting a Field Edit-ability by Role
11.4.4. Related Info
11.4.5. Web Forms
11.4.6. Rules
11.4.6.1. On Screen Fields
11.4.6.2. Workflow Rules
11.4.6.3. Access Rules
11.4.7. Customize Screen
11.4.8. Relations
11.4.9. Manage Duplicates

11.1. Overview

OfficeClip CRM is a full-featured Customer Relationship Manager that can manage details of your Contacts, Customers, Partners and Service Providers. It also keeps track of all associated information like relationships, notes, documents, tasks and appointments.