Using Accounts
This section describes ways to use Contact Manager's 'Accounts' application effectively.
OfficeClip Accounts assists organizations with their list of accounts (clients). Users can create, organize, report, filter,record opportunities, etc, with a list of relevant accounts. Accounts are integrated with their Time and Expense accounts clients)and can be tied to specific contacts in the Contact Manager as well.

  1. Accessing Accounts
  2. Creating Accounts
  3. Searching and Filtering Lists
  4. Tracking Time
  5. Reports
  6. Import/Export

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