10.4.8. Position Fields

The order of the contact fields can be adjusted to match the user's preference.

  1. Click Contacts from the main toolbar, and then click Contacts from the left toolbar. Then, click Admin on the button bar. Click Position Fieldson the button bar of the Admin menu.

  2. The screen that appears allows you to position the contact fields with the up and down arrows. Category headings (Personal, Address, Other, and Additional Information) may be repositioned. Category attributes (Last Name, City, Contact Source, etc) may be repositioned as well.

  3. Click Save to save your modified positioning or Cancel to exit without saving.

See Also:

Icons

Fixed Fields

User-Defined Fields

Child Objects

Rename Sections

Publish Input Forms

Rules

Relationships

Duplicates

10.4.8.1. 

10.4.8.1.1. Relationships

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:

  1. 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 Relation on the Related information tab along the top.

  2. Click the New Relationship 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 Save.

  3. The Relationship is now set up between the two participants.

See Also:

Icons

Fixed Fields

User-Defined Fields

Child Objects

Rename Sections

Publish Input Forms

Rules

Position Fields

Duplicates