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OfficeClip Release 10.4.15

by SK Dutta 18. May 2016 19:23

Today we have released a new OfficeClip version that contains two important enhancements and fixes more than 40 bugs.

1. Single Sign On using Google Apps and Google Login: You can now use your Google or Google Apps account to sign into OfficeClip.



2. Mark important items in OfficeClip: Now you can use Google style star icon to mark important items in OfficeClip. In addition you can use filters to see the important items. The video below shows how this can be done.


3. Bug Fixes: We have fixed more than 50 bugs in the software. For details please see our Release Notes.


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OfficeClip News

OfficeClip Upgraded to 10.4.2

by SK Dutta 3. March 2016 13:35

We have fixed few more issues and released version 10.4.2. Here are the release notes:

  1. Bug Fix: CRM: In contact >> view contact >> after adding a document goto history and download a file , busybox appears on the screen. BS1350(10.X)
  2. Bug Fix: CRM: In contacts >> call List : When choose add note it was asking for note book which should not be hapening BS1349(10.X)
  3. Bug Fix: CRM: Accounts - View - New Drop Down tool - Document now shows all the docs in pop up IK1345(10.X)
  4. Bug Fix: CRM: Contact - Email Child - There is now back button when clicked to New Account IK1337(10.X)
  5. Bug Fix: CRM: Contact Manager: Clicking on Alternate email address brings incorrectly populated screen PR0953(Support Tickets)
  6. Bug Fix: CRM: User was unable to save contacts under certain circumstances SD1381(10.X)
  7. Bug Fix: Invoice: List Screen >> paging was not working (always showing the first page)
  8. Bug Fix: Invoice: Send Note: When user clicks on the link it is giving a server error DK1378(10.X)
  9. Bug Fix: Issue Tracker: View issue>share >email - more than 2 email addresses if entered was giving an error DK1346(10.X)
  10. Bug Fix: Settings: Entire site > login screen - when we click on official website the cursor keeps on rolling DK1383(10.X)
  11. Bug Fix: Timeoff: Hourly Timeoff request is now working IK1364 (10.X)
  12. Bug Fix: Timesheet: History - Total no. of hrs if in minutes it is miscalculated in history than the actual time K1355(10.X)
  13. Bug Fix: Timesheet: List Screen history is now working SD1351(10.X)
  14. Bug Fix: Timesheet: Cannot restrict billable to a particular value... OM0955(Support Tickets)
For a detailed release notes Click Here.

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OfficeClip News

New! OfficeClip Release 10.4

by SK Dutta 13. February 2016 19:22

This is a major release after about 5 months. We fixed more than 150 issues and made lots of enhancements to OfficeClip. This article discusses the enhancements we made in various applications of OfficeClip:

More...

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OfficeClip News

How to make calls to skype from OfficeClip Contact Manager

by SK Dutta 29. October 2015 10:10
OfficeClip Contact Manager provides integration with Skype. This enables you to call your contact via skype using one click. To enable this feature do the following:

1. From Settings > Entire Site click on Options


2. Check mark the show skype button


3. Now you should see a phone icon next to the phone field


4. Clicking on it should bring up skype call window (if skype is installed)




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OfficeClip Tips

OfficeClip Wins Best of 2015 Norcross Award

by SK Dutta 8. October 2015 15:10

OfficeClip LLC, a leading provider of web-based business products and custom software solutions for small- and medium-sized businesses, has been selected for the 2015 Best of Norcross Award in the Software Company category by the Norcross Award Program.


“We are honored to receive this award. Our product helps small businesses manage employees, customers and projects within one platform. We are committed to the inherent goals of our clients by providing powerful solutions from which any company can benefit,” says SK Dutta, CEO of OfficeClip.


The Norcross Award Program’s business and community category recognizes local companies that enhance the positive image of small business through service to their customers and our community. These noteworthy companies help make the Norcross area a great place to live, work and play.


The 2015 Norcross Award Program focuses on quality. Information is gathered from various sources, both internally by the Norcross Award Program and from third parties. The program then analyzes the data to choose the winners in each category.  


About Norcross Award Program

The Norcross Award Program was established to recognize the best of local businesses in our community. The organization works exclusively with local business owners, trade groups, professional associations and other business advertising and marketing groups. Its mission is to recognize the small business community’s contributions to the U.S. economy.


About OfficeClip

OfficeClip, based out of Atlanta, Georgia, creates applications such as Contact Management, Timekeeping Software, Vacation Tracking and Support Desk software for small and medium businesses. A basic edition is available free of cost to organizations with 10 or less employees.



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OfficeClip News

Tips on how to change Timezone in OfficeClip

by SK Dutta 8. October 2015 14:10
In the past couple of weeks some new customers reported that their times are not shown in the proper timezone.

There are two ways to change timezone in OfficeClip:

  1. Organization Timezone: This is set by the administrator when the organization is created. The timezone of every new user will be set to this value. To change this go to Settings > Organization Settings > Timezone and Custom Fields (under Organization)

  2. Personal Timezone: This will override the default timezone that is set by your group administrator. To change this go to Settings > My Profile > Personal Preferences
The video below shows this in action:


See this video in high definition in YouTube


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OfficeClip Tips

Adding Status to each contacts in the OfficeClip Contact Manager

by SK Dutta 8. September 2015 15:09
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:

  1. Click on Admin > Custom Fields
  2. Add a field of list type
  3. From the configure field button add the list values
  4. 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

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OfficeClip Tips

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

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.

More...

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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

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