Contact Details can be viewed by
clicking on the details icon at the left side
of each contact or by double-clicking on a row.
On the Contact summary page, we can see the tools button on the right side of the page.
The Tools button has following options:
This option allows you to create labels using the
Dymo Label Writer. To use this option you must
connect a Dymo Label Writer to the computer where you are using
OfficeClip. When activated, the current contact label is
automatically printed on the label writer.
For the Dymo Label Writer to work, you must be connected to Windows PC.
QR Code of the
QR Code allows user to capture
the contact directly to the Contacts application of a mobile phone
using the phone's camera .
This screen captures limited information like name, email address and phone number of the contact.
The tracking time feature mainly serves as a tool for monitoring time spent for a given task on various contacts. The user can track the amount of time spent working on a contact. This feature enables management to know where project resources are being used.
To Track Time for a contact, click on> .
Then double-click on a contact or click on the from the Contact List for which track time is to be created.icon
On the Contact Summary page, click on the Tools drop-down at the top right and click on the button.
The resulting pop-up window shows the tracked time and allows you to add a new time. To add the time tracked, go to the Add New section.
(these notes are internal and will not be shown in the timesheet
details if the time is exported to the application).
To Edit a tracked time entry, click on theicon in the column, change the information at the bottom, and click on
Your new item will appear in the Track Time list. Press the button 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.
When a prospect or a contact becomes a customer, you can use this option to create an account record in OfficeClip. The company name becomes the account name of the new entry. The existing contact becomes a contact child record under that account.
This option may be disabled if an account is already created for the contact.
OfficeClip keeps track of all the changes made to the contact record. History includes any modified field, any added notes, and so forth. This option shows a list of all such changes in chronological order.
Note: This feature is only available in the Enterprise Edition of OfficeClip.
Themenu button, next to the menu button in 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 contact
Relevant Documents can be attached to a contact, allowing important information to be easily accessed from one place.
Upload File: These files can be uploaded from the local disk and stay with the Contacts. These files are removed when the contact is deleted.
To Upload file:
In Contacts, click on the icon of a contact.
On the Contact 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.
The Issues displayed are issues within the Issue Tracker application associated with a particular contact. You can select a binder to view any issues within that binder, and you can create new issues and binders by clicking on the respective links and filling in the necessary fields.
Emails associated with the contact will be shown on this widget. These emails are captured from the OfficeClip Email application and matched against the Contact's email address.
To send Email from this screen:
In Contacts, click on the icon of a contact to send email.
Enter the email-id, subject and message.
Click, or to exit click .
Events are appointments linked with the contact; these events show up with the Contact as well as OfficeClip Calendar.
To add New Events:
In Contacts, click on the icon of a contact 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 Contact. They appear in chronological order and can be
public (shown to all the Organization users) or private (seen by the creator only).
Add a Note
In Contacts, click on the icon of a contact to add a 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 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 in the organization
Tasks related to the Contact are shown here. They are also shown in the OfficeClip Tasks application.
To add new Tasks:
Contact Manager provides the ability to create arbitrary relationships between various entities in OfficeClip.
For Real Estate Transactions, a Broker can be a relationship
Account can be a Partner of
Contact can be a Coordinator for
To create relationships in Contact Manager between the Contact Manager (Contacts, Accounts, Opportunities and Campaigns modules, first we need to . To do so:
Click> > > .
Name, then click
and click .
On the Contact Screen, click on the Contact detail
icon for the
Contact for which you
want to create a relationship.
On the contact summary screen, clickand .
Relation from the
drop-down list and select the
Participant from the drop-down list and click .
From the contact list, choose the contact for which a relationship is to be created.
On the contact summary screen of the contact, you can see the relationship created.