Chapter 10. Contacts

Table of Contents

10.1. Overview
10.2. Understanding OfficeClip Contacts
10.3. Using Contacts
10.3.1. Creating a New Contact
10.3.2. Bulk Options
10.3.3. Daily Call List
10.3.3.1. Creating Daily Call List
10.3.3.2. Using Daily Call List
10.3.4. Editing Contacts
10.3.4.1. Tracking Time
10.3.4.2. Permissions and Ownership of Contacts
10.3.4.3. Using Related Information
10.3.5. Searching and Filtering Contacts
10.3.5.1. Search and Sort
10.3.5.2. Filters
10.3.6. Reports
10.3.6.1. Pre-Defined Reports
10.3.6.2. User-Defined Reports
10.3.6.3. Track Time Reports
10.3.6.4. Scheduled Reports
10.3.7. Importing and Exporting Contacts
10.3.7.1. Import
10.3.7.2. Export
10.3.8. Contact Tags
10.3.9. Shared Items
10.4. Contacts Administration
10.4.1. Icons
10.4.2. Fixed Fields
10.4.2.1. Configuring List Fields
10.4.3. User-Defined Fields
10.4.3.1. Field Type
10.4.3.2. Mandatory Fields
10.4.3.3. Restricting a Field Edit-ability by Role
10.4.3.4. Configuring List Fields
10.4.4. Child Objects
10.4.5. Rename Sections
10.4.6. Publish Input Forms
10.4.7. Rules
10.4.8. Position Fields
10.4.8.1.
10.4.9. Duplicates

10.1. Overview

OfficeClip Contacts application is a full-featured contact tracking and reporting application for managing the details of customers, partners and employees as well as the time associated with a contact. It provides a convenient way to track business leads, customers, partners, and other people associated with your business. Information such as appointments, documents, history of activities associated with a contact, issues, and tasks can all be viewed and managed using the Contacts application.