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Post History: Guest User
Update:
So far the only people who are having this problem are employees that have been added or …In: Problem with opening "details" under expense
7 years ago
Please see email from employee below regarding problem opening up details section:
... I'm h …In: Problem with opening "details" under expense
7 years ago
I have downloaded OfficeClip for evaluation.
I am the site administrator but cannot enter the sit …In: Resetting site administrator password
7 years ago
The only email address I can select is my own - being the sole member of the organisation. Through t …In: Creating a Mailing List
7 years ago
Per Manual
"You can customize your mailing lists by clicking the Mailing List link and selec …In: Creating a Mailing List
7 years ago
Situ: Emails coming in re new leads/opportunities from people I meet and give my business card to, w …In: Linking incoming emails where no contact record yet exists
7 years ago
Hi,
I can code in an image and link, but...I don't get this...
...in trying to insert an …In: Image Library
7 years ago
Ok,
But now I've done that and now want to use the image manager to insert an img into an em …In: Image Library
7 years ago
Where is the best place to store images used to customize the login screen and site header?
PDubIn: Image Library
7 years ago
"Setup" --> "Manage Site Information" --> "Update Login Ids"
…In: "Update login Ids" doesn't appear to save
7 years ago
In the new OfficeClip, I setup an event at 7:30 AM but cannot see it in the Daily Calendar. The Dail …In: Cannot see event in the Daily Calendar..
7 years ago
SK,
I have upgraded and it's still not working. My install is local so not accessible extern …In: Gmail POP
7 years ago
Been there, done that. That is where I got the info for setting up in the first place.
I am using …In: Gmail POP
7 years ago
I have 4 email accounts configured in OC.
3 are [email protected], 1 is [email protected]
All are …In: Gmail POP
7 years ago
OK I solved it by going to the Master and then removing the permissions from each individual member. …In: Custom Binder Templates
7 years ago
OK a little lenience for a newby to this. Where do I change the permission for the binder?
As muc …In: Custom Binder Templates
7 years ago
Are the listed Binder Template Types the only ones available?
Is there any way I can create my ow …In: Custom Binder Templates
7 years ago
I want to exclude all records from a filter where a particular field is blank. ie/eg Email field is …In: Excluding empty fields
7 years ago
In the releasenotes for 8.2.1 we read:
Enhancement: Ability to automatically send emails to the p …In: Reminder e-mails for timesheets
8 years ago
First, I love how office clip will automatically calculate the milage based on the rate that I set u …In: Need help editing a Report for Expense
8 years ago
We are attempting to use OC as a Lead Management System.
What I am trying to do is to set up a us …In: How can I restrict access in Contact Manager
8 years ago
We have people that only need access to timesheets; however, on the homepage they can see all contac …In: Managing the Home Page Widgets
9 years ago
Was wondering if it’s possible to create folders or any kind of ‘gatherer’ where I can sort contacts …In: Can we create Folders in Contact Manager?
9 years ago
I was wondering if there will ever be a way to copy notes to other contacts.
For example, if I am …In: Note duplication
5 years ago
Hi
I see that when you add a contact one can designate it to be a customer, prospect, channel par …In: How do I refer to a particular type of account from Opps screen
10 years ago
Will I able to extract all the timesheet data from OfficeClip to Excel or a CSV file between two dat …In: Extract all data to Excel/CSV
5 years ago
I want to send out an email blast to my contact list but I want to be able to keep track of who rece …In: Can you search by creation date?
5 years ago
