In OfficeClip Contact Manager, we do not have a status field for each contacts. The CRM software is configurable enough that you can add an user-defined field called Status and use it to manage status of all the contacts. To do this:
- Click on Admin > Custom Fields
- Add a field of list type
- From the configure field button add the list values
- Now you can add the status to any contacts and also see it on the list screen.
See the video tutorial below on how to do this:
See this video in high definition in YouTube
SK Dutta is a software architect and creator of OfficeClip Suite of products. He loves to design and develop software that makes people do their job better and more fun. He always explores ways to improve productivity for small businesses. He is also an avid reader in many areas, including psychology, productivity, and business.
