7. August 2015 18:08
Suppose you have a bunch of enhancements to make and it seems all of them are important for the next release. You have to have a scientific way to manage priorities. When I got into such a situation, I looked for a simple way to implement a decision matrix
to select which ones to do first.
Here is a Google Template I created to help me. I hope it can also help to make your future decisions (with conflicting choices and priorities) more objective.
24. June 2015 16:06
OfficeClip Suite consists of a Free Contact Management Software
that can capture leads
from your website. Once leads are in the contact manager, you can track, follow-up and convert them into accounts. This article shows how to setup the lead capture module.
23. June 2015 22:06
If your organization provides professional services, it may be useful for your website to allow your visitors create an appointment. This tutorial walks you through the entire process of how to implement this using Group Calendar in the OfficeClip Contact Management Software.
1. In main calendar screen click on the button "Share this Calendar"
2. Click on the Show Event Details button to show the details of the events on your website calendar. Select this option if you are sharing the calendar on your intranet.
3. Select the email address that will be notified to the appointment administrator (in your organization) when a visitor books an appointment on your website
4. This creates two links, the first link is to show the full calendar to your website.
5. The second link only allows your visitor to see the "Request Appointment" form
6. You can use an iframe or just a hyperlink to show the calendar on your website. Your visitor will be able to click on the "Request New Appointment" button to request a new appointment.
7. Your visitor fills up the request appointment screen
8. An email is sent to the appointment administrator who can click on a button to finally approve the appointment
9. The appointment administrator makes final adjustments and approves the event.
The event now shows up in the OfficeClip calendar
10. An email is also sent to your visitor to confirm the event
This feature is a part of the free contact management software
17. June 2015 15:06
For many of our customers who have been sending me weekly emails about the new release, here it is!
In this release we have enhanced the extranet and fixed few bugs. For more details please see:
7. May 2015 16:05
OfficeClip Campaigns module can be used to send campaigns and newsletters for free as long as you have a SMTP
account to send emails. If you are not sending huge number of emails, you can use your company smtp account (or even a free account like Gmail).
Bulk email providers like Elastic Email
or Amazon SES
are very cost effective for sending large number of emails. Make sure that when sending bulk emails, you should setup DKIM
or other mechanism to authenticate yourself.
module provides features for creating good looking html emails from templates. It can also track when the user received or open emails. Currently its feature set is not as extensive as other commercial providers where you pay anything between ten to hundreds of dollars.
Here is a video on how to create and send campaigns with OfficeClip, which I created while helping a customer on this issue.
2. March 2015 15:03
We have finally
released the new version 10.3.49! Thank you for your patience. Following are a partial list of things done in this release:
- CRM - Redesigned Google Sync with new API
- CRM - Tags are now exporting in the csv file
- CRM - Skype integration
- Projects - Added Notes
- Many bug fixes and minor enhancements. Please see the Release Notes for details.
17. February 2015 12:02
Customer service, an often ignored or outsourced service, is key to an organization’s growth and survival. In today's connected world, where prospective customers perform web searches before buying a product, the quality of the service translates to the ability to sell a product. Additionally, customers discuss their bad experience on websites and social networks.
29. January 2015 22:01
With Release 10.3 we introduced advanced filters in OfficeClip Contact Manager and CRM
. I have heard from customers on creating a write up on how to use the advanced filter features for contacts and accounts.
CRM data is often more useful when filtered! OfficeClip CRM filters are powerful in that they can express many complex conditions. This article teaches you how to use the filter efficiently.
13. January 2015 14:01
Today most Fortune 500 companies have offices in other countries like China and India.
Small businesses can compete by using virtual teams to complete development projects.
The challenge is how to manage projects where all team members are not in the same geographical location.
According to i4cp’s productivity blog, even though the use of geographically dispersed teams doing complex work has increased, they require proper structures and knowledge sharing to make them work effectively. Show the infographics on the above web page here.
4. January 2015 16:01
Many small business owners create goals for their company every year. A few owners think this process is a waste of time and decide things as they come.
When creating goals, it is important to make them specific and to evaluate your progress. For example, when creating sales goals make them specific in terms of sales numbers (say increasing from $600,000 to $1M), then look at creating specific action steps to achieve these goals. Finally, every month- and quarter-end review the goals and the results. The article How to develop your 2015 Business Goals
provides a clear explanation of the process.
Once you have determined your goals, you will need to create a good strategy to implement the action steps. Now, how do you create a good strategy, or what is a bad strategy? Most often this is understood in hindsight when we look back at what did not work.
Photo Courtesy edonahue Creative Commons Attribution
29. December 2014 12:12
In any CRM, Tags allows free form categorization of contacts, customers and other entities. Usually contacts are often categorized using lists with fixed values. These are sometimes restrictive because they do not allow normal users to easily change an existing value. Also, in most places users cannot select more than one values per field.
Tags by definition is free form and users can easily add or remove them. Entities using tags can be easily searched and categorized.
OfficeClip contact manager implements hierarchical tags. This means that entities can be categorized in two levels. For example, you may want to create a higher level tag called insurance. You can then tag one contact, say John, Provides Life Insurance services and lived in Florida and another contact Mary, provides Auto Insurance service and lived in Georgia.
Tag: Services > Life Insurance
Lived In > Florida
Tag: Services > Auto Insurance
Lived In > Georgia
So you can search based on the services provided or where the contact lived in.
30. October 2014 16:10
Finding the right contacts from a list of, say 10,000 contacts, is time consuming.
Filters are sometimes difficult for understand and use.
Consider the following:
You want to send newsletters to all non-customers in the state of
Georgia and Florida whose birthday is in this month.
In OfficeClip, you can create such a filter intuitively. The completed
filter will look like:
We worked hard to provide you a filter that is simple to understand and
yet powerful to represent most of the conditions.
See a video on how to use the new filter:
8. August 2014 19:08
Image by -JvL- from Flickr Creative Commons
Duplicati is an open source, powerful backup software on the cloud. It can take
backups to various storage clouds like Google drive, Amazon S3, Microsoft OneDrive,
ftp etc. It supports full and incremental backup.
OfficeClip develops free basic and enterprise edition of the Contact Manager (CRM), project management and
support ticket software suite that can be installed on private clouds like amazon Ec2.
This article will show how to backup OfficeClip sql database, documents and code files using Duplicati and amazon s3 cloud.
15. July 2014 15:07
Starting today the OfficeClip suite, consisting of
the Customer Relationship Manager (CRM) and HR Management module, will be
available on Amazon Web Services (AWS) in AWS Marketplace with hourly and
OfficeClip Suite provides small businesses with the
ability to manage customers, employees, and projects with one suite of applications.
The software solution provided by OfficeClip under one platform includes
, DCAA compliant Timesheet
, Expense Management, and Project
Tracking and Issue Tracking
system. OfficeClip customers enjoy an integrated
software experience and can avoid having to acquire and manage multiple
products to run their business.
"The AWS Cloud is a secure, scalable, and cost
effective platform for our customers. In addition to our SaaS and local
installation solution AWS can provide our customers with the benefits of
preinstalled software and having full control of their own data." says SK
Dutta, President of OfficeClip LLC.
“We are excited to have OfficeClip offer their
software with annual subscriptions on AWS Marketplace. Many
customers want the flexibility to purchase software in a way that allows them
to forecast expenses ahead of time,” said Barry Russell, Head of Business
Development for AWS Marketplace, Amazon Web Services, Inc. “Annual subscriptions on
AWS Marketplace enable customers to do that. With the OfficeClip suite
available in both hourly and annual pricing, customers can quickly expand or
launch new initiatives without large up-front costs, while taking advantage of
material savings for steady-state, long-term workloads.”
OfficeClip will be available in AWS Marketplace
two editions. The basic edition will be free for all AWS Marketplace users, and
the enterprise edition can be purchased hourly, or yearly at a significant discount.
AWS infrastructure charges apply.
2. July 2014 16:07
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 from outlook and import in OfficeClip. This video explains how to do this:
16. June 2014 17:06
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 account, you are effectively setting up multiple copies of OfficeClip, each independent of the other.
The access privilege of various information in organization is simple. You have access to the organization if you are a member of the organization. If an user belongs to multiple organization, he/she can switch between them and have access to the data.
You can use this feature to manage information between multiple divisions which are located in different geographic regions or are completely independent.
12. May 2014 16:05
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 field triggers an error (IK0435)
- Cannot use track time in chrome browser (SD0429)
- There is no way to recover the archived timeoff request (KP0667)
- Basic edition users are unable to set mileage (MO0513)
- In some cases emails through OfficeClip is not getting sent (JC0648)
- Manual Sync of QuickBooks is not filtering service items correctly (SD0428)
- In some cases export csv for accounts is giving error (RK0622)
6. May 2014 12:05
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 once and store it in the library, you can then use it for the pre-qualification of all your contacts.