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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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Can Bing be the Next Great Thing?

by Admin 12. June 2009 13:06

I just wanted to write a little something about Microsoft's newest adventure. Also, we ourselves are considering advertising on Bing, so I though I'd share some of our research in case others are thinking of putting some ads there.

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Creating Relationships in OfficeClip Contact Manager

by Admin 3. June 2009 08:06

Relationships exist in various forms in the real world and any software, including OfficeClip Contact Manager, could not possibly think of and fulfill all the possible relationships while implementing the system. To fill this gap the Web Contact Manager provides the ability to create arbitary relationships between various entities in OfficeClip. For example:

  • For Real Estate transactions, a Broker can be a relationship between two Contacts
  • An Account can be a Partner of another Account

Relationships are shown as the "children" of the object (for example Contacts, Accounts etc.) to which it is attached. A relationship is always created between two objects and OfficeClip shows this relationship as a "child" of both these objects.

To create a new relationship, go to the object that you want to create the relationship with and click on the Relationship link (on the object detail screen). For other tips on using the OfficeClip software and the Contact Manager in your business, check out our forum.

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