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Post History: SK Dutta
When you create customization in OfficeClip using the custom folder, your customization is kept sepa …In: Move Custom Code to a different installation
4 years ago
By default the Invoices application may be disabled in your existing OfficeClip. Please do the follo …In: Enable Invoices in the existing OfficeClip Application
4 years ago
You can post Contacts to the OfficeClip Contact Manager using various protocols. If you want to do i …In: Send information to Contact Manager via HTTP POST Protocol
4 years ago
OfficeClip has a Time and Expense add-in for QuickBooks. However, some of our customers cannot use t …In: Import OfficeClip data to QuickBooks manually
5 years ago
To organize contacts, accounts, opportunities etc. in OfficeClip Contact Manager you can use user-de …In: Use Tags to Organize Contacts, Accounts....etc.
5 years ago
To get the professional license after evaluation please follow these process:
For OfficeClip Host …In: Get professional license after evaluation
5 years ago
While using the OfficeClip Web Service, you may get an error stating that it cannot find a file in c …In: Fix web service connection problem
5 years ago
Some editions of Windows 2008 and Windows 2008 R2 does not come with IIS installed, they are there o …In: Activating IIS in Windows 2008 machine
5 years ago
OfficeClip runs in ASP.Net application domain and this means that the application may be terminated …In: Keep the OfficeClip ASP.Net Session Alive...
5 years ago
Many of our customers have requested to host their installed version of OfficeClip outside their com …In: Run OfficeClip Instance on the Amazon EC2 Cloud
5 years ago
In OfficeClip, you can control access permission of various objects (like contacts, documents etc.). …In: Control Access Permission for different objects
5 years ago
Do you need to notify your team members that the meeting which is going to start in 30 minutes is re …In: Use SMS Alerts with OfficeClip
5 years ago
In OfficeClip there are two kinds of administrators:
Site Managers who can change the account i …In: Setup Administrators in OfficeClip
5 years ago
To export filtered contact do the following:
Under Contact Manager click on Import/Export butto …In: Export Filtered Contacts
5 years ago
To add a contact as child of an account do the following:
Go to the contact detail screen,
C …In: Add Contacts as a child of an Account
5 years ago
If you want to keep some contacts separate from others here are a few ways of doing it:
If you …In: Keep some contacts separated from others
5 years ago
Login to OfficeClip as an organization administrator and click Settings > Organization Settings.
…In: Add more Members/Users to OfficeClip
5 years ago
There are two settings that controls how much backwards your users can enter timesheets:
Profil …In: How to enter timesheet for backward periods
5 years ago
To assign (or delete) contacts in bulk,
Go to Contact Manager List Screen
You will see the S …In: Assign Contacts in Bulk
5 years ago
To run OfficeClip on a different port, you will need to change the port number in the IIS. The discu …In: Run OfficeClip from a different port
5 years ago
Login as Site administrator
Click on Settings button at the toolbar. Then click on Manage License …In: Request a new license from the OfficeClip Installed Edition
5 years ago
Say you want to use OfficeClip for multiple separate businesses and you want to keep them separate ( …In: How to use OfficeClip for multiple businesses
5 years ago
Login to OfficeClip and click on Settings (or if the license expired, click on the apply license lin …In: Applying a new license key
5 years ago
Contacts can be moved from one organization to another by exporting them from the source organizatio …In: Move Contacts from one organization to another
5 years ago
To create a report for all the related data for Contact Manager (or any other applications under CRM …In: Create Reports to show all the related data like Notes, Events, Tasks etc.
5 years ago
OfficeClip Tasks can only be edited by their owner, assignee and administrators. This behavior can b …In: Allow Tasks to be edited by non admin users
5 years ago
To link issues with contacts please follow these steps:
In Issue Tracker, select a Binder and t …In: Link Issues with Contacts
5 years ago
Even after OfficeClip users are removed from the system, their timesheets does not get automatically …In: Access Timesheet of a removed user
6 years ago
By default the Documents application may be disabled in your existing OfficeClip. Please do the foll …In: Enable Documents in the existing OfficeClip Application
6 years ago
To find the current license information:
Login to OfficeClip
Under the Support Menu click on …In: Find Current License Information
6 years ago
OfficeClip has a limit of file upload of about 80MB. Files bigger than this will return error. To av …In: How to upload very big files in OfficeClip documents
6 years ago
I got this question from a customer today, here is how to do it:
Go to Settings > Organizati …In: (OfficeClip CRM) How can you restrict your users to see Accounts for a particular state?
6 years ago
Sometimes it is useful to have a template from which you can create more binders.
Go to the Iss …In: Creating Xml Specification from existing Binder in Issue Tracker
6 years ago
OfficeClip works with a number of browsers. New browser versions comes to the market very frequently …In: Clear the Browser Cache
6 years ago
To stop the timesheet submission automated notification messages, please go to:
Timesheet > Ad …In: Stopping timesheet notification messages
6 years ago
Login to OfficeClip as site administrator
Go to Settings and then click on Entire Site at the top …In: Change the From address of all emails out of OfficeClip
6 years ago
In the campaign detail screen, you can see all the Email History. You can see the number of Queued, …In: Find out if your recipient has opened your campaign email
6 years ago
To print a report from OfficeClip, bring up the report on the screen and then export to Adobe Acroba …In: Print reports
7 years ago
KeepAlive automatically pings your officeclip site every 30 minutes to ensure that the asp.net proce …In: Enable KeepAlive in OfficeClip installation
7 years ago
Make a copy of the dynamic.config file in the OfficeClip applicaiton directory.
Open the file dyn …In: How to manually setup the OfficeClip SMTP
7 years ago
OfficeClip needs browser cookies to be enabled to function properly. This article shows you how to d …In: Enable cookie on your browser
7 years ago
Using OfficeClip to store information for different organizations.
To keep contacts separate in d …In: How to store contacts for different companies
7 years ago
In OfficeClip Timesheet application administrators can setup proxy so that they can add timesheet fo …In: How to create timesheet proxy
7 years ago
To set holidays in OfficeClip:
Click on Settings (on the top toolbar)
Click on Entire Site
…In: Set Holidays in OfficeClip
7 years ago
Sometimes you may need to redirect the OfficeClip Login Page to a custom page that you created. You …In: IIS 7 Redirect home page to another page on the website - IIS 7 redirection of the home page
7 years ago
To create birthday filter do the following...
Bring up the Contact Manager application
Creat …In: Creating birthday filters in Contact Manager
7 years ago
Sometimes when you copy and paste a note from Microsoft Word to OfficeClip, you will see the note ga …In: Notes >> How to strip word formatting
7 years ago
New users can be added in two ways:
1. Go to the Users application, Click on New and then add use …In: Add new user to OfficeClip
7 years ago
