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How to Create and Customize webform

by SK Dutta 4. May 2017 13:55

The video below shows how you can create a contact web-form to capture leads from your website. It also discusses basic customization of the web form to make the look and feel of the form similar to your website.



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OfficeClip Tips

New Release 10.4.20

by SK Dutta 5. October 2016 15:46

Welcome to the new release of OfficeClip. In this release we bring you a few enhancements and many bug fixes:

Document Viewer


Before downloading a document, you can now review it using the in built viewer. Current supported files are office documents (docx, pptx, xlsx), html, pdf, xml, js and text files.

Windows Live OAuth2

If you have a windows live account, you can use that to login to OfficeClip instead of your OfficeClip login and password.

See full release notes

Download Link (for users who have the installed version)


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OfficeClip News

OfficeClip is now free on private cloud

by SK Dutta 30. August 2016 16:26

OfficeClip has now made its small business application free to run on private clouds like amazon aws or hyper-v in organizations. Previously the  software was free for upto 10 users. With this release it has been made free for unlimited users. OfficeClip also provides free email support for this product.

OfficeClip creates software to manage customers and projects. This includes CRM, Timekeeping Software, Expense Management, Invoicing and Help Desk. 

Starting a decade ago, OfficeClip provides software solutions to thousands of small and medium businesses. To learn more about OfficeClip visit our website at www.officeclip.com

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OfficeClip Products

New! OfficeClip Release 10.4

by SK Dutta 13. February 2016 19:22

This is a major release after about 5 months. We fixed more than 150 issues and made lots of enhancements to OfficeClip. This article discusses the enhancements we made in various applications of OfficeClip:

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OfficeClip News

Tips on how to change Timezone in OfficeClip

by SK Dutta 8. October 2015 14:10
In the past couple of weeks some new customers reported that their times are not shown in the proper timezone.

There are two ways to change timezone in OfficeClip:

  1. Organization Timezone: This is set by the administrator when the organization is created. The timezone of every new user will be set to this value. To change this go to Settings > Organization Settings > Timezone and Custom Fields (under Organization)

  2. Personal Timezone: This will override the default timezone that is set by your group administrator. To change this go to Settings > My Profile > Personal Preferences
The video below shows this in action:


See this video in high definition in YouTube


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OfficeClip Tips

Sending low cost campaigns and newsletters using OfficeClip

by SK Dutta 7. May 2015 16:05
OfficeClip Campaigns module can be used to send campaigns and newsletters for free as long as you have a SMTP account to send emails. If you are not sending huge number of emails, you can use your company smtp account (or even a free account like Gmail). 

Bulk email providers like Elastic Email or Amazon SES are very cost effective for sending large number of emails. Make sure that when sending bulk emails, you should setup DKIM or other mechanism to authenticate yourself.

OfficeClip Campaigns module provides features for creating good looking html emails from templates. It can also track when the user received or open emails. Currently its feature set is not as extensive as other commercial providers where you pay anything between ten to hundreds of dollars.

Here is a video on how to create and send campaigns with OfficeClip, which I created while helping a customer on this issue.


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Developer Resources

OfficeClip New Release 10.3.49

by SK Dutta 2. March 2015 15:03
We have finally released the new version 10.3.49! Thank you for your patience. Following are a partial list of things done in this release:

  • CRM - Redesigned Google Sync with new API
  • CRM - Tags are now exporting in the csv file
  • CRM - Skype integration
  • Projects - Added Notes
  • Many bug fixes and minor enhancements. Please see the Release Notes for details.

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OfficeClip News

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:


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OfficeClip Products

Bringing better collaboration to international teams

by SK Dutta 13. January 2015 14:01

Today most Fortune 500 companies have offices in other countries like China and India. Small businesses can compete by using virtual teams to complete development projects. The challenge is how to manage projects where all team members are not in the same geographical location.

According to i4cp’s productivity blog, even though the use of geographically dispersed teams doing complex work has increased, they require proper structures and knowledge sharing to make them work effectively. Show the infographics on the above web page here.

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Small Business 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

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

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

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

    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

    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

    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.

    More...

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    OfficeClip Tips

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