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skdutta  
#1 Posted : Monday, May 7, 2012 7:44:04 AM(UTC)
Rank: Administration
skdutta
Groups: Registered, Developer, Administrators

Posts: 258
Location: Atlanta, GA

Say you want to use OfficeClip for multiple separate businesses and you want to keep them separate (i.e. the data from one business remains separated from another) you have a few options:


 



  1. Create separate organizations in OfficeClip, then enter data in those organizations. To create separate organizations got to Setup > Manage Organization Information > Add New Organization. After this you can add only those users to the organization who should have access.

  2. You can create custom fields within OfficeClip or use tags (Tags can be created within the Contact Manager applications) to separate within the same organization. This can be done successfully in situation where you want to have all information in one place and still need to separate them using filters.


 

SK Dutta,
Architect OfficeClip LLC,
Web-based Business Software,
Ph: +1-770-448-7375,
Web: https://www.officeclip.com

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