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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

    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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