OfficeClip Release 8.2.5
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 … Read more
Use Tags to loosely organize Contacts in OfficeClip
To organize contacts, accounts, opportunities etc. in OfficeClip Contact Manager you can use user-defined fields. This can be used when you are setting a single property to a field, say, you want to specify that an … Read more
Send Invoices to your Customers using OfficeClip
OfficeClip now has a new application for invoicing customers. There is no need to export or synchronize your accounting system information with OfficeClip. You can directly invoice customers from within OfficeClip. This feature will be … Read more
Share Project information with your customer
OfficeClip Extranet allows you to share your project information with your customers and service providers. For example, suppose you want to share timesheet summary with your customer so that they can, at any time, see … Read more
Issue Tracker: How to Capture Customer Cases via Email
Web Issue Tracker allows you to publish an email address so that your customers and prospects can report issues to the tracker via email. The following features are available: Email Attachments are converted to documents … Read more
Tip: Customize your Header and Footer
We have made the customization of the Login screen and footer easier. You can now use the HTML editor to insert any arbitrary html (for example your website header) in OfficeClip. In order to do … Read more
Duplicate Management in the Contact Manager
Starting with release 8.2.3, we have implemented a duplicate management system to weed out duplicate contacts present in the OfficeClip Contact Manager. Currently there are two places where duplicates are managed: OfficeClip administrators are able … Read more
Changes in Release 8.2.3
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 … Read more
How to create a public knowledge base using OfficeClip
Have you wondered how you can create a knowledge base using the Web Issue Tracker in OfficeClip? Creating a knowledge base can save you valuable support time by allowing your customers to handle simpler issues … Read more
Share OfficeClip with your Customers without creating an account
You may want to share a document with your partner or a timesheet report with your customer but without giving them the OfficeClip login. OfficeClip Extranet can be used in two modes: Public Sharing Public … Read more
