Manage Account Details

View the Account Details by clicking on the details icon at the left side of each account or by clicking on the account name.

The Account Summary screen displays all the information related to an account like the notes, documents, emails, contact, opportunities etc. The user can also track time for an account and new notes, documents, events, tasks etc. can also be added from this screen.

Tools Menu

On the Account summary page, we can see the Tools button on the right side of the page. With the help of tools menu, the user can export an account in CSV format and also print information for an account.

Export to CSV

To export accounts:

  • Click on Export to CSV button in the Tools menu from the accounts details.

  • 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.

  • Click Export when finished mapping or click Cancel to exit without taking any action. Click Open or Save from the pop-up dialogue box.

Print

To print a particular account:

  • Click on Print button in the Tools menu from the accounts details.

  • You will see all the details of the accounts. Click Print.

  • To exit, Click Close.

New Menu

The New button next to the Tools button on the top right corner allows the user to insert some related information quickly (without changing the context of the screen). The user can add new notes, tasks, events, contacts etc. for an account

accounts new menu

Add the following related information to the account:

Contact

The Contacts related object enables you to see any contacts associated with the account. You can also create a new contact for a particular account.

To create a new contact for an Account:

  1. In Accounts, click on the icon of an account to create a new contact for an account.
  2. On the summary page, click New > Contact.

  3. You can enter all the details on the New Contacts screen.
  4. In the field Company Name, there is a finder icon. after you click this icon, a pop-up window appears; you can select an existing Company Name or enter a new company name from this screen.
  5. Click Save after entering the details.

Documents

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

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

To Upload file:

  1. In Accounts, click on the icon of an account.
  2. On the Accounts summary screen on the top right corner, click on New > Documents.
  3. Click on the Select button.

  4. You can drag and drop a file from the windows explorer application or choose the file from the desired location.
  5. Click Save.

Email

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

accounts new email

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

Events are appointments linked to an account. These events show up with the Account as well as OfficeClip Calendar.

To add New Events:

  1. In Accounts, click on the icon of an account to add new events.
  2. On the summary page, 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.

Notes

Notes are encounters with the Account. 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 Accounts, click on the icon of an account to add a new 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 and click Spell Check to identify and correct any spelling errors.
  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 the users.

  5. To add Attachments, click on the Select button. 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.

Note:

The user can only access personal notes; public notes can be seen by every user of the organization.

Opportunities

Even if you already have an account (customer, business partner, etc.), you can still have more opportunities within the account, which can be easily managed from this screen.

To create a new opportunity:

  1. In Accounts, click on the icon of an account to create a new opportunity.
  2. Click New > Opportunity.

  3. Fill in the details like Opportunity Information, Revenue Information, Other Information, etc.
  4. After finishing, click Save.

Tasks

The users can see the tasks related to the account here. You can also see them in the OfficeClip Tasks application.

To add new Tasks:

  1. In Accounts, click on the icon of an account to add new tasks.
  2. Click New > Task.

  3. Enter the title, description of the task, the type of task, due date and time fixed if any.
  4. Click Save after you finish, and Click Cancel to exit.

History

The History button on the top right corner of the accounts summary screen helps to keep track of what your team is working on at many levels.

When you click on the History button, you will be able to see the changes made to the account.

accounts history

Account Tags

Tags are unique identifiers that can be added to Contacts, Accounts, Competitors, Opportunities, Campaigns in CRM. Tagging allows to segment, sort and organize your Accounts loosely using various properties. Once tagged, the account can be filtered using the Tags. OfficeClip allows two levels of hierarchical tagging.

Access the Tags by going to the Summary of the Account Detail. Users who have adequate permission can associate existing tags with an Account or can create new Tags.

To associate a tag with accounts:

  1. Double-click on an Account that is to be tagged.
  2. On the right side of the Account summary, you will see Tags; click Add.

    accounts add tags

  3. From the Tags screen, checkmark the appropriate box and click Update .

  4. In the Account Summary, you will see the tag added.

  5. To edit a tag, click on Edit button and you can change the tags.

You can also Delete, Modify a tag group and Ungroup tags.

accounts edit tags

  1. To Delete a tag, select the tag you want to delete and click Delete.

  2. To Modify a tag group, select the tags for which you want to change the group and click Modify Tag Group. Then, enter the Group name you want to associate with your tag and click Save.

  3. To ungroup tags, select the tags you want to ungroup and click Ungroup.

To see more details of how to create a tag, click here.

Track Time

The tracking time feature mainly serves as a tool for monitoring time spent for the given task on various accounts. It allows a user to track the amount of time spent working on an account. This feature enables management to know where project resources are being used.

To track time for an account:

  • Click on CRM > Accounts.

  • Then double-click on the Account or click on the Account Details icon from the account list to track time for an account.

  • On the Account details screen, you will see the track time window.
  • To see the detailed description of how to track time for an account, click here.