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How to make calls to skype from OfficeClip Contact Manager

by SK Dutta 29. October 2015 10:10
OfficeClip Contact Manager provides integration with Skype. This enables you to call your contact via skype using one click. To enable this feature do the following:

1. From Settings > Entire Site click on Options


2. Check mark the show skype button


3. Now you should see a phone icon next to the phone field


4. Clicking on it should bring up skype call window (if skype is installed)




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OfficeClip Tips

How to capture appointment requests from your website

by SK Dutta 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 from OfficeClip.

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OfficeClip Tips

How to use CRM Filters in OfficeClip

by SK Dutta 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.

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OfficeClip Products

How to Customize OfficeClip CRM fields

by SK Dutta 16. January 2015 22:01


Every business has different needs when when it comes to tracking contacts, customers, opportunities, campaigns, etc. OfficeClip Contact Manager and CRM allows you to customize these entities in various ways. Following are few of the screen customizations available:


More...


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OfficeClip Products

OfficeClip Release 10.3

by SK Dutta 18. October 2014 21:10

Welcome to the major release of OfficeClip. In this release we have made many enhancements and closed numerous issues. Some important enhancements are shown below:

See full release notes here

Site Wide Enhancements

Many New Skins

We have added many skins so that you can change the look and feel of your OfficeClip applications.

Click here to see a 30 secs video

Enhanced Email Templates

All email templates have been redesigned:

  • Icon shows the type of email
  • There is a link to directly go to the OfficeClip application

Better Help Files

Help files now has images to explain the concept better. Also, you can export and print help files as pdf and chm documents.

Drag-and-Drop Support For Files

Now you can drag-and-drop documents from your file manager. Also, if the document is of type image (png, gif, jpg), you can expand it to see the details.

Click here to see a 30 secs video

Introduction of Notebooks

If you are already using Notes in OfficeClip, you can appreciate separating your notes using notebooks.

Contact Manager / CRM Enhancements

CRM Filter Redesigned

The filter now allows OR and AND condition. We have also made it easier to understand.

Click here to see a short video

New Permission For CRM Fields

Role-based permission is provided to every CRM field:

  1. Read: Allows read access to the field
  2. Add new: Allows entering new values the field from the New screen
  3. Edit: Allows changing the current values of the field

Emails Linked With CRM Records

When you see the contact or account details, you will also be able to see all the emails that anyone from your organization has exchanged with them.

A campanion email application is also provided to collect emails in the background so that no user intervention is needed.

Click here to see a 30 secs video

More Templates For Campaign Application

Templates allows you to select and customize the look and feel of your emails. We have also added a opt-out link so that your subscriber can opt out from emails.

TimeSheet / HRM Enhancements

New Time Off Application

The Time Off application has been redesigned:

  • Calendar shows the team time offs
  • Various Time Off accrual rules are implemented
  • Approvals of Time Offs

New Invoice Template

A new professional invoice template is included in this release.

Issue Tracker Enhancements

Help Desk Functionality Added

Issue Tracker can now be used as help desk. Your customers can report issues in three ways:

  1. Via email
  2. You can design a web form and put on your site
  3. Customers can call in and report issue

Customers can also keep track of issue and add notes

See full release notes here

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OfficeClip News

OfficeClip Products Now Offered on AWS Marketplace

by SK Dutta 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 yearly subscriptions.

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 Contact Manager, 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 in 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.

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OfficeClip News

How to manually import outlook contacts in OfficeClip

by SK Dutta 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:


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OfficeClip Tips

How to use customer Pre-Qualification script in OfficeClip

by SK Dutta 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.




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OfficeClip Tips

How to set Contact Manager permission

by SK Dutta 14. March 2014 22:03
OfficeClip Contact Manager has ability to set privileges and access permission using rules. 

To run your business effectively you may require different permissions for different users types. For example, one company may require everybody in their organization to be able to modify all contacts but not be able to delete them. While another organization may require contacts cannot be seen until it is assigned to the user. OfficeClip's rule based permission takes care of many of these scenarios.

Recently we have received a few requests to explain the details of the access permission of OfficeClip Contact Manager. I have created a video which attempts to explain some of it.


Note: For clarity watch in full-screen mode


Did this video help? please ask your questions or provide comments below.


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OfficeClip Tips

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

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

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

More...

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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

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 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...

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OfficeClip News

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).

 

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OfficeClip Tips

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.

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OfficeClip Products

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.

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OfficeClip Tips

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