Reading Time: < 1 minute Many small business owners create goals for their company every year. A few owners think this process is a waste of time and decide things as they come. When creating goals, it is important to … Read more
Reading Time: < 1 minute In any CRM, Tags allows free form categorization of contacts, customers and other entities. Usually contacts are often categorized using lists with fixed values. These are sometimes restrictive because they do not allow normal users … Read more
Reading Time: 3 minutes Welcome to the major release of OfficeClip. In this release we have made many enhancements and closed numerous issues. Some important enhancements are shown below: See full release notes here Site Wide Enhancements Many New … Read more
Reading Time: 3 minutes Image by -JvL- from Flickr Creative Commons Duplicati is an open source, powerful backup software on the cloud. It can take backups to various storage clouds like Google drive, Amazon S3, Microsoft OneDrive, ftp etc. … Read more
Reading Time: 2 minutes Starting today the OfficeClip suite, consisting of the Customer Relationship Manager (CRM) and HR Management module, will be available on Amazon Web Services (AWS) in AWS Marketplace with hourly and yearly subscriptions. OfficeClip Suite provides … Read more
Reading Time: < 1 minute In OfficeClip you can setup each of your companies as organization. Each organization is a separate entity and has it’s own information (like contacts, accounts, invoices, timesheet, expenses, users etc.) When you setup an OfficeClip … Read more
Reading Time: < 1 minute We are pleased to let you know that a new version of OfficeClip (10.2.16) has been released. This release fixes many bugs, some which are: In some cases entering alphanumeric characters in the custom numeric … Read more
Reading Time: < 1 minute 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
Reading Time: < 1 minute 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
Reading Time: 3 minutes 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
Reading Time: < 1 minute 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
Reading Time: < 1 minute 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 … Read more
