During customer pre-qualification stage your representative needs to use consistent scripts. In OfficeClip you can create templates that can be used multiple times to record the pre-qualification conversations. In OfficeClip you can create the script … Read more
Your company may work on various projects and track time and expenses for them using software like OfficeClip. Today I am going to show you how to give limited access to your customers so that … Read more
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 … Read more
Staging servers are needed when you do not want to put a new release directly into the production environment. You may want to make sure if some new feature needs some training, or your team … Read more
Note: If you are using OfficeClip from AWS Marketplace, you *DO NOT* need to follow the instructions given below. Your initial password of the created instance is abcd1234@ which must be changed before using the software. Amazon … Read more
For the past few months we have been working hard in making OfficeClip more usable to our users. In the new release 10.2.1 we have fixed numerous bugs and created many enhancements. Most of these … Read more
I have gotten a few requests on how to make appointments on behalf of someone else in OfficeClip Calendar. Here is a quick video:
Microsoft Internet Explorer is now bundled with Windows 8.1. It can also be downloaded from the Microsoft website. Microsoft has changed how this new browser is recognized by the program. This had broken some of … Read more
This release comes after a long time with many enhancements and bug fixes. I am listing a few of them here: Enhancement: It is now possible to make copies of Reports Enhancement: In timesheet comments … Read more
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 … Read more
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