Accessing the Contact Manager

1. Log into OfficeClip.
2. Click Contact Manager on the left menu.
   
   
3. To access a contact, click the Detail link to the left of the contact 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, Accounts, Campaigns, 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 Contact 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.