Creating Relationships in OfficeClip Contact Manager

Relationships exist in various forms in the real world and any software, including OfficeClip Contact Manager, could not possibly think of and fulfill all the possible relationships while implementing the system. To fill this gap the Web Contact Manager provides the ability to create arbitary 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

Relationships are shown as the "children" of the object (for example Contacts, Accounts etc.) to which it is attached. A relationship is always created between two objects and OfficeClip shows this relationship as a "child" of both these objects.

To create a new relationship, go to the object that you want to create the relationship with and click on the Relationship link (on the object detail screen). For other tips on using the OfficeClip software and the Contact Manager in your business, check out our forum.

Comments are closed