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How to use Duplicati to take OfficeClip backup on the cloud

by skdutta 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 Products Now Offered on AWS Marketplace

by skdutta 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 skdutta 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 skdutta 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

OfficeClip Release 10.2.16

by Admin 12. May 2014 16:05
We are pleased to let you know that a new version of OfficeClip (10.2.16) has been released. This release fixes many bugs, some which are:
  • In some cases entering alphanumeric characters in the custom numeric field triggers an error (IK0435)
  • Cannot use track time in chrome browser (SD0429)
  • There is no way to recover the archived timeoff request (KP0667)
  • Basic edition users are unable to set mileage (MO0513)
  • In some cases emails through OfficeClip is not getting sent (JC0648)
  • Manual Sync of QuickBooks is not filtering service items correctly (SD0428)
  • In some cases export csv for accounts is giving error (RK0622)
Detailed release notes are available at http://officeclip.com/web/releasenotes.html

Please note that the hosted version users are automatically upgraded. If you are using the installed version, you can download from http://officeclip.com/web/download.html

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OfficeClip News

How to use customer Pre-Qualification script in OfficeClip

by skdutta 6. May 2014 12:05
During customer pre-qualification stage your representative needs to use consistent scripts. In OfficeClip you can create templates that can be used multiple times to record the pre-qualification conversations.

In OfficeClip you can create the script once and store it in the library, you can then use it for the pre-qualification of all your contacts.




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OfficeClip Tips

Share timesheet and project information with your customers

by skdutta 18. April 2014 16:04
Your company may work on various projects and track time and expenses for them using software like OfficeClip. Today I am going to show you how to give limited access to your customers so that they can track information related to their own projects.

This process includes a few steps:
  1. While creating a report, click on the Filter tab and set the filter to a particular customer or project. You may also use the filter to restrict the number of employees that works in the project.
  2. Now click on the Filter Permission tab and only check mark those fields that you want to allow your customers to change.
  3. Once the report is created, create a secured share for this report for your customer.
That's it! now your customer can access this report in a restricted fashion and will be able to view his/her own project information. The video below shows how to set this up.


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OfficeClip Tips

How to set Contact Manager permission

by skdutta 14. March 2014 22:03
OfficeClip Contact Manager has ability to set privileges and access permission using rules. 

To run your business effectively you may require different permissions for different users types. For example, one company may require everybody in their organization to be able to modify all contacts but not be able to delete them. While another organization may require contacts cannot be seen until it is assigned to the user. OfficeClip's rule based permission takes care of many of these scenarios.

Recently we have received a few requests to explain the details of the access permission of OfficeClip Contact Manager. I have created a video which attempts to explain some of it.


Note: For clarity watch in full-screen mode


Did this video help? please ask your questions or provide comments below.


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OfficeClip Tips

How to create a staging server for OfficeClip

by skdutta 7. March 2014 12:03
Staging servers are needed when you do not want to put a new release directly into the production environment. You may want to make sure if some new feature needs some training, or your team may feel comfortable testing the new release before putting it in production.

This article provides a step-by-step walk-through of creating a staging server. It also explains how you can use a pre-configured amazon ec2 instance as staging server.



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Developer Resources

How to use Amazon Ec2 Free-Tier with OfficeClip

by Narsimha 21. February 2014 08:41

Note: If you are using OfficeClip from AWS Marketplace, you *DO NOT* need to follow the instructions given below. Your initial password of the created instance is abcd1234@ which must be changed before using the software.


Amazon provides a free-tier for its EC2 (Elastic Cloud) on their smallest server (called micro-instance) for one year as long as you are within their limits of access (for limits see http://aws.amazon.com/ec2/pricing/). In most cases you will not have to pay for it in the first year. After the first year you will pay around $15 to $20 per month if you prepay for one or three years. Please visit http://aws.amazon.com/free and the amazon AWS site at http://aws.amazon.com to get more details.

We have created an Amazon Machine for you with OfficeClip already installed. The basic version of OfficeClip is free for 10 users. So essentially you can run OfficeClip dedicated server free for one year.

Let's see how this compares with installing OfficeClip at your own machine:

  • Pros: You have a dedicated machine but do not have the hassle of software installation and maintenence
  • Pros: OfficeClip is pre-installed for you, so all you have to do is start the machine
  • Pros: Amazon currently provides a free-tier for one year
  • Pros: You can dynamically scale processing power, memory and disk space while keeping the information intact.
  • Cons: Amazon Free Tier Micro Instance is a small machine and OfficeClip may run slow. We have tested it ourselves. While most operations are fast, sometimes you may have to wait for a few seconds delay.
  • Cons: Amazon charges for the bandwidth, so you have to be careful. If your machine is compromised by some spyware, it can run up your bills quite a bit. Amazon has alarms to guard against it but most people do not set those.
  • Cons: It is more expensive to host your machine at amazon compared to hosting it on premise if you do not consider human labor cost of installation and maintenence.

Installation Steps

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