Chapter 3. Accounts

Table of Contents

3.1. Overview
3.2. Understanding OfficeClip Accounts
3.3. Using Accounts
3.3.1. Creating a New Account
3.3.2. Bulk Options
3.3.3. Editing Accounts
3.3.3.1. Tracking Time
3.3.3.2. Permissions and Ownership of Accounts
3.3.3.3. Using Related Information
3.3.4. Searching and Filtering Accounts
3.3.4.1. Search and Sort
3.3.4.2. Filters
3.3.5. Creating Reports
3.3.5.1. Pre-Defined Reports
3.3.5.2. User-Defined Reports
3.3.5.3. Track Time Reports
3.3.6. Importing and Exporting Accounts
3.3.6.1. Import
3.3.6.2. Export
3.3.7. Account Tags
3.3.8. Shared Items
3.4. Accounts Administration
3.4.1. Icons
3.4.2. Fixed Fields
3.4.2.1. Configuring List Fields
3.4.3. User-Defined Fields
3.4.3.1. Field Type
3.4.3.2. Mandatory Fields
3.4.3.3. Restricting a Field Edit-ability by Role
3.4.3.4. Configuring List Fields
3.4.4. Child Objects
3.4.5. Rename Sections
3.4.6. Rules
3.4.7. Position Fields
3.4.7.1.

3.1. Overview

OfficeClip Accounts is a full-featured account tracking and reporting application for managing accounts and tasks, appointments, issues, campaigns, documents, and time associated with an account. It provides a convenient way to track customers, clients, and partners associated with your business.

To enter this application, click Contacts on the toolbar. Click the Accounts link on the left menu within Contacts.

The Account List screen displays all of the accounts that have been entered for your organization. Organization administrators can modify the fields that are displayed on this list.