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OfficeClip 10 - Updated with New Enhancements

by imran 12. February 2013 03:26

OfficeClip Release 10.1

Welcome to the major release of OfficeClip. In this release we have closed more than 100 issues and also did numerous enhancements. The most important enhancements are given below:

See full release notes here

More...

How can you restrict your users to see Accounts for a particular state?

by SK Dutta 15. January 2013 16:53

Today I got a query from a customer who is in a business where you they have users or agents in multiple states and he wants to make sure that they work on their own accounts. Here is how to do this in OfficeClip CRM

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Create your holiday address labels in OfficeClip

by SK Dutta 13. December 2012 17:54

There are few ways to create address labels in OfficeClip

  1. Export the contacts from Contact Manager in the csv format and then use the Avery Label Creator program (free) to create the labels. How to Video: http://youtu.be/lEN4O8dSz7c
  2. Export the contacts as in previous step and then use Mail Merge inside Word.
  3. Download the OfficeClip Word Addin and create the label within Microsoft Word merging the document
  4. If you have a DYMO LabelWriter printer, you can now directly print labels from OfficeClip. Go to Contact Details and from the Tools menu (top right) select the Dymo LabelWriter option.

Welcome to BlogEngine.NET 3.1 using Microsoft SQL Server

by Admin 15. October 2012 10:00

If you see this post it means that BlogEngine.NET is running and the hard part of creating your own blog is done. There is only a few things left to do.

Write Permissions

To be able to log in, write posts and customize blog, you need to enable write permissions on the App_Data and Custom folders. If your blog is hosted at a hosting provider, you can either log into your account’s admin page or call the support.

If you wish to use a database to store your blog data, we still encourage you to enable this write access for an images you may wish to store for your blog posts.  If you are interested in using Microsoft SQL Server, MySQL, SQL CE, or other databases, please see the BlogEngine docs to get started.

Security

When you`ve got write permissions set, you need to change the username and password. Find the sign-in link located either at the bottom or top of the page depending on your current theme and click it. Now enter "admin" in both the username and password fields and click the button. You will now see an admin menu appear. It has a link to the "Users" admin page. From there you can change password, create new users and set roles and permissions. Passwords are hashed by default so you better configure email in settings for password recovery to work or learn how to do it manually.

Configuration and Profile

Now that you have your blog secured, take a look through the settings and give your new blog a title.  BlogEngine.NET is set up to take full advantage of many semantic formats and technologies such as FOAF, SIOC and APML. It means that the content stored in your BlogEngine.NET installation will be fully portable and auto-discoverable.  Be sure to fill in your author profile to take better advantage of this.

Themes, Widgets & Extensions

One last thing to consider is customizing the look and behavior of your blog. We have themes, widgets and extensions available right out of the box. You can install more right from admin panel under Custom/Gallery.

On the web

You can find news about BlogEngine.NET on the official website. For tutorials, documentation, tips and tricks visit our docs site. The ongoing development of BlogEngine.NET can be followed at CodePlex where the daily builds will be published for anyone to download.

Good luck and happy writing.

The BlogEngine.NET team

Manage your daily call list efficiently

by vasantha 18. September 2012 14:02

Constant communication with your prospects is the is important for converting them to customers. Successful sales people uses a daily call list to call their prospects regularly. OfficeClip Contact Manager provides a way to create and manage your daily call list.

The Call List option in OfficeClip shows you all the calls that needs to be made for a particular day. Future follow-ups can be created or notes can be added. It can be created for calling periodically, like every week, after every fixed number of weeks or arbitrary dates.

How to short circuit the officeclip login page

by Admin 30. July 2012 14:44

Some of our users have asked us to create a way so that they can put the officeclip login page on their website. Due to security reasons, so far we have restricted people to login from the OfficeClip website.

We have now added a small program (starting version 9.3.10) that will do the following:

1. Allow administrators to add login html code snippet to their website and submit directly to OfficeClip

2. Automatically send the login and password information using http form post to enter into OfficeClip

Please note that use of https or an interanet implementation of OfficeClip is suggested while using these modes:

Use the following html input fields:

  • shortLogin: contains the login email address
  • shortPassword: contains the user password
  • Http post these information to http://<your-officeclip-application>/ShortCircuit.aspx (if you are using hosted version, it will be https://officeclip.com/ShortCircuit.aspx
If everything goes alright, it will log you in to OfficeClip, if not you will get a message saying Login Incorrect.

 

 

OfficeClip New Release 9.2.10

by SK Dutta 23. July 2012 14:02

We have done an yet another service release with a couple of enhancements and some fixes. Thank you for your time for reporting bugs and suggesting enhancements:

  • Enhancement: CRM activities are now grouped as Completed and Pending and additional icons are provided to complete or edit a task or event
  • Enhancement: Modified Clone features in the CRM module to copy all fields is implemented
  • Fix: Users were not getting reminders before subscription expires
  • Fix: Additional timesheet submission emails were going to the users
  • Fix: Cannot update the status of the invoice to Paid In Full
  • Fix: In IE9, new timesheet screen was giving error when somebody types any character in Account/Project or Task dropdown
  • Fix: Opportunities inline edit was not working for certain fields
  • Fix: Account > Activities, start date and end date was not shown properly
  • Fix: In New Task module, if a rurring task is added without a due date then error was coming
  • Fix: Clicking Save or Cancel in Issue Tracker admin screens were giving digital signature error
  • Fix: In Mobile > Accounts, created user and date was not showing
  • Last month $50 amazon certificate winners

    by SK Dutta 16. July 2012 21:15

    Last month (Jun 16, 2012 to Jul 15, 2012) we solicited feedback from you and you have given us some great feedbacks. The $50 amazon certificate winner are:

        Michael Monica from Greznet
        Melissa Bartels from Sailfish Boats
        Mike Morgan from ROS
        Noelani Berkholtz from BookIt.com

    We would take this opportunity to thank everyone else who has given any feedback during this period.

    Next month (between July 16 - Aug 15) will give out 4 amazon.com certificate for $50 for your feedback.

    You can send feedback via Email or via LinkedIn Group

    Thank you for your feedback. You make OfficeClip better!

     

    Google Sync for OfficeClip Contacts and Calendar

    by SK Dutta 27. June 2012 14:29

    Starting with the new release (9.3) you will be able to synchronize OfficeClip information with your Google account. This article explains the capabilities and provides some tips for better synchronization. To access the synchronization module go to Contacts > Import/Export > Google Sync.

    Select the sync parameters (explained below) and click on Sync Now.

    The following entities can be synchronized:

    1. OfficeClip Contacts: All OfficeClip contact fixed fields will be synchronized with Google Contacts (Google Contacts can be accessed from http://google.com/contacts). Notes history will show up in the Google Contact description column and it will synchronize both ways.
    2. OfficeClip Calendar: All calendar entries in OfficeClip can be synchronized with Google Calendar. 

    New Features in OfficeClip Release 9.3

    by imran 2. June 2012 17:06

    In this release we have made more than 50 enhancements in various OfficeClip applications and have resolved close to 100 issues. The most important enhancements are given below:

    Contact Manager / CRM Enhancements

    Timesheet / Expenses Enhancements

    >> See the complete Release Notes here

    10 ways to make the most of your virtual team

    by SK Dutta 16. April 2012 15:37

    Information distance is becoming more and more independent of geographical distance. Outsourcing projects and virtual teams are becoming commonplace in software development and other related business. 

    Project management in virtual teams is a challenge because some of the traditional time and material concepts breaks down when worker works on their own schedule.

    Based on my experience with virtual teams, I have compiled a list of things that can make it more efficient.

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    Tips on keeping your data safe in the Cloud

    by SK Dutta 4. April 2012 13:59

     

    While reading a recent news article 1.5million account numbers hacked after Visa and Mastercard card data theft I started thinking about how much of my personal and business data is kept on somebody else's cloud. In todays networked environment you have your profile information on social networking sites, financial information with credit card companies and banks, and your business information on many cloud networks.

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    12 productivity tools for 2012

    by SK Dutta 8. January 2012 08:17

    I tried to compile twelve good productivity tools that I plan to use in 2012. All these tools are free and some of them have professional paid edition.

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    New OfficeClip Release (9.2.5) with lots of new features

    by SK Dutta 10. December 2011 21:23

    We have now released the newest version of OfficeClip 9.2.5, that incorporates, in addition to numerous bug fixes, implementation of many feedback that you had been giving us in the past few months. Thank you for all your feedback and suggestions for improvements.

    To explain all the features will make this newsletter long, so I have decided to highlight the salient points here. I am planning to offer a webinar next week to go through all these features, check your email for the invitation.

    More...

    How to Track Relationships in CRM

    by imran 29. October 2011 14:52

    In most CRM you can relate Contacts with other entities like Accounts or Opportunities. What if you wanted to relate a contact with another instance of contact? Why this is important? 

    These kinds of relationships can come handy in many business situations where you need to keep track of relationships. Suppose you are a real estate agent and you want to track a buyer (Contact), his agent(Contact), the broker(An Account) and the sale(an opportunity).

     

    Data security when working with a partner organization

    by SK Dutta 2. September 2011 07:57

     

    Yesterday one of our customers wanted to know how he can invite the employees of a new outsourcing company (he is working with) to OfficeClip but keep them from seeing internal information of the company. 

    Sometimes people have to go extra mile to hide their information. For example, if you want to give access to somebody to your personal computer, you may want to make sure that they do not have access to folders or files on the hard drive.

    More...

    Apple from Newton Pad to iPad

    by SK Dutta 25. August 2011 08:01

     

    Although this board is used for making our product announcements, I could not help reacting to the news.

    Steve Jobs departure from Apple is a well anticipated event since his leave of absense back in 2004. Although I do not personally own any Apple devices (except the company owns a few for testing purposes) and not too many of my friends do (yes I am branded out of fashion and opted for open android), I still could not part with my, now unusable, Newton Pad. I had hoped that Apple would bring back Newton after Steve Jobs came back as CEO and felt sad when he killed it! http://en.wikipedia.org/wiki/Newton_(platform)

    It was revived many years later with iPad, which was a category creator, and I would say is "Newton done right". Then we saw the years of copycats (per Steve Jobs)! There were windows based tablets before iPad but nobody understood the opportunity of bringing it for masses for a resonable price before Apple (Microsoft failed a few times!). It was a combination of innovation, think different branding (http://en.wikipedia.org/wiki/Think_Different), vision of Steve Jobs and well executed marketing machine.

    Now looking at how investor confidence showed up in the market post Steve's departure, it seems that Apple is under pressure to continue to innovate for the next few years to shift the brand focus away from Steve Jobs as continuous innovator and CEO. We all expect from Apple to come up with innovative products every two years or so. If they stay with +1 improvements it will create opportunities for other competitors to come closer.

    Maybe HP killed their tablet too soon!

     

     

     

    Get 10X more disk space in OfficeClip

    by imran 22. August 2011 10:54

     

    If you are currently using OfficeClip Document Sharing, Contact Manager, Time Tracking or Expense Tracking then this post will be useful for you.

    Let us know how you are using OfficeClip and we will increase your disk space 10 times. Just write a couple of paragraphs on one or more of these:

    • How OfficeClip is helping you in your business (compare with what you had before OfficeClip) and how excited you are using OfficeClip.
    • One or two tips or tricks on using OfficeClip

    Put your story on a page on your website or your blog and send us the link. If you do not have a blog yet, you can create one in 5 minutes in wordpress (https://en.wordpress.com/signup/)

    Photo Courtesy pobre.ch, Creative Commons Attribution.

     

     

    Inexpensive Hosting Options for OfficeClip Suite

    by SK Dutta 26. July 2011 06:39

    OfficeClip is an all-in-one suite of Software that allows management of Employees Time and Expenses, keeping track of your Prospects, Customers, Opportunities and Issues . It also has feature to send Invoices and get paid on-line.

    Many of our customers choose the installed version (where your install it on your own server) of the software as compared to the hosted version (on the cloud) because they want full control of their data. Some of our installed version customer wants to host OfficeClip on a shared hosting or dedicated hosting at a service provider. With OfficeClip 9.1 it has become easy to install in a shared or dedicated host using manual installation.

    We looked around for cost effective hosting providers for our customers so that OfficeClip can be installed outside the firewall. the top 2 are given below:

    More...

    TIG: OfficeClip provides more feature than anybody else!

    by Golden Scott 19. July 2011 14:00

     

    Terra Information Group Inc. (TIG) needed a cost effective Web Time Sheet and Expense Tracking software to manage employees and projects across their offices in many cities. One of the requirements was that they would be able to track time across various  projects, teams and geographical locations.

    TIG chose OfficeClip Timesheet and Expense Tracker after comparing many other similar software in the market. After completing evaluations and due diligence for a few months they finally decided to settle with OfficeClip's Timesheet Software. "OfficeClip provides us with more feature than anyone else in the market," says Mamta Aggarwal, Consulting Manager of Terra Information Group.

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