Accessing the Account Manager

1. Log into OfficeClip.
2. Click Account Manager on the left menu.
   
   
   
3. To access an account, click the Detail link to the left of the account in the list.
   
   
   
4. The detail screen offers to include all "Children". If these have been enabled, click "All", which will include, Appointments, History, Emails, Documents, Notes, Issues, Contacts, Opportunities, and Tasks. You may also choose to show only certain children, such as only Notes in the detail screen.
   
   Please Note:To enable all children in Account Manager, first go to Admin and Edit Children , or alternatively click "Activate Children" at the top of the detail screen.
   
   
   
5. In this way, the user can choose as little or as much detail to be shown with an account.