Using the Account Manager

This section describes ways to use OfficeClip Account Manager effectively.

Account Manager assists organizations with their list of accounts (clients). Users can create, organize, report, filter, record opportunities, etc, with a list of relevant accounts. Accounts are integrated with their Time and Expense accounts (clients) and can be tied to specific contacts in the Contact Manager as well.

Access Account Manager
Account List
Opportunities
New Account
Admin
Account Reports
Account Sync

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OfficeClip provides a suite of web-based enterprise software such as Business Contact Manager, Issue and Bug Tracker, Time and Expense Reporting, Group Calendar, Document Sharing, Office Portal and other applications.