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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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Small Business Tips

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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OfficeClip Tips

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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OfficeClip Tips

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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OfficeClip Tips

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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OfficeClip Tips

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.

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OfficeClip Tips

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

 

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OfficeClip Tips

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.

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Other

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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OfficeClip News

Use Tags to loosely organize Contacts in OfficeClip

by vasantha 19. November 2010 14:32

TagsTo organize contacts, accounts, opportunities etc. in OfficeClip Contact Manager you can use user-defined fields. This can be used when you are setting a single property to a field, say, you want to specify that an Account has a yearly Contract. However, it is not easy to represent something whenever there is a one to many relationship exists. for example, say we want to say that an Account is a reseller and a partner, whereas another account is an end user and a reseller. 

Tags can help in this situation as it allows you to put as many tags you need for any entity you like. For example, in OfficeClip Contact Manager, you can create a tag called Customer Type, and set three values under it.

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OfficeClip Tips

Send Invoices to your Customers using OfficeClip

by SK Dutta 27. October 2010 13:16

OfficeClip now has a new application for invoicing customers. There is no need to export or synchronize your accounting system information with OfficeClip. You can directly invoice customers from within OfficeClip.

This feature will be useful for our service oriented users who does their Contact Management, Account Management or Web Timesheet using OfficeClip. It is available as an add-on to OfficeClip Web TimeSheet and Contact Management module.

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OfficeClip Tips

Share Project information with your customer

by SK Dutta 5. October 2010 21:10

OfficeClip Extranet allows you to share your project information with your customers and service providers. For example, suppose you want to share timesheet summary with your customer so that they can, at any time, see how much time is spent on various tasks. You will need to follow the steps below:

  1. Create a Timesheet Report that you want to share and save the report
  2. Create an Extranet customer login
  3. Create a Share for the report that you creted and give access only to your customer
  4. Send the automatically generated email to the customer

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OfficeClip Tips

Issue Tracker: How to Capture Customer Cases via Email

by Admin 19. June 2010 14:53

Web Issue Tracker allows you to publish an email address so that your customers and prospects can report issues to the tracker via email. The following features are available:

  • Email Attachments are converted to documents in the issue tracker and linked with the issue.
  • The subject line of the email is imported to the Title of the issue of the body of the email is imported to the description of the issue.
  • Defaults can be set for the issues created from the email.
  • The scan rate of the POP account can be controlled.

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OfficeClip Products | OfficeClip Tips

Tip: Customize your Header and Footer

by vasantha 28. April 2010 20:49

We have made the customization of the Login screen and footer easier. You can now use the HTML editor to insert any arbitrary html (for example your website header) in OfficeClip. In order to do this, login as site administrator and go to Manage Site Information, there you will see options for managing site header and site login.

Using the Login Screen Setup the following features can be customized:

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OfficeClip Tips

Duplicate Management in the Contact Manager

by vasantha 5. April 2010 11:21

Starting with release 8.2.3, we have implemented a duplicate management system to weed out duplicate contacts present in the OfficeClip Contact Manager. Currently there are two places where duplicates are managed:

  1. OfficeClip administrators are able to detect existing duplicate contacts and merge or remove them.
  2. While importing contacts, duplicates can be ignored at input.

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OfficeClip Tips

Changes in Release 8.2.3

by SK Dutta 21. March 2010 14:02

We have introduced major changes to this new OfficeClip release. We thank everyone who has given us feedback on the features implemented in this release. Following are the highlights:

  • Implementation of Tags and Tag Groups
  • OfficeClip for Blackberry & Droid
  • Changes to the Free Edition
  • Minor enhancements and fixes

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OfficeClip News

How to create a public knowledge base using OfficeClip

by vasantha 2. March 2010 15:21

Have you wondered how you can create a knowledge base using the Web Issue Tracker in OfficeClip? Creating a knowledge base can save you valuable support time by allowing your customers to handle simpler issues themselves without repeatedly answering the same questions. Using the OfficeClip Bug and Issue Tracker you can create a new binder for the knowledge base and then make the binder available to your users at your website.
 
One of the advantages of creating a knowledge base using OfficeClip is that you can make both a public as well as secured knowledge base. The public knowledge base can be kept on your website for anyone to browse. The secured knowledge base can be provided to your customers and partners so that they can use it from a password protected area.

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OfficeClip Tips

Share OfficeClip with your Customers without creating an account

by Admin 15. February 2010 15:18

You may want to share a document with your partner or a timesheet report with your customer but without giving them the OfficeClip login. 
 
OfficeClip Extranet can be used in two modes:

Public Sharing
 
Public Sharing allows you to share information by giving your customers a link. They can then click on the link and get the information. This is useful when you want to share many documents or show a calendar on your website. If, for example, you want to share a document with a partner, you can select the document and the extranet application will then give you a link to be sent to your customer, which when clicked will show the document to your partner.
 
 

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OfficeClip Products | OfficeClip Tips

How to do effective Micro Outsourcing

by vasantha 1. February 2010 19:20

Outsourcing Globally

Being a small business and getting help for website creation , software development, graphics design,    or copywriting from experienced professionals is sometimes a challenge. Most small- business owners do not have the  time and energy to go through the often long process of interviewing professionals to find the "right fit" for temporary contract work. A  customer of ours called me the other day and asked if we knew anyone who could integrate his website with a Dotnet Nuke portal . I convinced him to look online for qualified professionals to do this work. 
 
The market for qualified online professionals is crowded, but it is easy to find someone . Most of the time, third-world professionals are as qualified as any professional you can hire locally, but you can often use many online services to find a local person if you prefer. We in OfficeClip use online professional help from time to time to complete customized work our clients require. Here are some tips that small-business owners can follow to use the online professional market efficiently.

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Small Business Tips

Strategies for Managing Remote Offices Efficiently

by SK Dutta 25. January 2010 14:58

Managing data in a remote office is often complex and challenging. Some tasks can be completed independently, but others require consolidation. Potential issues include the following:

  • How are your employees billing their time?
  • How are projects being implemented?
  • Are problems communicated effectively between branch offices?
  • Are internal issues and customer issues tracked efficiently?
  • Are resources having special knowledge being used effectively by various organizations?
  • Are these organizations securing all data?
  • Are processes that can be tracked centrally (e.g., contacting leads via phone) be done more efficiently?

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OfficeClip Tips | Small Business Tips

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