A General description of Tags can
be found
here.
Tags can be accessed by going to
the Summary of the Campaign Detail.
Users who have adequate permission can associate existing tags with
a Campaign or can create new
Tags.
Tags can be managed using the Tags
button on the CampaignButton bar. This option is visible to all
administrators and users who have privilege to manage Tags.
See Also:
Contact Manager provides the ability to create arbitrary relationships between various entities in OfficeClip. For Example:
-
For Real Estate Transactions, a Broker can be a relationship between two Contacts.
-
An Account can be a Partner of another Account
-
A Contact can be a Coordinator for an Opportunity.
To create relationships in Contact Manager, follow the steps:
-
To create relationships between the modules of the Contact Manager (Contacts, Accounts, Opportunities and Campaigns) click on the
icon of the
Contact, Account, Opportunity or Campaign you want to add a relationship to, and
then click on the
Related information tab along the
top. -
Click the link in the table. Your First Participant will be named; you can select the relationship from the drop-down menu and select the Second Participant. Click .
-
The Relationship is now set up between the two participants.
See Also: