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OfficeClip Suite Release Notes

Release 9.1.17 - Sep 27, 2011

• Enhancement : Added Attachments in campaign design screen
• Bug Fix : Contact >> View Contact after creating new contact... Convert button is not showing
• Bug Fix : OfficeClip Login Page(Default.aspx) if Unchecked, the "Save my Login ID on this machine" it preserves the state for the next time.
• Bug Fix : In contact manager reports, parent Account name is showing as integer
• Bug Fix : Time off-->Reports-->Normal user-->edit the report -->select the filter-->select the timerange and apply-->object reference error is coming

Release 9.1.16 - Sep 1, 2011

• Bug: Cannot export accounts if any boolean field exists

Release 9.1.11 - Jun 26, 2011

• Enhancement: New Application, Time Off, can be used to manage Paid Time Off for employees
• Enhancement: Users can now select how many contacts they want to see in a page
• Enhancement: Invoice currency now works for countries other than US
• Enhancement: Login Screen messages modified so that site administrators can show multiple message types on the login screen
• Enhancement: OfficeClip is now separated as Enterprise Edition and Professional Edition. Free Edition still remains.
• Enhancement: Codebase changed to Microsoft.Net 4.0 framework
• Bug: Mobile Version, when trying to create an empty note, an error is shown
• Bug: In the latest FireFox browser some buttons shows up overlapping

Release 8.2.5 - Dec 4, 2010

• Enhancements: Invoice application now supports ACH processing, CVV2 verification and many other features.
• Invoice application supports google checkout
• Enhancements: Accounts can now see invoices as related data
• Enhancements: Campaigns can now be created using the MS Word(R) and sent using OfficeClip using the mht format
• Enhancements: Tags are now moved to a different area in contact detail to make is easy to view and change
• Enhancements: Contacts fields can now be hidden or moved across any section
• Bug Fix: Status search is not working on invoices
• Bug Fix: OfficeClip Mobile - Creating private notes is not saving in OfficeClip
• Bug Fix: Report scheduling is not sending the reports daily at the correct time
• Bug Fix: Opportunities - Search feature not working on certain fields
• Bug Fix: Calendar extranet link not seen in all cases
• Bug Fix: Portlet search button is now working correctly

Release 8.2.4 - Aug 16, 2010

• New Application: Invoices - Allows you to create invoices from within OfficeClip and your customers to pay for the invoices via extranet (Beta)
• Bug Fix: Incorrect Mobile Link going to some users
• Enhancement: Added a new build number to the OfficeClip Version Number

Release 8.2.3 - Mar 22, 2010

• Enhancement: Login screen look and feel modified.
• Enhancement: Added Tags and Tag Groups to the Contact Manager. Accounts, Opportunities etc.
• Enhancement: Added more colors as labels to specify various events in the calendar
• Enhancement: Contact Search and Filter now works together to implement search within filtered contacts
• Enhancement: Blackberry and Droid phones are now supported in OfficeClip Mobile
• Enhancement: Added an ability to restrict user from creating duplicate timesheets for the same period
• Enhancement: The login screen header and footer the site header can now be edited using the html editor
• Enhancement: Allowed Auto Approve in timesheet and expense to be controlled via Role Privileges
• Enhancement: Implemented duplicate management in Contact Manager
• Bug Fix: Fixed Error while importing Tracktime to timesheets with the options that are already in the timesheet.
• Bug Fix: Fixed Cancel Button that gave error in Project-->Admin-->Allocate members.
• Bug Fix: Fixed Error that occured while exporting contacts to ocXML if any of UDF is DateTime.
• Bug Fix: Removed validation while deleting a Rule condition in Timesheet -> Admin -> Rules
• Bug Fix: Calendar Event description now allows 4000 charecters.
• Bug Fix: Fixed Error that did not allow users to enter new list values in State and Country fields for Contact Manager.
• Bug Fix: Added an error message if the organization name is empty in Contacts -> New Contact -> Organization Viewer -> Click on save without any name.
• Bug Fix: Busy Image stays in IE7 in Opportunities -> Admin -> Contact Role -> Add New -> Insert.
• Bug Fix: Validation added for Contact -> Admin Rules -> Add New -> "if Field value has" condition.
• Bug Fix: User is trying to add a udf field of type bool in Account and getting the error on the screen
• Bug Fix: If User Timezone and Server Timezone are different then, Task Dates are not correct in CSV export(Timesheet -> Import/Export -> Bulk Timesheet Export)

Release 8.2.2 - Jan 8, 2010

• Bug: In rules screen there are two column heading that has the same name action.
• Bug: The backup is hanging after the system given an error message saying that some file could not be accessed
• *New Application: OfficeClip for Mobile Users (currently IPhone and IPod touch)
• Bug: Problem emptying email folder
• Enhancement: RDL report paper size has to be configurable, In export and print
• Enhancement: Issue Tracker Track time Report... Added another field to show hours fraction of tracktime duration in: Tasks tracktime, contact / account tracktime and, issue tracktime reports.
• Enhancement: Added a tree view navigator to OfficeClip setup
• Enhancement: Added coded Paper sizes in report print settings.
• Bug Fix: Users getting reminders for renewal unnecessarily.
• Enhancement: Added capability for making four more sections for contact manager udf.
• Bug: When creating the divisions and when going to the ogranization drop down list, the created divisions is not updated unless we refresh it.

Release 8.2.1 - Nov 1, 2009

• Enhancement: Redesign of the Dashboard and Consolidation of Home Page and Desktop application.
• Enhancement: Ability to filter on empty fields in Contacts Manager.
• Enhancement: Better Organization of Timesheet and Expense profile screens.
• Enhancement: RDL Report now allows end users to choose filters.
• Enhancement: Document manager now recognizes extensions such as docx, xlsx etc.
• Enhancement: All Organization, This Organization and Private Views are now available for tasks.
• Enhancement: RDLC Report to track the number of days each issue has been open.
• Enhancement: Ability to automatically send emails to the people who has not submitted their timesheet. (Can be configured in profile screen from Admin)
• Bug Fix: Send email on new registration screen was not working sometimes.
• Bug Fix: UDF date format in issues list screen is not according to the regional settings.
• Bug Fix: Time and Expense column/row total is incorrect for negative numbers.
• Bug Fix: If some RDLC reports are shared then when deleting the shared report warning must be shown.
• Bug Fix: Deleting an account from AccountList page in Timesheet > Projects.
• Bug Fix: User friendly error message when send email is failed while creating new issue. (in Extranet)
• Bug Fix: About Box in OfficeClip hosted version gives incorrect information to the user.
• Bug fix: In calendar,create/edit next month event and cancel,then it comes to current month.
• Bug Fix: Non admin should not see the admin button in extranet.
• Bug Fix: Daily Calendar switch between 24 hrs and Business Hours format should be persistent.
• Bug Fix: error in BulkApprove, when comments are present in expensesheets.
• Bug Fix: Extranet > Share list > Click on the delete all then after refreshing the screen, items get deleted.
• Bug Fix: calendar > new event > When changed start time then end time does not change.
• Bug Fix: Time incorrect when sombody double click on the calendar to enter time.

Release 8.1.5 - Sep 5, 2009

• Enhancement: Redesigned TrackTime features. Now the tracked time can be imported in the timesheet.
• Enhancement: Redesigned Calendar features. We changed The complete user interface.
• Enhancement: Changed Design of the Campaign user interface.
• Bug Fix: In Contacts if a shared report is deleted without deleting the Share then Extranet user gets the friendly error message.
• Bug Fix: Only Applications Allowed for users can be accessed using Quick create.
• Bug Fix: When a contact is deleted its corresponding notes are also deleted now.
• Bug Fix: Disabling parent applications will not disable the child appilcation.

Release 8.1.4 - Jul 26, 2009

• Enhancement: Redesigned Extranet features.
• Enhancement: Issue Tracker Field value change rules are applicable to New and Edit triggers.
• Enhancement: Added Clone feature in Contact Manager, Accounts and opportunities.
• Enhancement: Changes in the regarding control. Information about selected regarding field is shown as a tooltip.
• Bug Fix: Cannot copy UDF field correctly when doing CSV import and export.
• Bug Fix: Issuetracker email format is modified (displayed as table.)

Release 8.1.3 - Jun 27, 2009

• Enhancement: new Report (using Microsoft RDL) implemented. Existing Crystal reports are still available using the Old Reports link.
• Enhancement: Ability to send or resend, failed or selected mails in Campaign Email history added.
• Enhancement: Issue Tracker attachments screen, upload and finished two buttons are now there
• Enhancement: Issue Tracker - grid pager tooltip created
• Enhancement: Contact Manager: new fixed field "website" is added
• Enhancement: In Timesheets and Expenses, Search is included in button bar.
• Enhancement: Calendar invitation e-mail includes timezone information.
• Bug Fix: Issue Tracker Binder List list now displays Last Issue Entered date / time, in local time zone.
• Bug Fix: Timesheet print preview layout when popup screen is maximized fixed.
• Bug Fix: Fixed issue where one cannot move open cases from one binder to other.
• Bug Fix: Issue Tracker - cannot copy UDF information from one binder to other.
• Bug Fix: Approver cannot see the expense in report.
• Bug Fix: Trouble saving timesheet (displays wrong text when there are no durations filled).
• Bug Fix: Contact Filter not working for Owner.
• Bug Fix: Documents >> Admin >> Application documents >> data repetition fixed.
• Bug Fix: Button bar layout when name of the organization is long fixed.
• Bug Fix: Campaign, UDF fields are not displayed in new or edit campaign fixed.

Release 8.1.2 - May 31, 2009

• Enhancement: Implementation of Relationship module to connect between various objects.
• Bug Fix: Date and time of Notification email for calendar event fixed
• Bug Fix: Mileage is no longer mandatory in expense detail form
• Bug Fix: In Issue tracker, removed Created and modified by in new case edit screen
• Bug Fix: Support help link fixed
• Bug Fix: Extranet change password screen fixed
• Bug Fix: Contact Role modifying contact role deleting contact roles

Release 8.1.1 - May 2, 2009

• Enhancement: Complete Redesign of the OfficeClip User Interface