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Use notes to share your ideas in OfficeClip

by SK Dutta 17. October 2013 15:29

You can use OfficeClip to share your ideas and notes with your colleagues. In OfficeClip Contact Manager, click on the Notes application from the left application bar. A list of notes is shown. From here you will be able to create new notes or share them with your team.

Each note can be created using the HTML editor provided and then can be made private or shareable with the organization.

Notes, in OfficeClip, can be used to keep track of a variety of things. For example, we use it to keep track of our weekly status and plans. You can also use it to store project notes.

 

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OfficeClip Tips

How to Sync with Outlook

by SK Dutta 3. October 2013 16:06

We are pleased to announce the new Outlook Addin (version 1.7.12)  for OfficeClip. The current add-in supports Outlook version 2007, 2010 and 2013.

The add-in syncs your OfficeClip Contacts (with all associated notes), tasks and events with Outlook.

Here is a short video on how to install it and how it works!

 

Outlook Addin for OfficeClip

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OfficeClip Products

How to use Accruals in Timesheet

by SK Dutta 27. August 2013 16:48

According to Wikipedia, the definition of accrual is: Accrual of something is, in finance, the adding together of interest or different investments over a period of time. In OfficeClip Time-off module, accruals can keep track of various time-offs your employees use and save as per company policy.

 

Your employees may belong to various accrual groups. This means your senior employees may be able to acquire more time-off than your new hires. There are also various types of time-off and accruals such as jury duty, family emergency, sabbaticals, etc.

Whenever an employee requests time-off, the system calculates the amount remaining and gives warning to the employee if he/she has used up all the hours in a particular category. Each employee can be set with an accrual policy and the system calculates the amount of time remaining in hours.

 

Employees can also check their own time-off when requesting them.

 

Time-Off module is a part of the OfficeClip Web Timesheet. The Time-off module is available at no cost with the Timekeeping software. Let me know if you have questions.

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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

OfficeClip 10.1.18 - Release and enhancements

by SK Dutta 3. June 2013 16:32

We have some interesting enhancements and ideas for you in this newsletter:

  1. Modified Google sync algorithm and notification

    You will now need to sign on to authenticate yourself to Google account using OAuth 2.0. This is currently the preferred way to access Google API.

    OfficeClip Google sync will allow you to do bi-directional sync of contacts, events and notes. See the following video on how it is done:Google Sync for Contacts in OfficeClip CRM

  2. Changes in the Settings screen

    The settings screen used show as popup before and we had a few complaints from you about the difficulty in handling popups. So we changed to normal tabbed interface. Here how it looks.

  3. Bug Fixes
    • Invoice payment processing, when processing checks gives an error
    • Time-off accrual details does not show correct accruals
    • User import/export now includes custom fields

Note: If you are using the installed version, you can download it from here. Hosted version of OfficeClip is automatically upgraded.

Create your own ticketing system

OfficeClip separates itself from other vendor solutions by providing you a more complete system to manage employees and customers. You no longer have to acquire multiple systems and integrate with your workflow.

Today we will show you an interesting way to use the OfficeClip issue tracker to create a ticketing system to manage your customer and internal tickets. See this article to learn how it is done: Create trouble ticketing system using the issue tracker

Give a feedback, get amazon certificate

We realized it is time to track our feedback in a better way. I have a list of hundreds of your ideas and need a way to decide which ones should be implemented first.

So we started using a third party ticketing system (till we can write our own :)). This will allow you to track your own feedback. It is here:

This month (june 2013) we plan to give four amazon.com certificate of $50 for four interesting feedback or ideas. You need to be a customer to participate in this.

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OfficeClip News

Create trouble ticketing system using the issue tracker

by SK Dutta 22. April 2013 18:42

Issue tracker is a part of the OfficeClip suite and provides capabilities for recording, tracking and acting on issues. This article will describe how to use the OfficeClip issue tracker and extranet to create a trouble ticketing system for your internal users and customers.

More...

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OfficeClip Tips

Book Summary: Good Strategy Bad Strategy

by SK Dutta 28. March 2013 09:14

There are lots of business strategy books in the market. I recently read the book Good Strategy Bad Strategy by Richard Rumelt and was impressed with the research and insight that went into this!

This book seems to be little different from other strategy books that I read and it is clearly action oriented!

I know it is sometimes boring to read reviews, so I created summary points into a few powerpoint type slides.

https://docs.google.com/presentation/d/1E7-b4m2QTKstCYfX0RjU3vl-E1-WRWdOpjFQwd-zQpA/edit?usp=sharing

Let me know how you liked it!

 

 

 

SK Dutta

 

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Cloud Security: more than credit report of celebrities?

by SK Dutta 13. March 2013 17:05

 

By now you must have heard that someone has hacked (or fooled) the credit reporting agencies and published the credit report of celebrities like Aston Kucher, Vice President Joe Biden, Michelle Obama etc. on a website. This news came up late yesterday and even though the FBI is after the perpetrator(s), the website is still up and online... (as of 4PM Mar 13, 2013). We see many cloud providers touts the security of their cloud with 24 hours gated entry and other bells and whistles. Does it matter anymore if there are so many holes that hackers can get information from even the most protected sites like white house, CIA, credit reporting companies etc. and post them on internet?

This reminds me of few questions we get from our customers to help them decide whether they should use our cloud version or the installed version of the software. So here is my take on what you should consider while deciding on whether to rent your application on cloud or keep it in-house.

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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

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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

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

    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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    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

    10 ways to make the most of your virtual team

    by SK Dutta 16. April 2012 15:37

    Information distance is becoming more and more independent of geographical distance. Outsourcing projects and virtual teams are becoming commonplace in software development and other related business. 

    Project management in virtual teams is a challenge because some of the traditional time and material concepts breaks down when worker works on their own schedule.

    Based on my experience with virtual teams, I have compiled a list of things that can make it more efficient.

    More...

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    Small Business Tips

    Tips on keeping your data safe in the Cloud

    by SK Dutta 4. April 2012 13:59

     

    While reading a recent news article 1.5million account numbers hacked after Visa and Mastercard card data theft I started thinking about how much of my personal and business data is kept on somebody else's cloud. In todays networked environment you have your profile information on social networking sites, financial information with credit card companies and banks, and your business information on many cloud networks.

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    12 productivity tools for 2012

    by SK Dutta 8. January 2012 08:17

    I tried to compile twelve good productivity tools that I plan to use in 2012. All these tools are free and some of them have professional paid edition.

    More...

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    Small Business Tips

    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

    Data security when working with a partner organization

    by SK Dutta 2. September 2011 07:57

     

    Yesterday one of our customers wanted to know how he can invite the employees of a new outsourcing company (he is working with) to OfficeClip but keep them from seeing internal information of the company. 

    Sometimes people have to go extra mile to hide their information. For example, if you want to give access to somebody to your personal computer, you may want to make sure that they do not have access to folders or files on the hard drive.

    More...

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    OfficeClip Tips

    Apple from Newton Pad to iPad

    by SK Dutta 25. August 2011 08:01

     

    Although this board is used for making our product announcements, I could not help reacting to the news.

    Steve Jobs departure from Apple is a well anticipated event since his leave of absense back in 2004. Although I do not personally own any Apple devices (except the company owns a few for testing purposes) and not too many of my friends do (yes I am branded out of fashion and opted for open android), I still could not part with my, now unusable, Newton Pad. I had hoped that Apple would bring back Newton after Steve Jobs came back as CEO and felt sad when he killed it! http://en.wikipedia.org/wiki/Newton_(platform)

    It was revived many years later with iPad, which was a category creator, and I would say is "Newton done right". Then we saw the years of copycats (per Steve Jobs)! There were windows based tablets before iPad but nobody understood the opportunity of bringing it for masses for a resonable price before Apple (Microsoft failed a few times!). It was a combination of innovation, think different branding (http://en.wikipedia.org/wiki/Think_Different), vision of Steve Jobs and well executed marketing machine.

    Now looking at how investor confidence showed up in the market post Steve's departure, it seems that Apple is under pressure to continue to innovate for the next few years to shift the brand focus away from Steve Jobs as continuous innovator and CEO. We all expect from Apple to come up with innovative products every two years or so. If they stay with +1 improvements it will create opportunities for other competitors to come closer.

    Maybe HP killed their tablet too soon!

     

     

     

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