The Clip

This is a really handy feature of OfficeClip. Log in to OfficeClip from your mobile phone and access all your contacts, notes, tasks, appointments, etc. from anywhere you happen to be! This allows you to be even more flexible because you don’t need to be on a computer. You could be in a taxi, on a train or having a coffee and be able to get all your OfficeClip information, such as Contacts, easily from your phone.

OfficeClip was created using the Microsoft .Net framework®, giving it flexible configuration and implementation on numerous web client devices, such as web browsers, Palm® devices, and web-enabled mobile phones. To access your OfficeClip contacts from your Web Contact Manager, and other applications, simply visit www.officeclip.mobi to login to your OfficeClip account. Couldn’t be easier!!

Another great feature of OfficeClip is the ability to send SMS messages. Within every member’s information, there is a place to add a mobile number and then you can manage the SMS. This gives you the ability to either disable the SMS entirely or to specify what type of SMS messaging you would like to receive. To send an SMS to someone, just click the link beside their mobile number. Remind a team member about a meeting, send an update on a web timesheet report or share information about an account in Web Contact Manager  all from within OfficeClip! This is a an easy, efficient and very quick way to communicate with your colleagues, whether they are in the office, out to lunch or traveling for work.

If you enjoy these features, or have questions, we encourage you to leave comments for us and for other readers!

Technorati Tags: mobile phones, officeclip, SMS messaging, timesheet reports, web contact manager, web timesheet

These connectors will enable OfficeClip Timesheet users to easily and efficiently connect with third-party accounting software such as Quickbooks, Peachtree and MS Accounting. The add-ins will eliminate the need for any double entries, as all accounting data, like payroll entries, etc., can be directly moved back and forth between the accounting software you are using and OfficeClip’s Web Timesheet and Expense. Each of these connectors can also work with our Offline Timesheet, so if you don’t have an internet connection, you can still access the two-way data transfer.

In addition to the connectors for the various accounting software, OfficeClip also has MS Word and MS Outlook add-ins. The MS Word add-in will allow you to create mail-merge documents (letters, fliers, campaigns, etc.) directly from MS Word using the OfficeClip Contact Manager application. Our MS Outlook add-in enables you to quickly and easily synchronize your Contacts, Events, Tasks and Notes straight from MS Outlook to OfficeClip and vice versa. This is an extremely useful feature since we are all busy and need the ability to have flexible access to our information.

If you think having an OfficeClip Connector will make your work easier and more streamlined (which we are sure it will!) then visit the OfficeClip website to learn more and download a connector.

Technorati Tags: accounting software, Add-ins, Connectors, Contact Manager, MS Accounting, MS Outlook, MS Word, Offline Timesheet, Peachtree, Quickbooks, web timesheet

Based on our users feedback we have implemented a field-based access permission for our Web Contact Manager. This allows administrators to provide read, write, delete or append access to a role based on the value of a contact field. For example, if you want to restrict members of Georgia Team only to see the contacts who are in the State of Georgia, you can program this rule in the contact manager at organization level.

OfficeClip Contact Manager has many levels of security; the list below provides a recap of all security levels that can be set for contacts:

1. Organization Level Permission: Allows administrator to set default permission for all contacts in the organization. For example, an administrator can set the system such that only administrators can see all contacts and the contact creator can see only his/her contact.
2. Role Level Privileges: Administrators can create roles and provide privilege for the role users.
3. Role Level Object Permission: Allows creator or administrators to restrict a group of contacts accessible to only a particular role.
4. User Level Object Permission: Allows creator or administrators to restrict a group of contacts accessible to only a particular user.
5. Field-based Object Permission: Rules can be defined in the system so that when a contact is added or edited, permission is controlled based on the value of a field.

Technorati Tags: Contact Manager Tips, rules