Using Related Information

This section will describe how to use the various related information that is associated with the Competitor application.

We can see information about Activities, Notes, Documents, etc. on the Competitor Summary Screen as well.

competitors related info

Notes

In Competitors, click on the icon of a competitor and click Notes.

In this section, we can see the notes already created.

To create new notes, click on New Note .

To see more details about new notes, click here.

Documents

Relevant Documents can be attached to a competitor, allowing to access important information from one place easily.

In Competitors, click on the icon of a competitor and click Documents to upload files, create a shortcut and create a web link.

competitors documents

Upload File

These files can be uploaded from the local disk and will stay with the Competitor. These files are removed when the competitor is deleted.

  • To Upload a file, Click Documents on the summary screen of the competitors and then click Upload File .
  • Click on the Select button.
  • You can drag and drop a file from your windows explorer application, or choose the file from the desired location.

    competitors documents upload

  • You can upload more than one file and finally, click Upload.

New Shortcut

This feature allows to create a link from the OfficeClip Document Management application and helps keep common documents for all competitors in one place.

To create a Shortcut, click New Shortcut .

  • You can see all the folders and files from the OfficeClip Document Manager.
  • Select a file or a folder and click Create Shortcut .
  • A new shortcut will appear on the document widget.

Web Documents

Web documents are URL links to the documents in the web. The user can store the relevant web links with the competitors

  • To create a Web Link, click Create Web Link .

  • Copy and paste a public URL here. This could be from Dropbox, Evernote, Google Drive or any other public document.
  • Give a name to the document and click Create Web Link .
  • The document will show up in the document widget.

Activities

Activities consist of Call log, Tasks and Events information.

For more information on Call log, click here.

Tasks

To create a New Task:

  1. In Competitors, click on the icon of a competitor to add new tasks.
  2. Click Activities > New Task.

  3. Fill in the necessary details like the subject for the task, status, duration dates, ownership of task, etc. and click Save.
  4. To learn more details of creating a new task, click here.

Events

Events help us to create and manage appointments.

To create a New Event:

  1. In Competitors, click on the icon of a competitor to add new events.
  2. Click Activities > New Event.

  3. Enter the details like Event type, name, the start and end time of the event; you can also add attendees (attendees can be from your organization or the external users), you can also set reminders, select timezone, etc.
  4. After finishing, click Save.

Relations

  • In Competitors, click on the icon of a competitor and click Relation
  • In this section, we can already see the relations created.

  • The relationship created in Contacts is similar to relationship in Competitors. To learn more details on how to create a relationship and how to associate a relationship with a competitor, click here.