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New changes to the OfficeClip Issue Tracker

by imran 17. September 2013 15:54

OfficeClip Issue Tracker software is used by many organizations to keep track of their software issues, bugs and cusotomer support requests. In a recent release of OfficeClip we have made changes to the Issue Tracker View and Edit screens to make them more user-friendly. We have also provided abilities to put the desciption, resolution and comments in the html format.

Issue Tracker Detail Screen

The detail screen of the issue tracker shows a quick view of the issues and notes that are shared by the users and customers. The following changes are made:

  1. Attachments and History are now in different tabs. This makes the screen less cluttered and also provides a way to put more important information in front of the user.
  2. The Status is kept at top right to allow users (who has privilege) to change it.
  3. Only those fields are shown on this screen that has any values associated with it.
  4. Notes can be added directly by the user and customers on this screen.


Issue Tracker Modify Screen

This screen shows up when the user clicks on the Modify button on the detail screen. The following changes are made to this screen:

  1. Status, Assigned to and Regarding fields are now consolidated on the top right of the screen. These are the fields most often used so they are moved to a more visible location.
  2. The Description, Resolution and Comments are now in rich text format allowing users can add html formatting to these text areas.
  3. Attachments and Notes are removed from this screen and moved to the Detail screen

 

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OfficeClip News

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

How OfficeClip uses OfficeClip

by imran 10. June 2013 09:16

 

OfficeClip is one of the very few applications in the market that provides a one stop solution for customer and employee management. The OfficeClip team uses this software for prospect management, accounts management, timesheets, expenses, and issue tracking every day. This article shows how each component of OfficeClip is used by us in our everyday business.

 


Task Manager

When a new task is allocated to a member of our group the manager creates the task and then assigns it to multiple people who are supposed to work on it. The assignees get an email notifying him/her of the task. During the lifetime of the task the time spent is tracked within the task using the track time button. Later these times are imported into the OfficeClip timesheet application.

 




Contacts and Customers

In OfficeClip we store all of our prospect and customer information in our CRM. Using the contact manager's webform module we have created a form and connected it to our registration page. When someone fills inthis form on our website it creates a contact record in OfficeClip. We then track all of the events and tasks for the contact.



Campaigns and Drip Marketing

To send automated emails to our prospects at regular intervals. OfficeClip schedules a phone appointment, and then sends a few emails to the contact at varying frequencies. This is done automatically using the drip marketing module in OfficeClip.

 

 

For example: As soon as a prospect registers in OfficeClip we want to send an email to the prospect, thanking him/her for registering on our website. If the prospect does not reply within a week then we may want to send a reminder with additional information. After 30 days if the prospect has not sign up with OfficeClip we will send another reminder to the prospect to remind him/her again to consider using OfficeClip.

Invoices

The invoices application allows processing of all customer invoices, and this feature is integrated with the timesheet and expenses software. This allows ease of client billing. When the invoice is sent it provides an email link to the recipient that leads to a portal from where he/she can view the invoice, pay for the invoice, or dispute the invoice as desired. Within OfficeClip we generate an invoice whenever a customer pays for the hosting fee from our website.


Issue Tracker

Every organization needs to track issues for their employees, products, or customers at times. OfficeClip Issue tracker is a one stop solution that can cater to the needs of each of these entities while still keeping them separate.

Within OfficeClip all our bugs are tracked internally using our issue tracking system. To keep the internal and customer issues separate we have assigned separate binders for them. A binder is a combination of similar issues that can be searched, sorted, and filtered.

Issues are color coded to make sure that any open issues are not missed. We also use various filters to take a close look at the subset of issues,for example issues that are open and critical or those that have already been resolved.


Capturing customer issues using webforms

Customer issues are reported using web forms, and they are directly entered into the issue tracker. We have designated an email address so that whenever an issue is reported via a web form or email it shows up in the designated folder. This also sends a tracking ticket to the person who reported the issue so that the problem can be tracked during the life cycle of the issue.  

Creating a complete help desk

A help desk requires two way communication between customers and  an agent. The notes feature in OfficeClip allows two way communication. When the customer reports an issue; he/she is sent a tracking ticket link. Clicking on this links takes the customer to a personal portal from where the status of all the issues are shown. See How to create trouble ticketing system using OfficeClip

Timesheet, Time offs & Expenses


 The OfficeClip HRM module can track both project and employee time, expenses, and vacation time and other paid time off. 

Everyone who works in OfficeClip creates timesheets, which are sent to QuickBooks periodically using our QuickBooks interface after they have been approved. OfficeClip supports interfacing with QuickBooks, Peachtree, ADP, etc...


The OfficeClip Time Off application tracks vacations, PTO or Paid Time Off, and accruals. The time off status is automatically shown in the OfficeClip calendar, to make sure that all members of the team can see each person's vacation schedule..

Other Modules

There are other modules in OfficeClip that we use on regular basis as well. We use calendar to store meetings and events, and shared documents are stored in the document sharing module. We also use the announcements feature for team announcements.

 

 

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OfficeClip Tips | Other | Small Business 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

New Features in OfficeClip Release 9.3

by imran 2. June 2012 17:06

In this release we have made more than 50 enhancements in various OfficeClip applications and have resolved close to 100 issues. The most important enhancements are given below:

Contact Manager / CRM Enhancements

Timesheet / Expenses Enhancements

>> See the complete Release Notes here

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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

Get 10X more disk space in OfficeClip

by imran 22. August 2011 10:54

 

If you are currently using OfficeClip Document Sharing, Contact Manager, Time Tracking or Expense Tracking then this post will be useful for you.

Let us know how you are using OfficeClip and we will increase your disk space 10 times. Just write a couple of paragraphs on one or more of these:

  • How OfficeClip is helping you in your business (compare with what you had before OfficeClip) and how excited you are using OfficeClip.
  • One or two tips or tricks on using OfficeClip

Put your story on a page on your website or your blog and send us the link. If you do not have a blog yet, you can create one in 5 minutes in wordpress (https://en.wordpress.com/signup/)

Photo Courtesy pobre.ch, Creative Commons Attribution.

 

 

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