Adding Status to each contacts in the OfficeClip Contact Manager

September 8, 2015 by skdutta

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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