The Contact List helps to keep your business and personal contacts safe and secure. You can sync with your Google and Outlook contacts. An owner can be assigned to contacts or deleted in bulk using the Bulk Options. It also allows searching contacts by name, country, tags, and email.
Contact details help to manage customer relationships with detailed communication records. It helps to schedule meetings, compose emails, create tasks and events, notes can be added to keep track of the communication.
OfficeClip contact details also can store and upload documents. You can also create Call List to keep in touch with prospects. Contact can also be associated with multiple tags.
Custom fields are user-defined fields beyond the fields defined by OfficeClip. Users can create fields with different field types like currency, date, text, boolean, email, hyperlink and list.
Contact Manager of OfficeClip offers advanced reporting features. It shows the detailed record of your list of contacts, their information about the time tracked for a project and details of a contact related to their tasks, events, meetings, and notes. It provides access to data required for various purposes.
A new report with user-defined criteria using filters in an excellent tool to retrieve data as per requirement. Custom reports can be created by selecting the required report type, category and then selecting fields and by adding filters.
A contacts reports give a detailed view of contacts in your database. Reports can also be saved in various formats and filters can be edited as per business requirements.