10.4.7. Rules

Note: This feature is only available in the Professional Edition of OfficeClip

Administrators can set rules for contacts to trigger certain events based on conditions of the contacts. Rules have the following components:

Conditions- Certain conditions need to be satisfied to trigger a rule
Actions- The actions are taken when a condition is satisfied

In OfficeClip Contacts, rules are used to allow or restrict access to contacts when various conditions are met. For example, if the administrator wants all contacts with a certain company to be able to be accessed by all users, he/she can set up the condition: If field Company Name value is OfficeClip, give Read, Write, Append, Delete access to the All Users role.

Click Contacts from the main toolbar, and then click Contacts from the left toolbar. Click Admin on the button bar then click Ruleson the button bar of the Admin menu.
By default, there are no rules listed. To create a rule, click the Add Rule button. If you want to edit a rule click the icon, or to remove a rule completely click the icon. To run a rule that is not active click the icon or, to run all existing rules, click the Run All Rules link.
Clicking Add Rule brings up a new window. You can choose to add conditions by clicking the Add link. This will bring up corresponding fields to fill in according to the conditions you need. Click Next to continue or Cancel to exit.
Select the actions by checking the box. If certain conditions are met, you can give Read, Write, Append and/or Delete access to the contacts meeting these conditions by selecting the Rule from the drop down list. Click Next to continue, Previous to go back to the previous screen, or Cancel to exit.
Give a name to the rule. The Enabled check box is automatically selected, which means the rule will be active. To make the rule inactive, uncheck the box. Click Save Rule when finished, Previous to go back or Cancel to exit without saving the rule.