OfficeClip Forums

OfficeClip Blog
Discussions on OfficeClip Products and Services

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

 

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

 

 

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.

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...

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
  • 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

    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...

    TIG: OfficeClip provides more feature than anybody else!

    by Golden Scott 19. July 2011 14:00

     

    Terra Information Group Inc. (TIG) needed a cost effective Web Time Sheet and Expense Tracking software to manage employees and projects across their offices in many cities. One of the requirements was that they would be able to track time across various  projects, teams and geographical locations.

    TIG chose OfficeClip Timesheet and Expense Tracker after comparing many other similar software in the market. After completing evaluations and due diligence for a few months they finally decided to settle with OfficeClip's Timesheet Software. "OfficeClip provides us with more feature than anyone else in the market," says Mamta Aggarwal, Consulting Manager of Terra Information Group.

    OfficeClip Release 8.2.5

    by SK Dutta 7. December 2010 16:43

     

    Thank you for your patience and feedback, we are now in 8.2.5. Here is the summary:

    • Enhancements on Invoices
    • Use Microsoft Word® to create and send campaigns
    • Tags are more visible and useful
    • Ability to move or hide contact fields

    Enhancements on Invoices

    In this release we have made the Invoice application more useful and stable. Following are some of the many enhancements we made to this application:

    More...

    Changes in Release 8.2.3

    by SK Dutta 21. March 2010 14:02

    We have introduced major changes to this new OfficeClip release. We thank everyone who has given us feedback on the features implemented in this release. Following are the highlights:

    • Implementation of Tags and Tag Groups
    • OfficeClip for Blackberry & Droid
    • Changes to the Free Edition
    • Minor enhancements and fixes

    More...

    OfficeClip Release 8.2.1

    by Admin 5. November 2009 14:11

      Many of you have requested enhancement via OfficeClip Forum . In this release we have implemented of most of them.

    • Dashboard Enhancements
    • FREE 2 licenses for existing users
    • Improvements in the Reporting Module
    • Earn by Referring OfficeClip
    • Implementation of Expense Synchronization

     More...

    Web Timesheet can now track time for all applications

    by Admin 21. September 2009 14:09

    Many of you have requested a feature which would allow time spent on fixing issues, tasks or speaking with the contacts can be imported into OfficeClip Timesheet so that these time could be billed to the clients. Because OfficeClip customers have varying needs, this created some implementation challenges:

    1. What if the user does not use the OfficeClip Timesheet? In this case we are providing additional configurable reports.
    2. You want to export only some work items to the OfficeClip Timesheet. We have created a wizard interface that will allow users to pick and choose what is imported.
    3. Also, OfficeClip Timesheet should be flexible enough so that free form editing is available after the information in imported to the timesheet.

    More...

    OfficeClip Enhances the Group Calendar Application

    by Admin 11. September 2009 14:09

    OfficeClip Web Calendar offers various ways to create events to connect with your coworkers, customers and partners:

    1. You can create Group Events that is seen to everyone in your organization.
    2. Meetings can be created with your co-workers, customers and contacts. These are visible to the meeting facilitators, attendees and proxy.
    3. Personal events are private events that are visible only to the creator.
    4. Events can also be created from other applications, for example from the contact details screen of the Web Contact Manager, you can quickly create an appointment with the contact.

    More...

    New Feature: Mileage calculation

    by Admin 19. May 2009 09:05

    We had many requests for this feature and so we have implemented the mileage calculation module within OfficeClip's Expense Report.

    To use it the administrator must first set the mileage rate from the Expense Report > Profile screen and create a expense type called mileage.

    Whenever a user fills up an expense report and selects the expense type mileage, the number of miles entered will automatically be multiplied by the mileage rate.

    Mileage Calculation for Web Expense Report

    Mileage Calculation for Web Expense Report

    We are confident that this new feature will help OfficeClip users to better track the expenses for their projects. Inadvertent errors will be significantly reduced and the automatic calculation will save time from entering the mileage rates manually.

    To see other new features and enhancements for OfficeClip 8.1.1, check out our blog article that describes them in detail!

    Introducing the Newest Version of OfficeClip

    by Admin 12. May 2009 16:05

    OfficeClip 8.1.1 Release

    We have been working hard to improve our software and we are excited to introduce some great new features with the release of OfficeClip 8.1.1!

    OfficeClip Interface

    In this release, OfficeClip has a completely new interface. The look and feel of the software has been changed to improve the user experience. The main toolbar has been shifted to the left side, from the top. All the colors and tones have been altered throughout the software to make it more appealing to the user. 

     

    Contact Manager Home

    New Interface for OfficeClip

     

    Contact Roles for Opportunities

    When you create Opportunities in the OfficeClip Contact Manager, you can now add multiple Contacts to each opportunity. Additionally, each Contact can be assigned a specific role, such as Manager, Contractor, Associate, etc. To enable this feature, go to Opportunity > Admin > Children.

    Manage Campaigns More Effectively

    You can now associate your campaigns with other objects. This will enable OfficeClip Campaign users to have documents,  notes etc. associated with each particular campaign. Using these objects with campaigns will allow you to be more organized.

    Automatically Track Mileage Expenses

    We have added a new feature to the Expense application that enables users to enter a mileage rate and have the expense amounts automatically calculated. The feature will save users the time of having to manually enter their mileage expenses and also eliminate inadvertant errors associated with entering it manually. Learn more about this feature.

    What is coming?

    We soon plan to add the following features:

    • Full fleged Project Management
    • More useful reports
    • Addition of Relationship Manager, Contract Manager and Products

    OfficeClip Resources for Your Business

    We are continuously building our online community where current and prospective customers can learn about our software and receive ideas for improving efficiency in their businesses. In addition to our fairly new Twitter account, we have created a forum where OfficeClip users can go for support, share tips and ask questions.

    OfficeClip Forum 

    OfficeClip Forum

    Network with us online and be part of our conversation to help small businesses become more efficient!

    New OfficeClip Release and Enhancements

    by Admin 1. December 2008 19:12

    We have been working hard on various improvements and we are excited to introduce some great new features!

    MS RDLC Dynamic Reports


    With our OfficeClip 7.7.4 release on November 23, 2008, we have made several enhancements to the software. OfficeClip now has Beta Microsoft RDLC Dynamic reports. We have added these Microsoft reports instead of the Crystal reports and are confident that they will be more effective and appropriate in meeting the needs of OfficeClip users. They also give users the ability to add their own custom reports within the Web Timesheet and Expense, Web Issue Tracker and Web Contact Manager applications.


    New Online Help Files


    Another enhancement that has been in the works for some time is our online help files. We have done extensive work on updating these files to accurately reflect the software and guide both new and existing users through the many features of our software. We aimed to have the online help files do more than simply show "how" to make new web timesheets, color-code issues, create email campaigns, etc. We wanted them to also demonstrate "why" these various features and functions will help our users and how best to take advantage of all parts of the software to get the most benefit. The online help files can be especially helpful if you are in the process of evaluating our software, as they will guide through not only the setup of OfficeClip software, but also show you the varying levels of functionality and efficiency that the software can bring to your organization.


    New Backup and Restore Tool


    A new backup and restore tool is provided with the current version that will allow you to do your database and configuration file backups unattended. To access this tool, go to the Start Menu -> All Programs -> OfficeClip


    Check Out Our New Video!


    We also made a video of our software! So if you are new to OfficeClip and want to see how your business can benefit from web based management software such as
    Introduction to OfficeClip

    online timesheets
    , web contact management, document sharing, etc. then take a look at our short (we promise!) video:


    Last But Not Least...


    Finally, we wanted to say how excited we are that Whataburger is using OfficeClip for their online business needs. We look forward to providing them with web based solutions now and into the future. Excited about any of these new features or want to see something else? Give us feedback or post a comment below!

    New Editions and Pricing for OfficeClip

    by Admin 14. October 2008 17:10

    Many business are feeling the effects of the economy right now and we wanted to help our potential and exisiting customers by introducing a new pricing structure for OfficeClip, as well as some new price reductions for our software. Its still necessary for businesses to be able to grow, organize and become more efficient, so we have put together three editions of OfficeClip, with the aim of meeting the various needs of all our customers.


    Team Edition (Free)
    - This free edition is for two users and we are aiming it at customers who want to first evaluate OfficeClip before buying and for developers. This edition can be used for an unlimited amount of time, allowing plenty of time for evalutation and for developers to try it out extensively. Team edition can be hosted or installed.


    Professional Edition
    - You can purchase Web Contact Manager, Web Timesheet and Expense, Web Issue Tracker and Web Collaboration separately or you can get them all together in the Premium Suite. Professional Edition can be either hosted or installed and is for anywhere between 3-200 users.  We have reduced the prices by 20%, please visit our pricing page for more information.


    Unlimited Edition
    - This edition is for organizations with over 200 users and is only available in the installable version. By purchasing the Unlimited Editions, there are no limits on the number of users, all applications (Web Timesheet, Web Contact Manager, Issue Tracker and Web Collaboration) are given and the source code is available. Please contact us for a quote on this edition.


    Whether you are 2 users, 50 users or 1000 users; need only web based timesheet software or all applications; want to install or use the hosted versions-we are confident that we have the solution for your business.

    New Connectors for OfficeClip and third-party software

    by Admin 23. September 2008 18:09

    These connectors will enable OfficeClip Timesheet users to easily and efficiently connect with third-party accounting software such as Quickbooks, Peachtree and MS Accounting. The add-ins will eliminate the need for any double entries, as all accounting data, like payroll entries, etc., can be directly moved back and forth between the accounting software you are using and OfficeClip's Web Timesheet and Expense. Each of these connectors can also work with our Offline Timesheet, so if you don't have an internet connection, you can still access the two-way data transfer.

    In addition to the connectors for the various accounting software, OfficeClip also has MS Word and MS Outlook add-ins. The MS Word add-in will allow you to create mail-merge documents (letters, fliers, campaigns, etc.) directly from MS Word using the OfficeClip Contact Manager application. Our MS Outlook add-in enables you to quickly and easily synchronize your Contacts, Events, Tasks and Notes straight from MS Outlook to OfficeClip and vice versa. This is an extremely useful feature since we are all busy and need the ability to have flexible access to our information.

    If you think having an OfficeClip Connector will make your work easier and more streamlined (which we are sure it will!) then visit the OfficeClip website to learn more and download a connector.

    Powered by BlogEngine.NET