Web Contact Manager

Web Contact Manager - FAQ
A.General
A1. What is the difference between the OfficeClip Web Contact Manager and an Address Book?
A2. Can OfficeClip Web Contact Manager support two separate organizations in one installation?
A3. How is OfficeClip Local differ from OfficeClip Hosted?
A4. What additional software do I need to install in order to access OfficeClip?
B.Security
B1. If I use OfficeClip Hosted what happens to my data if I leave?
B2. How is the data transmission over the internet secured?
B3. What are the security features of the OfficeClip Web Contact Manager?
C.Managing Contacts
C1. Is it possible to configure fields in the OfficeClip Web Contact Manager?
C2. Can I send campaigns to my contacts?
C3. How can I use MS Word mail-merge function to include contact information?
A.General
A1. What is the difference between the OfficeClip Web Contact Manager and an Address Book?
OfficeClip Web Contact Manager is much more than an address book. While an address book stores name, address and the contact information. OfficeClip Web Contact manager provides tracking capability with each contact. Some of the features are:
  1. Activities may be created for each contact. Each activity is linked with the contact for which it is created. They can be accessed via individual applications (e.g. calendar) or via the contact list.
  2. Each contact can contain documents that can be isolated from other contacts.
  3. A detailed history on the edits done on the contact is visible.
  4. Sophisticated user-defined filters and reports makes it easier to find contact information quickly.
  5. Contacts can be assigned specific rights so that they may be protected in the organization.
  6. Contacts can be assigned to other person in the organization.
A2. Can OfficeClip Web Contact Manager support two separate organizations in one installation?
Each OfficeClip organization and divisions can have their own contact manager completely isolated from every other entity. These can be configured to act as if they are separate contact manager applications with its own data store and security.
A3. How is OfficeClip Local differ from OfficeClip Hosted?
OfficeClip Web Contact Manager can be implemented in your organization in two different ways:
  1. Local: You can download and install OfficeClip software at your own server. This has the benefit of having full control over the server. You can schedule your own backup, maintenance, increase disk space etc. Also this allows enterprise to put the server behind a firewall, thereby increasing the security. Having the local version also allows administrators to do more customization that are not available on the online edition.
  2. Hosted: The hosted edition allows organizations to setup and run OfficeClip in minimum time. No installation is necessary. It is good for users who do not want to install the OfficeClip software and wants to access from anywhere and anytime.
A4. What additional software do I need to install in order to access OfficeClip?
Access to OfficeClip is done via a web browser and no additional software is necessary. OfficeClip software does not use any ActiveX controls. Note that javascript used by OfficeClip and should be enabled in the browser that accesses OfficeClip.

B.Security
B1. If I use OfficeClip Hosted what happens to my data if I leave?
Information you store in OfficeClip belongs to you. You can export all information from OfficeClip at any time. If you decide to leave, the account automatically goes to the inactive state and gets removed from the system during periodic housekeeping.
B2. How is the data transmission over the internet secured?
OfficeClip Web Contact Manager allows SSL (Secured Socket Layer) access to the server. The SSL allows data to be encrypted while transit through the internet, making it virtually impossible to sniff via network analyzers and other tools. OfficeClip online already comes with SSL as default. If you have installed OfficeClip at your server, it is highly recommend that you use SSL traffic to communicate with the server.
B3. What are the security features of the OfficeClip Web Contact Manager?
Each contact can be assigned read, write, append and delete permission based on the user role or for specific users. Also, administrators can control the access on who can create contacts. The following security levels are available:
  1. Login Security: Only authorized users can access the Web Contact Manager application.
  2. Role Based Security: Various features of the Web Contact Manager can be switched on or off based on the user roles. User roles can be controlled by administrators.
  3. Object Based Security: Access can be controlled for each Contacts, Accounts, Opportunities etc. Various access levels are Read/Write/Delete and Append. These levels can be set at system level, application level, role level or individual user level. For example, administrators can set a rule so that all members of guest role cannot edit any contacts created by another member.

C.Managing Contacts
C1. Is it possible to configure fields in the OfficeClip Web Contact Manager?
OfficeClip Web Contact Manager allows for unlimited user defined fields. There are various field types to choose from to allow users to represent a wide range of objects.
C2. Can I send campaigns to my contacts?
The Professional, Premium and Online Edition of OfficeClip Web Contact Manager includes a campaign manager that allows sending text and html campaigns to your contacts. A campaign designer allows creation of campaigns. Campaigns can also be tracked from within the Web Contact Manager.
C3. How can I use MS Word mail-merge function to include contact information?
The Professional, Premium and Online Edition of OfficeClip Web Contact Manager includes a MS Word Add-in that can be installed on your computer to create mail-merge documents. Please note that MS Word (version 2000 or higher) needs to be installed on your machine.

Last Updated: Wednesday, September 01, 2010