SK Dutta OfficeClip Contact Manager / CRM has a dedicated Outlook add-in to sync with outlook contacts. This add-in is provided in the enterprise edition of OfficeClip free of cost. The basic edition users can export contacts … Read more
In OfficeClip you can setup each of your companies as organization. Each organization is a separate entity and has it’s own information (like contacts, accounts, invoices, timesheet, expenses, users etc.) When you setup an OfficeClip … Read more
We are pleased to let you know that a new version of OfficeClip (10.2.16) has been released. This release fixes many bugs, some which are: In some cases entering alphanumeric characters in the custom numeric … Read more
During customer pre-qualification stage your representative needs to use consistent scripts. In OfficeClip you can create templates that can be used multiple times to record the pre-qualification conversations. In OfficeClip you can create the script … Read more
Your company may work on various projects and track time and expenses for them using software like OfficeClip. Today I am going to show you how to give limited access to your customers so that … Read more
OfficeClip Contact Manager has ability to set privileges and access permission using rules. To run your business effectively you may require different permissions for different users types. For example, one company may require everybody in … Read more
Staging servers are needed when you do not want to put a new release directly into the production environment. You may want to make sure if some new feature needs some training, or your team … Read more
Note: If you are using OfficeClip from AWS Marketplace, you *DO NOT* need to follow the instructions given below. Your initial password of the created instance is abcd1234@ which must be changed before using the software. Amazon … Read more
For the past few months we have been working hard in making OfficeClip more usable to our users. In the new release 10.2.1 we have fixed numerous bugs and created many enhancements. Most of these … Read more
I have gotten a few requests on how to make appointments on behalf of someone else in OfficeClip Calendar. Here is a quick video: SK DuttaSK Dutta is a software architect and creator of … Read more
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