The order of the contact fields can be adjusted to match the user's preference.
Click from the main toolbar, and then click from the left toolbar. Then, click on the button bar. Click on the button bar of the Admin menu.
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.
Click to save your modified positioning or to exit without saving.
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: