Reading Time: 3 minutes OfficeClip Web Contact Manager allows administrators to manage duplicate entries. Duplicates can occur when data is entered or imported from various sources. The most likely reason for duplication is when data is imported without preprocessing and cleaning. … Read more
Reading Time: < 1 minute With 2011 we have add two more ways for our users can communicate with us better. The first one is to capture your Ideas and Feedback in a better way and the second an OfficeClip … Read more
Reading Time: 2 minutes 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
Reading Time: < 1 minute 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
Reading Time: < 1 minute 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
Reading Time: 2 minutes 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
Reading Time: 2 minutes 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
Reading Time: 3 minutes 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
Reading Time: 3 minutes 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
Reading Time: 2 minutes Managing data in a remote office is often complex and challenging. Some tasks can be completed independently, but others require consolidation. Potential issues include the following: How are your employees billing their time? How are projects being implemented? Are problems communicated effectively between branch offices? Are internal issues and … Read more
Reading Time: 2 minutes Steve Pavent of Optimum Payments is a small-business owner who offers payment solutions to many other small businesses. Before using OfficeClip, the head office manually processed all business applications. Steve had the following requirements: Each agent should be able to view … Read more
Reading Time: 2 minutes As a small business, you can run your business more efficiently using many products that are delivered today via SaaS (Software as a service) or locally installed. For example, you may need to: Manage your prospects, accounts opportunities … Read more
