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New Android Application for OfficeClip

by SK Dutta 10. August 2015 17:08
We have created a new OfficeClip App for android. Most OfficeClip feature will be available in this App. The organization administrator and site administrator features will be left out in this release. You can still do these on the desktop browser.

It can be downloaded to your android device from here:


Note: Please remove the existing application before installing this one.

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Creating Decision Matrix using Google Spreadsheet

by SK Dutta 7. August 2015 18:08
Suppose you have a bunch of enhancements to make and it seems all of them are important for the next release. You have to have a scientific way to manage priorities. When I got into such a situation, I looked for a simple way to implement a decision matrix to select which ones to do first. 

Here is a Google Template I created to help me. I hope it can also help to make your future decisions (with conflicting choices and priorities) more objective.


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Small Business Tips

Capture leads from your website

by SK Dutta 24. June 2015 16:06
OfficeClip Suite consists of a Free Contact Management Software that can capture leads from your website. Once leads are in the contact manager, you can track, follow-up and convert them into accounts. This article shows how to setup the lead capture module.

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Small Business Tips

How to capture appointment requests from your website

by SK Dutta 23. June 2015 22:06

If your organization provides professional services, it may be useful for your website to allow your visitors create an appointment. This tutorial walks you through the entire process of how to implement this using Group Calendar in the OfficeClip Contact Management Software.

1. In main calendar screen click on the button "Share this Calendar"

2. Click on the Show Event Details button to show the details of the events on your website calendar. Select this option if you are sharing the calendar on your intranet.

3. Select the email address that will be notified to the appointment administrator (in your organization) when a visitor books an appointment on your website

4. This creates two links, the first link is to show the full calendar to your website.

5. The second link only allows your visitor to see the "Request Appointment" form

6. You can use an iframe or just a hyperlink to show the calendar on your website. Your visitor will be able to click on the "Request New Appointment" button to request a new appointment.

7. Your visitor fills up the request appointment screen

8. An email is sent to the appointment administrator who can click on a button to finally approve the appointment

9. The appointment administrator makes final adjustments and approves the event.

The event now shows up in the OfficeClip calendar

10. An email is also sent to your visitor to confirm the event

 


This feature is a part of the free contact management software from OfficeClip.

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OfficeClip Tips

New! OfficeClip Release 10.3.57

by SK Dutta 17. June 2015 15:06
For many of our customers who have been sending me weekly emails about the new release, here it is!

In this release we have enhanced the extranet and fixed few bugs. For more details please see:

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OfficeClip News

Sending low cost campaigns and newsletters using OfficeClip

by SK Dutta 7. May 2015 16:05
OfficeClip Campaigns module can be used to send campaigns and newsletters for free as long as you have a SMTP account to send emails. If you are not sending huge number of emails, you can use your company smtp account (or even a free account like Gmail). 

Bulk email providers like Elastic Email or Amazon SES are very cost effective for sending large number of emails. Make sure that when sending bulk emails, you should setup DKIM or other mechanism to authenticate yourself.

OfficeClip Campaigns module provides features for creating good looking html emails from templates. It can also track when the user received or open emails. Currently its feature set is not as extensive as other commercial providers where you pay anything between ten to hundreds of dollars.

Here is a video on how to create and send campaigns with OfficeClip, which I created while helping a customer on this issue.


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Developer Resources

OfficeClip New Release 10.3.49

by SK Dutta 2. March 2015 15:03
We have finally released the new version 10.3.49! Thank you for your patience. Following are a partial list of things done in this release:

  • CRM - Redesigned Google Sync with new API
  • CRM - Tags are now exporting in the csv file
  • CRM - Skype integration
  • Projects - Added Notes
  • Many bug fixes and minor enhancements. Please see the Release Notes for details.

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OfficeClip News

How do you integrate customer service with your operation

by SK Dutta 17. February 2015 12:02
Customer service, an often ignored or outsourced service, is key to an organization’s growth and survival. In today's connected world, where prospective customers perform web searches before buying a product, the quality of the service translates to the ability to sell a product. Additionally, customers discuss their bad experience on websites and social networks.



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Small Business Tips

How to use CRM Filters in OfficeClip

by SK Dutta 29. January 2015 22:01
With Release 10.3 we introduced advanced filters in OfficeClip Contact Manager and CRM. I have heard from customers on creating a write up on how to use the advanced filter features for contacts and accounts. 

CRM data is often more useful when filtered! OfficeClip CRM filters are powerful in that they can express many complex conditions. This article teaches you how to use the filter efficiently.

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OfficeClip Products

How to Customize OfficeClip CRM fields

by SK Dutta 16. January 2015 22:01


Every business has different needs when when it comes to tracking contacts, customers, opportunities, campaigns, etc. OfficeClip Contact Manager and CRM allows you to customize these entities in various ways. Following are few of the screen customizations available:


More...


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OfficeClip Products

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