In the past we have received many questions about how to use the Campaign feature of OfficeClip and I thought that this blog, along with the video, will give a good idea. In short the campaign manager can do a few things:

• Send Html or text emails to some or all your contacts
• Ability to send campaigns made using Microsoft Word via the campaign manager (as html email)
• Use mailmerge to merge contact information with the print campaigns made with Microsoft Word.

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Some of our customers requested us to provide an enhancement to the OfficeClip Contact Manager so that they are able to create campaigns using the Microsoft Word® and be able to send them using the html email supported in OfficeClip.

One way is to do this is to create a Word campaign and then export it to html. This creates a few issues:

1. The html created by the word document is not clean and can cause problems in many email clients
2. The images are stored in a different folder and so they cannot be sent via email resulting all the graphics to be replaced by placeholders
3. Most of the email clients switches off external files (for privacy reasons) unless it is from trusted source.

To organize contacts, accounts, opportunities etc. in OfficeClip Contact Manager you can use user-defined fields. This can be used when you are setting a single property to a field, say, you want to specify that an Account has a yearly Contract. However, it is not easy to represent something whenever there is a one to many relationship exists. for example, say we want to say that an Account is a reseller and a partner, whereas another account is an end user and a reseller. 

Tags can help in this situation as it allows you to put as many tags you need for any entity you like. For example, in OfficeClip Contact Manager, you can create a tag called Customer Type, and set three values under it.

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We have made the customization of the Login screen and footer easier. You can now use the HTML editor to insert any arbitrary html (for example your website header) in OfficeClip. In order to do this, login as site administrator and go to Manage Site Information, there you will see options for managing site header and site login.

Using the Login Screen Setup the following features can be customized:

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Starting with release 8.2.3, we have implemented a duplicate management system to weed out duplicate contacts present in the OfficeClip Contact Manager. Currently there are two places where duplicates are managed:

1. OfficeClip administrators are able to detect existing duplicate contacts and merge or remove them.
2. While importing contacts, duplicates can be ignored at input.

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Steve Pavent of Optimum Payments is a small-business owner who offers payment solutions to many other small businesses. Before using OfficeClip, the head office manually processed all business applications. Steve had the following requirements:

1. Each agent should be able to view and edit their assigned contacts and leads, because agents are geographically dispersed and earn commissions from their sales. They have to work on the contacts they acquire and manage.
2. The corporate office needs to look at all newly acquired leads and allocate them to various sales agents for further action.
3. Each agent's work hours, as well as the amount of work, need to be captured.
4. To maintain contact for better conversion and upselling, newsletters and periodic emails should be sent to all contacts and customers.
5. All documents associated with contacts and customers need to be connected within the system.
6. Careful records should be kept of all notes, events, and issues associated with any contacts.
7. Business forms should be sent directly to all prospects.

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As a small business, you can run your business more efficiently using many products that are delivered today via SaaS (Software as a service) or locally installed. For example, you may need to:

1. Manage your prospects, accounts opportunities and campaigns
2. Create and send regular campaigns for your prospects and customers
3. Manage customer support incidents and issues
4. Track Time worked on various projects
5. Track how your employees are spending time
6. Track employee and company expenses
7. Track internal issues
8. Share documents with your offsite employees and customers
9. Invoice customers
10. Share calendar events and meetings with customers, prospects etc.

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