|
The following table provides an overview of several key features of OfficeClip Web Contact Manager.
Web Contact Manager allows management of contacts, accounts, opportunities and campaigns.
|
Track Information
|
You can associate notes, appointments, tasks, documents and issues with each contact,
thereby placing all contact-related information at the user's fingertips.
|
|
User-defined fields
|
Unlimited used-defined fields in the form of text, pick lists, numbers,
currency and so on can be added to contacts.
|
|
Rearrange fields
|
Fields on the contact lists and detail screens can be rearranged to bring
information of current interest to the front.
|
|
Contact history
|
A history of all changes made to your contacts can be viewed instantly.
|
|
Reports
|
A set of pre-configured reports are available for quick review of the contact status.
In addition, user-defined reports that allow customizable filters and fields are available.
|
|
Filters
|
A Filter Wizard can be used to create filters for viewing subsets of your contact information.
|
|
Quick Search
|
A Quick Search feature allows you to search for information across any or all fields.
|
|
Log in and Password
|
All users are required to log in and give a password to access the Web Contact Manager.
|
|
Privileges
|
Administrators can control privileges for certain operations (for example, the
ability to delete a contact) for a particular role or user.
|
|
Member Access Control
|
Permissions can be granted for each object (contacts, accounts, etc.).
This allows the owner or administrators to manage CRUD (create, read,
update and delete) permission for contact-related objects.
|
|
Create Campaigns
|
Allows creation of HTML, text or MS Word based campaigns.
|
|
Send Campaigns
|
Allows bulk sending of campaigns to all contacts.
|
|
Track Campaigns
|
Campaigns can be sent and tracked, allowing users to see who received the campaign and when it was read.
|
|
Mail Merge Interface
|
Allows MS Word to be used for creating and managing Word based campaigns
(requires MS Word and installation of an add-in on the user's computer).
|
|
Import/Export
|
Supports import and export from CSV and XML files.
|
|
Web-Services Interface
|
Allows creation of external programs that can access OfficeClip data.
|
|
Developer API
|
Allows screen and feature customization using the OfficeClip developer toolkit.
|
|
