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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.

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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.

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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:

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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.

Changes in OfficeClip New Release 9.1

by SK Dutta 28. June 2011 08:54

We are excited to announce our new release of OfficeClip 9.1. This is a major release and has been made possible because our users have provided us lots of feedback in our feedback site. In this release we bring you a new Application called Paid Time Off. It is now possible to track employee paid time off (PTO) and manage vacation accruals. Other major enhancements include ability to control the page size and using template to create the login screen. In addition to this we have made a lot of small enhancements and many bug fixes.

Use OfficeClip Invoices for Payment Processing

by SK Dutta 24. May 2011 07:03

 

The OfficeClip Invoice application can now accept payments via credit cards, debit cards, Paypal and your customer's bank account (ACH payments available only in the US).

OfficeClip creates a seamless workflow for the entire process. An invoice is created and sent to the customer via OfficeClip extranet. The customer can then open the invoice by clicking on a link on their email. Upon presentation, the customer can pay for the invoice by clicking on the Pay button. Payment can be made using a credit card, Paypal or bank account. Upon payment, an email will be sent to you and the customer as the receipt for the payment.

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Use SMS alerts with OfficeClip

by SK Dutta 11. May 2011 06:43

Do you need to notify your team members that the meeting which is going to start in 30 minutes is rescheduled?

When there is a need to notify people urgently, group SMS (or mobile text messages) is a useful tool. OfficeClip alerts supports quick text messages (SMS) in addition to emails. Sometimes, when people are on to go, mobile phones are useful for communicating various information like:

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Link Opportunities with Contacts in the Web Contact Manager

by vasantha 4. April 2011 17:40

 

Today a customer called and he wanted to link up contacts with opportunities. Although in the traditional sense opportunities are linked with accounts, in OfficeClip, there are a few ways you can create opportunities for contacts.

First let us see how the term opportunities is used in different contexts. Opportunities are usually tracked for customers in terms of their probablity of closure, who is closing them etc.

How to run OfficeClip Instance on the Amazon EC2 Cloud

by SK Dutta 9. March 2011 17:51

Many of our customers have requested to host their installed version of OfficeClip outside their company. In this article we present a simple way to host OfficeClip on the Amazon EC2 cloud. OfficeClip uses Windows 2008 Datacenter OS and Sql Express 2008 image on the Amazon EC2 cloud. Running OfficeClip on the amazon EC2 cloud will provide you with the following benefits:

  • You can run the installed version of OfficeClip on a dedicated server.
  • There is no need to install OfficeClip, the installation is already done for you and you can just configure and run it.
  • You have the flexibility to increase or decrease the machine resources based on your needs.
  • It is cheaper than many dedicated or virtual servers you can find in the market.

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Creating labels using Contact Manager

by SK Dutta 28. February 2011 18:56

Many users have asked about a simple way to create Avery labels using the OfficeClip. Web Contact Manager allows you to create labels in few easy steps. You will need to export the contact address from OfficeClip and then use the tool from the Avery website to create the label in Microsoft Word. The steps are given below:

  1. Export appropriate contacts from the OfficeClip Contact Manager as CSV file
  2. Download the Avery wizard for Microsoft Office from the Avery website
  3. Merge your contact data with the Avery Wizard
  4. Print the label, peel and put in envelope

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Create Campaigns and Newsletter using the Contact Manager

by vasantha 15. February 2011 22:45

In the past we have received many questions about how to use the Campaign feature of OfficeClip and I thought that this blog, along with the video, will give a good idea. In short the campaign manager can do a few things:

  • Send Html or text emails to some or all your contacts
  • Ability to send campaigns made using Microsoft Word via the campaign manager (as html email)
  • Use mailmerge to merge contact information with the print campaigns made with Microsoft Word.

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How to manage duplicates in the Contact Manager

by SK Dutta 8. February 2011 02:00

OfficeClip Web Contact Manager allows administrators to manage duplicate entries. Duplicates can occur when data is entered or imported from various sources. The most likely reason for duplication is when data is imported without preprocessing and cleaning. OfficeClip presents all the duplicate sets to the user in an organized format allowing them to Skip, Merge and Delete duplicate entries.

This article explains various ways duplicates can be found in your contact files and how they can be resolved. Note that the users without administrative privileges will not have access to this feature.

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Using Predictive Dialer with Web Contact Manager

by Admin 2. February 2011 13:06

OfficeClip Contact Manager can now be used with Predictive Dialers. Steve Pavent CEO of Bluepayment.com has integrated such a dialer with his OfficeClip Contact Manager Suite. 

"The beauty of this system is that you do not need to have any expensive equipments to set it up. All it needs is a broadband connection and a usb headset", says Steve Pavent. Integrating with the predictive dialer is saving at least 50% compared to the conventional dialer he was using with OfficeClip before. The workflow of this dialer is shown below:

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Use MS Office(R) to create your Campaign and send it via e-mail

by vasantha 17. January 2011 20:08

Some of our customers requested us to provide an enhancement to the OfficeClip Contact Manager so that they are able to create campaigns using the Microsoft Word® and be able to send them using the html email supported in OfficeClip.

One way is to do this is to create a Word campaign and then export it to html. This creates a few issues:

  1. The html created by the word document is not clean and can cause problems in many email clients
  2. The images are stored in a different folder and so they cannot be sent via email resulting all the graphics to be replaced by placeholders
  3. Most of the email clients switches off external files (for privacy reasons) unless it is from trusted source.

Social Networking changes in OfficeClip

by SK Dutta 12. January 2011 17:23

With 2011 we have add two more ways for our users can communicate with us better. The first one is to capture your Ideas and Feedback in a better way and the second an OfficeClip Facebook Page to keep in touch with our customers who already has facebook account.

The new OfficeClip Feedback system allows users to:

  • Enter ideas and feedback
  • Vote on existing ideas and feedback
  • Keep track of the status of feedback. OfficeClip developer would monitor this forum and post statuses on each feedback
Every month we are giving away a $50 amazon.com gift certificate to the most useful and popular feedback on the feedback forum.

The OfficeClip Facebook page will let you keep track of all the changes that are going on with OfficeClip products and services.

In addition to this we have OfficeClip Blog site, Tweeter feed, LinkedIn Page and Support Forums. Join us in these forums to get more information about OfficeClip.

Photo courtesy hanspoldoja

 

Security of the Microsoft IIS 7.5 SMTP Server...

by SK Dutta 17. December 2010 15:11

This week our IIS SMTP (Internet Information Server, Simple Mail Transfer Protocol) server was compromised and spammers were able to get control of it and started sending spams from all over the world. When the server started running low we found that there are around 100,000 spam mails in the SMTP queue (and similar numbers in the Bad Mail folder). Some of our customers did not get some of their mail delivered. We have since corrected the problem. Some of our customers are using SMTP in IIS to send their emails via OfficeClip Installed Version. I will relate some precautions to be taken in such a situation.

  • Always enable the SMTP log in the IIS
  • Create an alarm if the SMTP log is becoming too big, too fast
  • Set the SMTP port to some higher port number instead of 25
  • Make sure that you put the correct IP addresses of the machines in the SMTP Relay settings
  • If the SMTP server gets compromised, check all the blacklists and work with your SMTP to get removed from the list.

OfficeClip Release 8.2.5

by SK Dutta 7. December 2010 16:43

 

Thank you for your patience and feedback, we are now in 8.2.5. Here is the summary:

  • Enhancements on Invoices
  • Use Microsoft Word® to create and send campaigns
  • Tags are more visible and useful
  • Ability to move or hide contact fields

Enhancements on Invoices

In this release we have made the Invoice application more useful and stable. Following are some of the many enhancements we made to this application:

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