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OfficeClip New Release (10.1.28)

by imran 31. July 2013 09:50

We have created a new release of OfficeClip (10.1.28). In this release we made OfficeClip more robust by fixing some of the issues that we have been in the previous release.

 

  • Bug Fix: Fixed issues with the notes expand and collapse feature
  • Bug Fix: Incorrect reports getting created for organizational employees
  • Bug Fix: Campaign Design: In the Image editor, the images are not showing properly
  • Bug Fix: Contact Manager: Call List: Actions once selected were not getting selected again
  • Bug Fix: Opportunities: View Screen: Documents - Upload - Busy icon remains fixed
Click here to see the complete release notes

If you are using OfficeClip Hosted, it is already updated in the OfficeClip.com. If you want to download and install OfficeClip on your machine or private cloud, you can get it from here

 

 

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OfficeClip News

Bulk Tagging of Contacts

by SK Dutta 9. July 2013 15:11

Tagging multiple contacts together is one of the features that has been requested for a while. We have finally gotten around implementing it in release 10.1.22. 

In OfficeClip you can use multiple levels of tags to loosely categorize entities. Filtering and reporting on the tags is possible.

 

To see a video of how bulk tagging in OfficeClip works, please click below:

 

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OfficeClip Tips

How OfficeClip uses OfficeClip

by imran 10. June 2013 09:16

 

OfficeClip is one of the very few applications in the market that provides a one stop solution for customer and employee management. The OfficeClip team uses this software for prospect management, accounts management, timesheets, expenses, and issue tracking every day. This article shows how each component of OfficeClip is used by us in our everyday business.

 


Task Manager

When a new task is allocated to a member of our group the manager creates the task and then assigns it to multiple people who are supposed to work on it. The assignees get an email notifying him/her of the task. During the lifetime of the task the time spent is tracked within the task using the track time button. Later these times are imported into the OfficeClip timesheet application.

 




Contacts and Customers

In OfficeClip we store all of our prospect and customer information in our CRM. Using the contact manager's webform module we have created a form and connected it to our registration page. When someone fills inthis form on our website it creates a contact record in OfficeClip. We then track all of the events and tasks for the contact.



Campaigns and Drip Marketing

To send automated emails to our prospects at regular intervals. OfficeClip schedules a phone appointment, and then sends a few emails to the contact at varying frequencies. This is done automatically using the drip marketing module in OfficeClip.

 

 

For example: As soon as a prospect registers in OfficeClip we want to send an email to the prospect, thanking him/her for registering on our website. If the prospect does not reply within a week then we may want to send a reminder with additional information. After 30 days if the prospect has not sign up with OfficeClip we will send another reminder to the prospect to remind him/her again to consider using OfficeClip.

Invoices

The invoices application allows processing of all customer invoices, and this feature is integrated with the timesheet and expenses software. This allows ease of client billing. When the invoice is sent it provides an email link to the recipient that leads to a portal from where he/she can view the invoice, pay for the invoice, or dispute the invoice as desired. Within OfficeClip we generate an invoice whenever a customer pays for the hosting fee from our website.


Issue Tracker

Every organization needs to track issues for their employees, products, or customers at times. OfficeClip Issue tracker is a one stop solution that can cater to the needs of each of these entities while still keeping them separate.

Within OfficeClip all our bugs are tracked internally using our issue tracking system. To keep the internal and customer issues separate we have assigned separate binders for them. A binder is a combination of similar issues that can be searched, sorted, and filtered.

Issues are color coded to make sure that any open issues are not missed. We also use various filters to take a close look at the subset of issues,for example issues that are open and critical or those that have already been resolved.


Capturing customer issues using webforms

Customer issues are reported using web forms, and they are directly entered into the issue tracker. We have designated an email address so that whenever an issue is reported via a web form or email it shows up in the designated folder. This also sends a tracking ticket to the person who reported the issue so that the problem can be tracked during the life cycle of the issue.  

Creating a complete help desk

A help desk requires two way communication between customers and  an agent. The notes feature in OfficeClip allows two way communication. When the customer reports an issue; he/she is sent a tracking ticket link. Clicking on this links takes the customer to a personal portal from where the status of all the issues are shown. See How to create trouble ticketing system using OfficeClip

Timesheet, Time offs & Expenses


 The OfficeClip HRM module can track both project and employee time, expenses, and vacation time and other paid time off. 

Everyone who works in OfficeClip creates timesheets, which are sent to QuickBooks periodically using our QuickBooks interface after they have been approved. OfficeClip supports interfacing with QuickBooks, Peachtree, ADP, etc...


The OfficeClip Time Off application tracks vacations, PTO or Paid Time Off, and accruals. The time off status is automatically shown in the OfficeClip calendar, to make sure that all members of the team can see each person's vacation schedule..

Other Modules

There are other modules in OfficeClip that we use on regular basis as well. We use calendar to store meetings and events, and shared documents are stored in the document sharing module. We also use the announcements feature for team announcements.

 

 

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OfficeClip Tips | Other | Small Business Tips

OfficeClip 10.1.18 - Release and enhancements

by SK Dutta 3. June 2013 16:32

We have some interesting enhancements and ideas for you in this newsletter:

  1. Modified Google sync algorithm and notification

    You will now need to sign on to authenticate yourself to Google account using OAuth 2.0. This is currently the preferred way to access Google API.

    OfficeClip Google sync will allow you to do bi-directional sync of contacts, events and notes. See the following video on how it is done:Google Sync for Contacts in OfficeClip CRM

  2. Changes in the Settings screen

    The settings screen used show as popup before and we had a few complaints from you about the difficulty in handling popups. So we changed to normal tabbed interface. Here how it looks.

  3. Bug Fixes
    • Invoice payment processing, when processing checks gives an error
    • Time-off accrual details does not show correct accruals
    • User import/export now includes custom fields

Note: If you are using the installed version, you can download it from here. Hosted version of OfficeClip is automatically upgraded.

Create your own ticketing system

OfficeClip separates itself from other vendor solutions by providing you a more complete system to manage employees and customers. You no longer have to acquire multiple systems and integrate with your workflow.

Today we will show you an interesting way to use the OfficeClip issue tracker to create a ticketing system to manage your customer and internal tickets. See this article to learn how it is done: Create trouble ticketing system using the issue tracker

Give a feedback, get amazon certificate

We realized it is time to track our feedback in a better way. I have a list of hundreds of your ideas and need a way to decide which ones should be implemented first.

So we started using a third party ticketing system (till we can write our own :)). This will allow you to track your own feedback. It is here:

This month (june 2013) we plan to give four amazon.com certificate of $50 for four interesting feedback or ideas. You need to be a customer to participate in this.

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OfficeClip News

Create trouble ticketing system using the issue tracker

by SK Dutta 22. April 2013 18:42

Issue tracker is a part of the OfficeClip suite and provides capabilities for recording, tracking and acting on issues. This article will describe how to use the OfficeClip issue tracker and extranet to create a trouble ticketing system for your internal users and customers.

More...

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OfficeClip Tips

Book Summary: Good Strategy Bad Strategy

by SK Dutta 28. March 2013 09:14

There are lots of business strategy books in the market. I recently read the book Good Strategy Bad Strategy by Richard Rumelt and was impressed with the research and insight that went into this!

This book seems to be little different from other strategy books that I read and it is clearly action oriented!

I know it is sometimes boring to read reviews, so I created summary points into a few powerpoint type slides.

https://docs.google.com/presentation/d/1E7-b4m2QTKstCYfX0RjU3vl-E1-WRWdOpjFQwd-zQpA/edit?usp=sharing

Let me know how you liked it!

 

 

 

SK Dutta

 

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Other

Cloud Security: more than credit report of celebrities?

by SK Dutta 13. March 2013 17:05

 

By now you must have heard that someone has hacked (or fooled) the credit reporting agencies and published the credit report of celebrities like Aston Kucher, Vice President Joe Biden, Michelle Obama etc. on a website. This news came up late yesterday and even though the FBI is after the perpetrator(s), the website is still up and online... (as of 4PM Mar 13, 2013). We see many cloud providers touts the security of their cloud with 24 hours gated entry and other bells and whistles. Does it matter anymore if there are so many holes that hackers can get information from even the most protected sites like white house, CIA, credit reporting companies etc. and post them on internet?

This reminds me of few questions we get from our customers to help them decide whether they should use our cloud version or the installed version of the software. So here is my take on what you should consider while deciding on whether to rent your application on cloud or keep it in-house.

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OfficeClip Tips

CRM Workflow and Drip Marketing...

by SK Dutta 21. February 2013 13:11

OfficeClip version 10.1 includes a CRM workflow module that was requested by our customers.

Drip marketing allows pre-created messages to be sent to prospects and customers at regular intervals. OfficeCip Workflow adds the ability to create appointments, tasks, send campaigns and enter into daily call list.

Let us know how this new feature is working out for you

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OfficeClip Tips

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...

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OfficeClip News

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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OfficeClip Tips

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.

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OfficeClip Tips

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.

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OfficeClip Products

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.

 

 

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OfficeClip Tips

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
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    OfficeClip News

    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!

     

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    Other

    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. 

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    OfficeClip Products

    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

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    OfficeClip News

    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.

    More...

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    Small Business Tips

    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.

    More...

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    Other

    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.

    More...

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    Small Business Tips

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