From the main Account List, you can modify the Personal Information, Address Information, Other Information, User-Defined Fields and Ownership of the Account, as well as Track Time spent on an account.
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To edit an Account, click on the main toolbar, then select on the left toolbar. The Account list is displayed.
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Click the
icon next to the
Account you want to modify. Press the button under the Action column to make changes to the Account.
Press when finished,
to exit, or you can press
to remove the Account. You
will be taken back to the main Edit
Account screen. -
You can Clone an Account by pressing the button in the function column. Cloning Accounts allows you to make a copy of all the account information except the Name and Email address, so you can easily add more accounts without re-entering static information.
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Also in this screen, you can move to another Account from the list by pressing the and buttons.
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The Account Detail screen offers tabs (includes Appointments, Contacts, Opportunities, Documents, History, Email, Notes, Issues, and Tasks)
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You may also choose to show only certain Related Information, such as Notes, in the screen. Once the appropriate tab has been selected, you can fill in the fields with the necessary information.
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Press when you have completed all the modifications. This will save all actions.
![[Note]](images/note.png)
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Note |
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The Track Time, Ownership and Related Information features are described in more detail in the following sub-sections. |
The tracking time feature mainly serves as a tool for monitoring the time that is spent on various issues. It allows a user who is working on an Account to keep track of the amount of time he/she is spending on it. This enables management to know where project resources are being used.
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To Track Time for an Account, click on from the tool bar.
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Then click on an Account from the Accounts List.
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On the Accounts Details page where you can view the item, click on the button.
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A window will pop up, which will show the tracked time and allow you to add a new item. To add time, go to the Add New section.
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Enter the duration, date, and any other notes (these notes are internal in the sense that they will not be shown in the timesheet details if the time is exported to the
Timesheetapplication). -
Press when finished.
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To
Edita tracked time entry, click on the icon on theActionscolumn, then change the information at the bottom, and click -
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 Account.
You can change the Read, Write, Append and Delete status of an Account and also change who owns the object in the Ownership section of the Edit Account screen. By default, unless changed by an administrator, only the creator of the Account and the administrator have access to it and all others have Read Only access. The creator can change the kind of access other users have by changing the permissions.
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To change the owner of an Account, click on the Account from the main Account List and then click under the Ownership section of the Edit Account screen.
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Select a user to Assign Ownership To from the drop down list and if you want to send that user an email notification check the box. Press when finished or to exit.
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Click under the Ownership section of the Edit Account screen to edit the permissions associated with the Account.
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In the pop up screen, you can see each user's access and can change this by clicking the
icon to the left
of the user name. -
Check the appropriate boxes based on the permissions needed and click when finished or to return to the previous screen.
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To see the users for a particular role, click the
icon next to the
role you want to view.
See Also:
Searching and Filtering Accounts
This section will describe how to use various information associated with the Accounts application.
When the Task child is enabled, it will show at the bottom of the details screen with all the tasks associated with that particular account. You can filter tasks by selecting a category from the drop down list or by checking the Owned by me or Assigned to me checkboxes. To create a new Task, click the link and fill in the fields. The task will be associated with the account.
Note: This feature is only available in the Professional Edition of OfficeClip
This will show any history associated with the account.
The Contacts child enables you to see any contacts that are associated with the account. Create a new contact by clicking the link and filling in the fields as needed.
The Issues displayed are issues within the Issue Tracker application that are associated with the particular account. You can select a binder to view any issues within that binder. You can also create new issues and new binders by clicking on the respective links and then filling in the necessary fields.
You can create and manage appointments associated with the account. This is useful for keeping track of meetings, etc., with clients and business partners. Click the link and then fill out the information needed to make the appointment.
You can compose an email to your account and view any received emails from that account to you. Click to write a new email.
Relevant documents can be attached to an account, allowing important information to be easily accessed from one place. Click the link and then click to find the file. Click to attach the document then press .
Notes allow you to write any additional information regarding the account. You can write up to 4000 characters and can spell check your note as well. Simply click on the link and write your note. Click when finished.
Even if you already have an account (customer, business partner, etc), you can still have more opportunities within the account, which can be easily managed from this screen. To create a new opportunity, click the link and fill in the information needed to create an opportunity.
(complete repeat from page 6)
See Also: