Viewing Contact Details

This option allows you to create labels using the Dymo Label Writer. In addition to the contact address, you will be able to print the barcode for the post office.

• To create a label, click on CRM > Contacts.

• Then double-click on a contact or click on the Contact Details icon from the contact list.

• On the Contact summary screen, click on the Tools drop-down at the top right and click on the Create label button.

• If Dymo Printer is installed, you should be able to see the print label preview. You will be able to make necessary changes and print the label.

• Scan the QR Code of the Contact.

  

• The QR Code allows the user to capture the contact directly to the Contacts application of a mobile phone using the phone's camera.

• This screen captures limited information like name, email address and phone number of the contact.

When a prospect or a contact becomes a customer, you can use this option to create an account record in OfficeClip. The company name becomes the account name of the new entry. The existing contact becomes a contact child record under that account.

To Export contacts:

1. Click the Export to CSV icon from the Tools button.

   

2. Select which fields from the OfficeClip database you want to have in the CSV file. You can move them up and down with the icons. These fields will appear as the first row in the CSV file after being exported.

3. Click Export when finished mapping, or click Cancel to exit without taking any action. Depending on your browser settings, either you can see the excel worksheet on your screen, or you will be presented with an Open or Save pop-up dialog box

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

Upload File: These files can be uploaded from the local disk and stay with the Contacts. These files are removed when the contact is deleted.

To Upload file:

1. In Contacts, click on the icon of a contact.

2. On the Contact summary screen on the top right corner, click on New > Documents.

3. Click Select button and choose the file from desired location.

   

4. You can also drag and drop a file from your windows explorer application.

5. Click Save.

6. Click on the icon to delete the uploaded document or image.

Emails associated with the contact can be seen in this widget. These emails are captured from the OfficeClip Email application and matched against the Contact's email address.

To send Email from this screen:

1. Click New > Email.

2. Enter the email-id, subject and message.

3. Click Send, or to exit click Cancel.

Events are appointments linked with the contact; these events show up with the Contact as well as OfficeClip Calendar.

To add New Events:

1. In Contacts, click on the icon of a contact to add new events.

2. Click New > Events.

3. Enter the title, description, location, the start time and date of the event, and the duration of the event.

4. Click Save after you finish and Click Cancel to exit.

The Issues displayed are issues within the Issue Tracker application associated with a particular contact. You can select a binder to view any issues within that binder, and you can create new issues and binders by clicking on the respective links and filling in the necessary fields.

To create issues:

1. In Contacts, click on the icon of a contact.

2. On the Contact summary screen on the top right corner, click on New > Issues.

   

3. Select the issue binder from the dropdown.
4. Add the title and description for the issue.
5. Click Save.

Notes are encounters with the Contact. They appear in chronological order and can be

public (shown to all the Organization users) or private (seen by the creator only).

Add a Note

1. In Contacts, click on the icon of a contact to add a note.

2. Click New > Notes. The screen appears with the note creation template.

   

3. Enter the title and type your notes in the Note box.

4. If you are creating a personal note, click the Private checkbox. In the Note List, a lock icon is displayed beside the note, indicating that it is a personal note. A public note will be visible to all users.

5. To upload a file in the notes, click on the Select button and choose the file from the desired location. You can also drag and drop a file in the box from your windows explorer.

6. Click Save to save the note in the Note List, or Cancel to exit.

Contact Manager provides the ability to create arbitrary 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.

• A Contact can be a Coordinator for an Opportunity.

To create relationships in Contact Manager between the Contact Manager (Contacts, Accounts, Opportunities and Campaigns modules, first we need to Add new relation. To do so:

1. Click CRM > Contacts > Admin > Relations.

2. Click on Add Relations.

   

3. Enter the Name, and click on the icon to save the relation.

4. To Edit the relation click on the icon and to Delete the relation click on the icon.

To create a relationships for a contact:

1. On the Contact Screen, click on the Contact detail icon for the Contact for which you want to create a relationship.
2. On the contact summary screen, click New and Relationship.

   

3. Choose the Relation from the drop-down list.
4. Select the Second Participant and its entity from the drop-down list for which you want to create a relationship.
5. Click on the icon to view details of contact or account selected.
6. Click Save.
7. On the contact summary screen of the contact, you can see the relationship created.

   

See the tasks related to the Contact here. You can also see them in the OfficeClip Tasks application.

To add new Tasks:

1. In Contacts, click on the icon of a contact to add new tasks.

2. Click New > Task.

3. Enter the title, description of the task, the type of task, due date and time affixed if any.

4. Click Save after you finish and Click Cancel to exit.