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Since we're constantly working with our customers and listening to their feedback,
we try to enhance the OfficeClip experience by continually developing and designing better solutions.
We understand the best way to deliver a better product/service is to incorporate our customers into
the development process, so we encourage all of our community to express their ideas and concerns.
Contact Roles for Opportunities
(Works with Version: 7.7.8 or higher)
Opportunities can now be associated with Contacts and their
Roles. To enable this feature, go to Opportunity > Admin > Children.
Setting up various Authentication Modes
(Works with Version: 7.7.8 or higher)
OfficeClip installable edition now supports Forms, Windows and LDAP
authentication. This allows companies to configure OfficeClip authentication
based on the way they already authenticate other services in their
organization.
The following are the details on these authentication types. Click on the link
below to see more information on how to set it up:
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Forms Authentication
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This is the default mode of authentication. In this mode,
users are authenticated via their login and password. The
authentication values are stored in the database.
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Windows Authentication
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This mode allows users to login using Microsoft Windows
login and password authentication. This allows users to
automatically login using their windows credential.
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LDAP Authentication
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In this method user's login using their login id and password.
This is different from the Forms Authentication in that the
password is stored in the LDAP server. OfficeClip delegates the
login to the LDAP server and allows access upon confirmation from
the LDAP sever.
Note that this is only applicable to the Installable version of OfficeClip.
The Hosted version currently supports Forms authentication only. The detailed
setup instructions are also available in the setup.chm file bundled with the
installation zip file.
Various Connectors for Web Timesheet
(Works with Version: 7.7.1 or higher)
The OfficeClip Timesheet Connectors are Add-ins that helps
streamline Web Timesheet tracking and Accounting processing.
With "one-click" synchronization, the Connectors
offers a seamless workflow by reducing the need for double
entry and quick transfer of accounting data (e.g. Payroll entries).
The following list provides details of various Timesheet Connectors implemented
by OfficeClip:
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QuickBooks Interface
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Allows bi-directional synchronization between OfficeClip Timesheet entries
and QuickBooks.
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Peachtree Accounting Interface
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Allows bi-directional synchronization between OfficeClip Timesheet entries
and Peachtree Accounting.
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MS Accounting Interface
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Allows bi-directional synchronization between OfficeClip Timesheet entries
and MS Accounting.
Offline Timesheet and Expense
(Works with Version: 7.7.1 or higher)
You can now enter time and expense with our Offline Timesheet when you
are not connected to the internet. The Offline Timesheet module can be
installed on your laptop and allows synchronization with the OfficeClip
Web Timesheet.
Export Wizard for various applications
(Works with Version: 7.6.6 or higher)
Although we had csv export (Excel Compatible) format in OfficeClip, we decided to make it a little
better by providing an export wizard for exporting data out of OfficeClip. Many of our customers asked for
full control on the exported data columns and filters. With the new wizard, users will be able to select
which column to export, change the column names of the exported file and choose filters that are pertinent
to the application. Also, once you set the parameters, it will remember it next time you export.
The following list shows how to access this feature in various applications:
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Web Timesheet and Expense
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Go to the Timesheet or Expense Application, Click on Export, then click on Bulk Timesheet (or Expense) Export.
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Web Contact Manager
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Go to the Contact Manager Application, Click on Import/Export, then click on "Export all contacts in csv format".
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Web Issue Tracker
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Go to the Issue Tracker Application, Select a Binder, Click on Import/Export, then click on "Export Issues to csv file".
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Web Group Calendar
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Go to the Calendar Application, Click on Import/Export, then click on "Export Event".
Note that you need to login as administrator to export information from an OfficeClip application.
Figure:
Access Rules for Contact Manager
(Works with Version: 7.6.5 or higher)
In addition to role-based security and object security (where access can be controlled for each individual contacts),
we have implemented a field based security using access rules. So you can define a rule as "If the contact's state
is Georgia, provide read, write and append access to the role Sales". Whenever a contact is added or edited, the
access rules are fired.
Figure:
Holiday Management
(Works with Version: 7.6.5 or higher)
Holidays can be set by the site administrator and is visible in OfficeClip Calendar, OfficeClip Timesheet and OfficeClip
Expenses. OfficeClip comes installed with preset holidays for many countries.
Figure:
Escalation Rules for Issue Tracker
(Works with Version: 7.6.4 or higher)
Sometimes customer issues to do get the attention they deserve. They fall through the cracks! The escalation rules
automatically escalates the issues after a certain time has passed. For example, you can set up a rule as "If the
Status of the Issue is kept open for the past 10 days and the issue priority is High, then send an email to the issue creator".
Figure:
Reimbursement Tracking
(Works with Version: 7.6.2 or higher)
OfficeClip will now allow tracking of expense reimbursements. Reimbursement tracking will allow
administrators to keep track of reimbursements and cash advances for member expenses. This feature is
only available to administrators can can be enabled from Expense Admin -> Profile.
Figure:
SMS Notification & Messaging
(Works with Version: 7.5.10 or higher)
Now, you can receive SMS notifications and messages, as well as, send
SMS to other Organization Members. Just go to the Member Console (Desktop >> Members)
and select your User Name, you'll find the Setup SMS link next to your cell phone number.
Figure:
Learn more about SMS Notification & Messaging
Outlook Add-In Enhancements
(Works with Version: 7.5.10 or higher)
Outlook add-in for OfficeClip allows members to synchronize their contacts, events, tasks and notes with
Microsoft Outlook 2003 (or higher). With this enhancement you will be able to select different outlook
folders to synchronize with OfficeClip. This will allow you to keep personal and
OfficeClip items separate.
Figure:
Learn more about Outlook Add-In
Mobile Contact Manager
(Works with Version: 7.5.3 or higher)
Now you can use your mobile devices like Blackberry, Pocket PC or WAP powered mobile phones to
access the OfficeClip Contact Manager when you are on the road. Just point your mobile browser
to http://www.officeclip.mobi and you should be able to access all your contact information.
Figure:
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