11.3.5. Using Related Information

This section describes how to use the various related information associated with the Contacts application.

We can see information like Activities, Tasks, Events, Issues, Emails, Campaigns, etc. on the Contact Summary Screen of a Contact as well.

11.3.5.1. Activities

Activities consist of Tasks and Events.

Tasks

To create a New Task:

  1. In Contacts, click on the icon of a contact to create a new task.

  2. Click Activities > New Task.

  1. Fill in the necessary details like the subject for a task, status, duration dates, ownership of the task, and so forth. Click Create.

  2. Once the task is created, from the contact manager, you can go to the Activities section to Update, Delete, Cancel and Track Time for the given task.

Events

Events help us to create and manage appointments.

To create a New Event:

  1. In Contacts, click on the icon of a contact to create a new event.

  2. Click Activities > New Event.

  1. Enter the details such as the Event type, name, and the start and end time of the event; you can also add attendees (attendees can be from your own organization or external users). You can also set reminders, select the time zone, etc.

  2. After finishing, click Save.

When you click on Activities, you will be able to see the Events as well as the Tasks entered.

11.3.5.2. Campaigns

The Campaigns related object enables you to see any campaigns that are associated with the contact. You can also click the icon to see a preview of the campaign.

11.3.5.3. Notes

In Contacts, click on the icon of a contact and click Notes.

In this section, we can see the Notes already entered.

To create a new note, click New Note.

To see the details of how to enter a New Note, click here.

11.3.5.4. Issues

In Contacts, click on the icon of a contact and click Issues.

To see the details of Issues, click here.

11.3.5.5. Emails

In Contacts, click on the icon of a contact and click Emails.

You can see the emails received in your Inbox.

To send a new email, click Compose Email.

To see the details of how to compose an email, click here.

11.3.5.6. Documents

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

In Contacts, click on the icon of a contact and click Documents to upload files, create shortcut or create web link.

This feature allows three kinds of documents to be attached to the Contacts.

11.3.5.6.1. Upload File

These files can be uploaded from the local disk and will stay with the Contact. These files are removed when the contact is deleted.

  1. To Upload a file, Click Upload File

  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.

  1. You can upload more than one file, click the Select button and click Upload.

11.3.5.6.2. New Shortcut

It allows creation of a link from the OfficeClip Document Management application. This link helps keep common documents for all contacts in one place. For example, you may want to send a fill-in form to each of your contacts.

To create a Shortcut, click New Shortcut.

  1. All the folders and files from the OfficeClip Document Manager will be shown.

  2. Select a file or a folder and click Create Shortcut.

  3. A new shortcut will appear on the document widget.

11.3.5.6.3. Web Documents

Web documents are URL links to the documents in the web. Relevant web links can be stored with the contacts.

  1. To create a Web Link, click New Web Document

  1. Copy and paste a public URL here. This could be from Dropbox, Evernote, Google Drive or any other public document.

  2. Give a name to the document and click Create Web Link.

  3. The document will show up in the document widget.

11.3.5.7. Relations

In Contacts, click on the icon of a contact and click Relations.

In this section, we can see the relationships already created.

We can also create New Relationships here.

To see the details of how to create new relations, click here.

Next to the New button there are two icons: the first one allows Export the Contacts to CSV format and the second one allows Printing the contact.