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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:


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OfficeClip Products

Bringing better collaboration to international teams

by SK Dutta 13. January 2015 14:01

Today most Fortune 500 companies have offices in other countries like China and India. Small businesses can compete by using virtual teams to complete development projects. The challenge is how to manage projects where all team members are not in the same geographical location.

According to i4cp’s productivity blog, even though the use of geographically dispersed teams doing complex work has increased, they require proper structures and knowledge sharing to make them work effectively. Show the infographics on the above web page here.

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Small Business Tips

Creating Good Business Goals and Strategies for 2015

by SK Dutta 4. January 2015 16:01
Many small business owners create goals for their company every year. A few owners think this process is a waste of time and decide things as they come.

When creating goals, it is important to make them specific and to evaluate your progress. For example, when creating sales goals make them specific in terms of sales numbers (say increasing from $600,000 to $1M), then look at creating specific action steps to achieve these goals. Finally, every month- and quarter-end review the goals and the results. The article How to develop your 2015 Business Goals provides a clear explanation of the process.

Once you have determined your goals, you will need to create a good strategy to implement the action steps. Now, how do you create a good strategy, or what is a bad strategy? Most often this is understood in hindsight when we look back at what did not work.


Photo Courtesy edonahue Creative Commons Attribution

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Small Business Tips

How to use tags effectively in Contact Manager

by SK Dutta 29. December 2014 12:12
In any CRM, Tags allows free form categorization of contacts, customers and other entities. Usually contacts are often categorized using lists with fixed values. These are sometimes restrictive because they do not allow normal users to easily change an existing value. Also, in most places users cannot select more than one values per field.

Tags by definition is free form and users can easily add or remove them. Entities using tags can be easily searched and categorized.

OfficeClip contact manager implements hierarchical tags. This means that entities can be categorized in two levels. For example, you may want to create a higher level tag called insurance. You can then tag one contact, say John, Provides Life Insurance services and lived in Florida and another contact Mary, provides Auto Insurance service and lived in Georgia.

Contact: John
Tag: Services > Life Insurance
         Lived In > Florida

Contact: Mary
Tag: Services > Auto Insurance
         Lived In > Georgia

So you can search based on the services provided or where the contact lived in.

This video shows how OfficeClip Contact Manager implements hierarchical tags.




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OfficeClip Tips

How to design of new filters in OfficeClip

by Admin 30. October 2014 16:10
Finding the right contacts from a list of, say 10,000 contacts, is time consuming. Filters are sometimes difficult for understand and use.  

Consider the following:

You want to send newsletters to all non-customers in the state of Georgia and Florida whose birthday is in this month.

In OfficeClip, you can create such a filter intuitively. The completed filter will look like:
We worked hard to provide you a filter that is simple to understand and yet powerful to represent most of the conditions.

See a video on how to use the new filter:



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OfficeClip Tips

OfficeClip Release 10.3

by SK Dutta 18. October 2014 21:10

Welcome to the major release of OfficeClip. In this release we have made many enhancements and closed numerous issues. Some important enhancements are shown below:

See full release notes here

Site Wide Enhancements

Many New Skins

We have added many skins so that you can change the look and feel of your OfficeClip applications.

Click here to see a 30 secs video

Enhanced Email Templates

All email templates have been redesigned:

  • Icon shows the type of email
  • There is a link to directly go to the OfficeClip application

Better Help Files

Help files now has images to explain the concept better. Also, you can export and print help files as pdf and chm documents.

Drag-and-Drop Support For Files

Now you can drag-and-drop documents from your file manager. Also, if the document is of type image (png, gif, jpg), you can expand it to see the details.

Click here to see a 30 secs video

Introduction of Notebooks

If you are already using Notes in OfficeClip, you can appreciate separating your notes using notebooks.

Contact Manager / CRM Enhancements

CRM Filter Redesigned

The filter now allows OR and AND condition. We have also made it easier to understand.

Click here to see a short video

New Permission For CRM Fields

Role-based permission is provided to every CRM field:

  1. Read: Allows read access to the field
  2. Add new: Allows entering new values the field from the New screen
  3. Edit: Allows changing the current values of the field

Emails Linked With CRM Records

When you see the contact or account details, you will also be able to see all the emails that anyone from your organization has exchanged with them.

A campanion email application is also provided to collect emails in the background so that no user intervention is needed.

Click here to see a 30 secs video

More Templates For Campaign Application

Templates allows you to select and customize the look and feel of your emails. We have also added a opt-out link so that your subscriber can opt out from emails.

TimeSheet / HRM Enhancements

New Time Off Application

The Time Off application has been redesigned:

  • Calendar shows the team time offs
  • Various Time Off accrual rules are implemented
  • Approvals of Time Offs

New Invoice Template

A new professional invoice template is included in this release.

Issue Tracker Enhancements

Help Desk Functionality Added

Issue Tracker can now be used as help desk. Your customers can report issues in three ways:

  1. Via email
  2. You can design a web form and put on your site
  3. Customers can call in and report issue

Customers can also keep track of issue and add notes

See full release notes here

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OfficeClip News

How to use Duplicati to take OfficeClip backup on the cloud

by SK Dutta 8. August 2014 19:08

Image by -JvL- from Flickr Creative Commons

Duplicati is an open source, powerful backup software on the cloud. It can take backups to various storage clouds like Google drive, Amazon S3, Microsoft OneDrive, ftp etc. It supports full and incremental backup.

OfficeClip develops free basic and enterprise edition of the Contact Manager (CRM), project management and support ticket software suite that can be installed on private clouds like amazon Ec2. This article will show how to backup OfficeClip sql database, documents and code files using Duplicati and amazon s3 cloud.

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OfficeClip Tips

OfficeClip Products Now Offered on AWS Marketplace

by SK Dutta 15. July 2014 15:07
Starting today the OfficeClip suite, consisting of the Customer Relationship Manager (CRM) and HR Management module, will be available on Amazon Web Services (AWS) in AWS Marketplace with hourly and yearly subscriptions.

OfficeClip Suite provides small businesses with the ability to manage customers, employees, and projects with one suite of applications. The software solution provided by OfficeClip under one platform includes Contact Manager, DCAA compliant Timesheet, Expense Management, and Project Tracking and Issue Tracking system. OfficeClip customers enjoy an integrated software experience and can avoid having to acquire and manage multiple products to run their business.

"The AWS Cloud is a secure, scalable, and cost effective platform for our customers. In addition to our SaaS and local installation solution AWS can provide our customers with the benefits of preinstalled software and having full control of their own data." says SK Dutta, President of OfficeClip LLC.

“We are excited to have OfficeClip offer their software with annual subscriptions on AWS Marketplace.  Many customers want the flexibility to purchase software in a way that allows them to forecast expenses ahead of time,” said Barry Russell, Head of Business Development for AWS Marketplace, Amazon Web Services, Inc. “Annual subscriptions on AWS Marketplace enable customers to do that.  With the OfficeClip suite available in both hourly and annual pricing, customers can quickly expand or launch new initiatives without large up-front costs, while taking advantage of material savings for steady-state, long-term workloads.”

OfficeClip will be available in AWS Marketplace in two editions. The basic edition will be free for all AWS Marketplace users, and the enterprise edition can be purchased hourly, or yearly at a significant discount. AWS infrastructure charges apply.

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OfficeClip News

How to manually import outlook contacts in OfficeClip

by SK Dutta 2. July 2014 16:07
OfficeClip Contact Manager / CRM has a dedicated Outlook add-in to sync with outlook contacts. This add-in is provided in the enterprise edition of OfficeClip free of cost. The basic edition users can export contacts from outlook and import in OfficeClip. This video explains how to do this:


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OfficeClip Tips

How can you manage multiple companies using OfficeClip

by SK Dutta 16. June 2014 17:06
In OfficeClip you can setup each of your companies as organization. Each organization is a separate entity and has it's own information (like contacts, accounts, invoices, timesheet, expenses, users etc.)

When you setup an OfficeClip account, you are effectively setting up multiple copies of OfficeClip, each independent of the other.

The access privilege of various information in organization is simple. You have access to the organization if you are a member of the organization. If an user belongs to multiple organization, he/she can switch between them and have access to the data.

You can use this feature to manage information between multiple divisions which are located in different geographic regions or are completely independent.




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OfficeClip Tips

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