Enhancement: General: Settings – Manage Holidays – Once the holidays are set, added a feature to change the country
Enhancement: Notes: Redesigned the notes look and feel
Enhancement: Notes: In new note created Add Notebook button to add notebook instantly
Enhancement: Tasks: Reworded Track Time to Work Notes
Bug Fix: Contact Manager: Was not able to set the company name in the detail screen
Bug Fix: Contact Manager: Admin – Rules – Onscreen rules – Add new rule – Action – Set a field value – change dropdown to birthdate – empty value – it was throwing yellow screen error
Bug Fix: Contact Manager: Contacts – Edit Contact – User does’nt have permission to edit contact but was able to edit
Bug Fix: CRM: Search results were incorrect when we searched on All fields
Bug Fix: Customer Portal: Web Form: Field type is made more obvious (Specified what type of field it is like email, number etc)
Bug Fix: Emails: Options – Mailing list – Manage list Members – was giving yellow screen error
Bug Fix: General: Share report – Secured – When clicked on dropdown the help text is now removed
Bug Fix: General: Black skin > Tasks > Sub-tasks – when we click on details, it was showing the details in black color
Bug Fix: Invoices: Invoice > View Invoice > Accept Payments – in PayPal if we did not fill details and click on pay link, it was giving error
Bug Fix: Issue Tracker: Users were not getting time based tracker emails if they had only one issue
Bug Fix: Issue Tracker: Issue Escalation rules >> Time trigger frequency was not setting back correctly on edit
Bug Fix: Project: Admin > Edit Alias > save and next was going to Expenses > Profile screen
Bug Fix: Tasks: Tasks – New Task – Alignment messed up. Made the error message display below textbox
Bug Fix: Tasks: Was unable to attach multiple documents in tasks
Bug Fix: Tasks: Task: Assigned To was coming as number in history
Bug Fix: Tasks: Task List screen is now sorted by Due Date Descending
Bug Fix: Time Off: Time off > when availability date was not set for a category, it gives a warning, but later if we added the date it was giving error
Bug Fix: Time Off: Time off > Accruals – new accruals was saving even if we did not enter the expires after x months. And when we edit the same it was giving yellow error
Bug Fix: Timesheet: Alignment of the Proxy button is fixed
12.1.0 – May 16, 2023
Enhancement: Accounts: csv import of Accounts with duplicate detection is now implemented
Enhancement: Monitor: Added a new application called Monitor that is capable of monitoring all your computers
Enhancement: Time-Off: Redesigned the application. It can now show the history of all accruals starting from the time it was setup
Enhancement: Time-Off: Category & Accruals >> set availability >> Added Search and Clear buttons
Bug Fix: Issue Tracker: Issue >> estimate now shows an error message if no value is entered
Bug Fix: Issue Tracker: Fixed the view issue >> notes >> see more link button is now functioning
Bug Fix: General: Added a button to add new Role to the privileges screen
Bug Fix: Timesheet: Approval emails now does not spoof the actual email address of the user
12.0.4 – Mar 14, 2023
Enhancement: General: Search added to the user dropbown box in many places
Enhancement: Home Page: Redesigned the home page dashboard
Enhancement: Settings: Complete redesign of the Role Privileges screen more…
Enhancement: Settings: Complete redesign of the Organization Application selection screen more…
Enhancement: Time Off: Redesign of the Time Off application more…
Enhancement: Timesheet: QuickBooks IIF import changed for the new QuickBooks version
Bug Fix: Contact Manager: Contact – Edit Contacts – Non Admin can now edit others contact when there is permission to edit contact in role privilege.
Bug Fix: Customer Portal: Add a cancel button to the admin screen.
Bug Fix: Invoices: Fixed invoice alignment issues
Bug Fix: Opportunities: List – When there is empty list in opportunity create new opportunity button was missing from the list screen
Bug Fix: Time Off: Admin – Cancel button was throwing yellow screen in all tabs
Bug Fix: Tasks: Fixed Estimate and Spent time so that the current estimate is shown on the edit screen
11.2.3 – Oct 08, 2022
Enhancement: Documents: Added ability to upload different types of files (previously only pdf, xlst, docx and zip files were possible)
Enhancement: Emails: Attachments can now be viewed inside the email application without need to download
Enhancement: Emails: Changed the position of the folder rename and delete buttons, now it is inside the folder frame
Enhancement: Timesheet: When exporting to IIF files for QuickBooks exports, provided a default payroll if not specified by OfficeClip
Bug Fix: Customer Portal: Fixed the help files of the customer portal
Bug Fix: Emails: Long IMap folder name can be saved now
Bug Fix: Emails: Fixed issues in Google and Microsoft 365 OAUTH2
Bug Fix: Emails: Images can now be added from the photo album for composing emails
Bug Fix: Tasks: Resolved issues for creation of Recurring tasks
Bug Fix: Timesheet: Removed the scrollbars from the details popups in the new timesheet screen
11.2.0 – Jul 22, 2022
Enhancement: Integration: QuickBooks IIF file is now made compatible to QB2022
Enhancement: Expenses: Implemented filter options in Expenses
Enhancement: Documents: Added paging in Documents module
Enhancement: Call Log (New app): Added New application (called Call Log) to log client’s phone calls
Enhancement: Tasks: Tasks >> View task >> Added option to set starred task inside task detail screen
Bug Fix: Contacts: Contacts with related info report was not tasks, events or notes
Bug Fix: Timesheet profile change email notification >> The field names were not showing properly
Bug Fix: Timesheet: Timesheet list screen was slow
Bug Fix: Timesheet: Timesheet detail report >> check in and checkout times were showing as “MMM dd, yyyy hh:mm tt” instead of actual date time
Bug Fix: Time Off: Time off >> New time off request >> Time now showing with correct time zone
Bug Fix: Customer Portal: Documents >> Drop Site >> Customer portal can now upload any documents
Bug Fix: Tasks: Task list render screen speed has been increased
Bug Fix: Calendar: Calendar >> Request appointment >> The email template for the Request appointment is now sending any link to approve Appointment requested by portal user
Bug Fix: Tasks: Tasks >> View Task >> New/Edit Estimate >> now allows upto 999 (previously it was 99)
Bug Fix: Calendar: Emails >> Request Appointment >> Enable Request Appointment >> A Blank Web request appointment box was showing >> Now fixed.
Bug Fix: Issue Tracker: Issue Tracker >> Issue List >> Filter >> Dropdown items were showing as All Cases, Starred Cases & Archived Cases changed them to All Issues, Starred Issues & Archived Issues respectively
Bug Fix: Issue Tracker: Issue Tracker >> View Issue >> Notes >> Notes Privacy settings is now fixed
Bug Fix: Tasks: Tasks >> View task >> Track Time – Show More button is now working properly
Bug Fix: Users: Users >> Edit user >> Add Department popup >> New department the Save & Cancel buttons were coming in two lines
Bug Fix: Timesheet: Timesheet >> Import Export >> Quickboks Fixed QuickBooks (with .iif file) >> import issue with the QuickBooks Enterprise 2022 is now fixed
Bug Fix: Tasks: Bug Fix: when we upload document inside tasks, it is now showing in history
Bug Fix: History: History >> Notes history >> Go To Note fixed issue with yellow screen error
11.1.10 – Apr 12, 2022
Enhancement: Campaigns: New feature to add events from View Projects >> Activities tab
Enhancement: Documents: Made loading time of email addresses fast in Email >> Compose Email >> To, Cc, BCc
Bug Fix: Contacts: Fixed issuees in Google Sync with contacts
Bug Fix: Documents: If we attached some documents In New or Edit screen of Timesheet or Expense or Event, the attached documents were lost on page refresh
Bug Fix: Projects: Projects >> View Project >> Activities tab >> assigned was showing numbers instead of assigned user name
11.1.2 – Jan 24, 2022
Enhancement: Campaigns: Campaign application now showing statistics (bounce, complaint, delivery, opened, clicked etc.) and detailed history of all emails.
Enhancement: Campaigns: Ability to deal with blocked and supression lists.
Enhancement: Customer Portal: Scheduling appointments via customer portal is enhanced
Enhancement: Customer Portal: Added new the look and feel of the customer portal new share screen
Enhancement: Documents: Document sharing now provides a way to refresh in the background. This will allow installed version users to sync documents with dropbox, onedrive etc.
Enhancement: General: Implemented 2-step verification for added security
Enhancement: General: Changed all stored datetime to UTC
Enhancement: Integration: Added New Integration application with about 15 integration that includes: Amazon SES, Google Forms, Paypal, Stripe, Google, Custom SMTP, Mailjet, Outlook, Quickbooks, SendGrid, SendInBlue, SocketLabs, Twilio, Wufoo, Zapier.
Enhancement: Invoices: Allow invoice items to accept negative numbers so that they can be used for adjustments
Enhancement: Tasks: Added regarding field in the new task screen.
Enhancement: Tasks: Merged the spent time and estimate time windows
Enhancement: Timesheets: Updated the administrator screens and modified integration with tasks
Bug Fix: Calendar: icalendar import from various sources is fixed
Bug Fix: Email: Issue tracker is now sending all emails via rules
Bug Fix: Calendar: Calendar is now putting correct event colors based on the classification
Bug Fix: Opportunities: Opportunities >> admin >> rules >> access rules >> run rules was throwing yellow screen error
Bug Fix: Invoices: invoice >> history >> total was not showing discounted amount
Bug Fix: Invoices: Invoice time was showing differently in Invoice list and edit invoice
Bug Fix: Reports: Fixed contact and account track time report
Bug Fix: General: Repositioned the toast messages for timesheet profile
Bug Fix: Time Off: Time off created events (all day) were showing wrong time in calendar
Bug Fix: Customer Portal: Fixed issue with the customer portal document share name showing as + 0 (if only one document is selected for share)
Bug Fix: Expenses: Even though selected few expenses and deleted.. the error message was showing asking user to delete again.
Bug Fix: Notes: History >> note history >> go to Note >> yellow screen is showing
Bug Fix: Emails: In some cases was unable to delete email account showing yellow screen error
Bug Fix: Customer Portal: Fixed the change password screen of the customer portal
Bug Fix: Projects: Allocate projects emails were not going for hosted customers
Bug Fix: Calendar: Google sync >> duplicate events are creating
Bug Fix: Invoice: Invoice >> payment screen >> by changing the payment type the address panel was not hiding
Bug Fix: Timesheet: The html part of comments column inside dcaa report (Timesheet) is removed…
10.10.14 – May 05, 2021
Bug Fix: General: Fixed Google Autosync Issues
Bug Fix: Tasks: Implemented Attachments
10.10.9 – Mar 10, 2021
Enhancement: General: Implemented login Audit in Settings
Bug Fix: CRM: Alternate email address is now connected to match emails in the contact
Bug Fix: Documents: A limited controlled document sync is introduced
Bug Fix: Emails: Html emails were not going properly
Bug Fix: Emails: Imap connection error intermittently not showing emails
Bug Fix: Emails: Google Authorize button in new account settings was not showing properly
Bug Fix: General: Reports filters now work inside the viewer
Bug Fix: General: Document Attachment will now not need extra button click to upload
Bug Fix: General: Google Login was giving error
Bug Fix: General: Quick Create was not working correctly for emails
Bug Fix: General: OfficeClip Clock font is changed
Bug Fix: Invoices: Fixed the customer portal invoice issues
Bug Fix: Mobile: Mobile UI library is upgraded to new version
Bug Fix: Tasks: Changes in the newly created Spent and Estimate screen
Bug Fix: Tasks: Fixed issue in task export
Bug Fix: Timesheet: The preview screen was not sorted properly
Bug Fix: Timesheet: 3-level and 4-level workflow now goes back to the creator on rejection
Bug Fix: Timesheet: Fixed issue in timesheet export
10.10.5 – Jan 26, 2021
Enhancement: Customer Portal: Re-implemented the Customer Portal application
Enhancement: Email: Implemented the Oauth2 Authentication for the OfficeClip email application for Gmail provider
Enhancement: General: Upgraded all the OfficeClip screens with better UI along with quick help
Enhancement: General: Implemented the Slack notifications for history and user actions
Enhancement: Installation: setup.exe is changed so that user do not need to go to the Programs and Features to set IIS features
Enhancement: Rules: Implemented the new interface for the Rules screen in entire officeclip
Enhancement: Tasks: Implemented the new Task application interface with the new functionality like TrackTime and Subtasks
Enhancement: TrackTime: Implemented the new interface for the tracktime application with estimated time and integrated with other applications.
Bug Fix: Emails: Accounts Email was not showing emails from all the contacts related to that account EN1736 (Support Tickets)
Bug Fix: General: Dark theme some screen content was not visible SK2543 (10.x Release)
Bug Fix: Issue Tracker: Click on the back button inside the issue details was taking to the same screen SK2540 (10.x Release)
Bug Fix: Timesheet: Timesheet list screen and timesheet search screen showed a bit of difference between the working hours DE2539 (10.x Release)
Bug Fix: Timesheet: Timesheet >> Check in out >> pop up window close button was not working SU2551 (10.x Release)
10.9.2 – Feb 5, 2020
Enhancement: Issue Tracker: public share -> Issue Tracker > View Issue -> Share, was not showing the share
Bug Fix: Calendar: Calendar > was not saving attachments DE2475 (10.x Release)
Bug Fix: Calendar: Calendar — Recurring events was not showing in the list screen DE2474 (10.x Release)
Bug Fix: Contacts: Contacts > Currency field > Validation issue (passed when 0.00 and failed when it is 0) SP1694 (Support Tickets)
Bug Fix: Email: Email: Draft emails should open in edit mode with To address populated
Bug Fix: Invoices: Invoices > Billing – While importing timesheet it was giving yellow error DE2491 (10.x Release)
Bug Fix: Issue Tracker: Issue tracker Share link was not working without session
Bug Fix: Issue Tracker: Issue tracker > share > copy to clipboard – while replying it was giving yellow error DE2477 (10.x Release)
Bug Fix: General: History/Notification radwindow was showing half and unable to close it as the close button was not visible
Bug Fix: Time Off : Time off request created was showing as event created in notifications DE2481 (10.x Release)
Bug Fix: Timesheet: Check-In/Out was coming on different lines for mobile
Bug Fix: Timesheet: Timesheet check in check out issue DE2478, DE2482 (10.x Release)
Bug Fix: Timesheet: Timesheet – if check out time is 12.15pm or 12.30pm it was not calculating the correct time DE2484 (10.x Release)
Bug Fix: Timesheet: Timesheet summary report was not showing the check-in check-out time, showing only dates DE2485 (10.x Release)
Bug Fix: Timesheet: Timesheets >> Check in / out >> not enabling check in for rejected timesheet of the week SU2483 (10.x Release)
Bug Fix: Timesheet: Timesheets >. Reports should show only time for check in / out SU2488 (10.x Release)
Bug Fix: Timesheet: Timesheet – While showing a warning or error the total column was empty DE2490 (10.x Release)
Bug Fix: Timesheet: Cannot back out from the check in process in timesheet SK2487 (10.x Release)
Bug Fix: Users: Cannot remove user from the site SK2486 (10.x Release)
10.8.6 – Oct 10, 2019
Bug Fix: Issue Tracker: Showing incorrect user when the issue was created by extranet user
Bug Fix: Issue Tracker: Cancel Filter button now goes to the correct screen
Bug Fix: General: Fixed issues with Paypal live payment mode
Bug Fix: Calendar: Fixed alignment of import/export screen
Bug Fix: Calendar: Fixed issue with deleting future recurring events from the calendar search screen
Bug Fix: Calendar: Fixed alignment of recurrence fields in new event screen
Bug Fix: Invoice: Stopped users from creating invoice of 0.00
Bug Fix: General: Multiple reports of same name was not throwing any errors
Bug Fix: Timesheet: Special characters in custom fields was triggering error in reports
Bug Fix: General: Trying to remove an organization was throwing an error because of database conflicts
Bug Fix: Documents: In document permission unprintable characters were showing as object description
Bug Fix: Contacts: Contact details screen was taking a long time to load when there are lots of emails
10.8.5 – Sep 16, 2019
Enhancement: Email: Added Imap to the Email application. Also the email accounts selection module is improved
Enhancement: General: History and Activity Stream notification to the user is improved. On screen notification is also implemented
Enhancement: General: Payment processing is improved and made more secured. Stripe, Paypal and Bluepay is now supported
Enhancement: General: Enhanced the Help documentation. It is now available at https://app.officeclip.com/help
Enhancement: General: Removed the reset buttons from all the report screen. This was creating confusion and some users inadvertently deleted their custom reports
Enhancement: Timesheet: Implemented Kiosk mode in In/Out Clock
Bug Fix: Calendar: Some calendar labels were throwing error when selected in a new event
Bug Fix: Calendar: Search >> Delete >> Cancel button was deleting the events
Bug Fix: Contacts: View Contact >> Relations >> New Relationship >> Add relationship and Click on Save or Cancel it is not redirecting back to View Contact screen
Bug Fix: Contacts: Notes Tab >> Edit Note it is not populating the regarding control
Bug Fix: Contacts: Call List wizard was showing up in the Standard edition
Bug Fix: Documents: Incorrect warning when exactly 10 documents were uploaded at a time
Bug Fix: General: Login Header >> Feedback was showing error
Bug Fix: General: Reports >> Sharing Reports >> Copy text is not working and alignment is messed up SG2446 (10.x Release)
Bug Fix: Home Page: Note Edit button was showing error
Bug Fix: Invoices: Partial payments were not showing the correct values
Bug Fix: Invoices: Search was not working properly in invoices
Bug Fix: Issue Tracker: Importing issues from other binder was showing error
Bug Fix: Issue Tracker: Boolean types were displayed as 1 and 0 (for custom fields) instead of Yes and No in the issue details screen
Bug Fix: Notes: Radio button alignments were improved
Bug Fix: Notes: Showing error when trying to delete notes with multiple attachments
Bug Fix: Reports: System was allowing the creation of duplicate reports
Bug Fix: Timesheet: Biweekly timesheet were changing back to weekly timesheet for new users of professional edition
Bug Fix: Timesheet: Import Track Time >> When the duplicate time option was set to use, it was not enabling add to existing timesheet DK2436 (10.x Release)
10.7.1 – Jan 20, 2019
Enhancement: Documents: Implemented the feature called DropSite that allows customers to upload documents to OfficeClip. These documents show up in the document manager
Enhancement: Settings: Enhanced the look and function of the settings screen.
Enhancement: Time Off: Made the Time Off list screen more comprehensive
Bug Fix: Calendar: Calendar – Import/Export – Import Calendar(CSV) – Import – List – Paging was not working as expected NK1898 (10.x Release)
Bug Fix: Contacts: Contacts > Custom Fields > trying to remove or edit was giving yellow screen error SG2419 (10.x Release)
Bug Fix: Contacts: Contacts > reports – when an Extranet user clicks on edit in filters the radio buttons alignment was getting messed up DK2338 (10.x Release)
Bug Fix: Documents: Documents >> Search>> was not performing correctly SG2369 (10.x Release)
Bug Fix: Email: Account set email account, the error message was not properly aligned SD2366 (10.x Release)
Bug Fix: Expenses: Expense >> Modify >> If we edit four or more digits in values expense it sometimes saves only up to comma values only SG2359 (10.x Release)
Bug Fix: Forums: Forums >> List >> show forums >> options screen is not formatted properly SG2367 (10.x Release)
Bug Fix: Invoices: Invoice – recurring invoice – List screen – Delete Button – Was not asking permission to delete NK2288 (10.x Release)
Bug Fix: Issue tracker: Issue Tracker >> reports were not working properly SG2394 (10.x Release)
Bug Fix: Notes: Position of Add New and History image buttons got changed and the paging did not behave as expected NK2099 (10.x Release )
Bug Fix: Projects: Projects – Accounts – List screen – when the description is too lengthy – Action button icons were getting messed up NK2340 (10.x Release)
Bug Fix: Projects: Projects – Schedules Reports cancel button was redirecting to TimeSheet reports BK2426 (10.x Release )
Bug Fix: Settings: In Settings – Entire Site – Site labels – Creating a new label was reflecting in the TimeOff labels. NK2413 (10.x Release )
Bug Fix: Tasks : Non-Admin – Desktop – Tasks – Individual task – Change permission – was given only read/write permission but was able to delete from UI SG2352 (10.x Release )
Bug Fix: Time Off: Time off > category & accruals – set users for accrual policy screen was not formatted properly DK2364 (10.x Release )
Bug Fix: Time Off: In Time-off – My requests screen – Unable to archive Approved or Cancelled status time-offs NK2405 (10.x Release)
Bug Fix: TimeSheet: TimeSheet >> Import track time >> the step numbers were not put correctly SG2352 (10.x Release)
Bug Fix: TimeSheet: TimeSheet– import track time screen was giving yellow screen error BK2417 (10.x Release)
10.6.4 Patch 9 – Dec 03, 2018
Patch: Emails: Was not able to send emails in text mode
Patch: Issue Tracker: Assigned To filter was not working
10.6.4 Patch 6 – Oct 18, 2018
Patch: Timesheet: Some users were not able to use proxy
Patch: Timesheet: In/Out time sheet >> Print screen and reports were not showing correct values SG2354 (10.x Release)
Patch: Documents: Download document was not working using document share SG2346 (10.x Release)
Patch: Timesheet: Project Budget & Actuals report was missing Actual Hours & Billable Hours CC1470 (Support Tickets)
Patch: Mobile: Mobile Timesheet task was not updating correctly BK1469 (Support Tickets)
10.6.4 – Sep 20, 2018
Patch: General: Minor Bug fixes
10.6.2 Sep 3, 2018
Enhancement: General: Changed to user interface to make it mobile friendly
Enhancement: Mobile: Converted OfficeClip Mobile to Material Design UI
Enhancement: Timesheet: Added In/Out Timesheet in the OfficeClip application. Timesheet can now be used to track In/Out times for the employees working on various projects
Enhancement: Timesheet: Changed the Timesheet Profile screen look and feel, separated the profile categories
Enhancement: Users: Changed the Users detail screen, added the Tab view with categorized the Users Information
Bug Fix: Calendar: Share Calendar – if clients requested appointment, mandatory items, if not entered still could submit the appointment DK2258 (10.x Release)
Bug Fix: Contacts: Numbers were not showing on the list screen of the contact manager incorrect format ST1337 (Support Tickets)
Bug Fix: Contacts: Contacts > Reports > web link – when the link was pasted in the browser address bar, it showed yellow screen error DK2064 (10.x Release)
Bug Fix: Contacts: New Filter – if we enter the name in the filter and save it, it was saving without giving any warning to enter the condition DK2065 (10.x Release)
Bug Fix: Email: Options – Mailing List – Copy from another List – Add To List: Showed yellow screen error NK2001 (10.x Release)
Bug Fix: Email: Options > Block Sender – if we unblocked a sender and clicked save it was showing the wrong message DK2237 (10.x Release)
Bug Fix: Emails: Options > Block Sender – if we unblocked a sender and clicked Save it was showing the wrong message DK2237 (10.x Release)
Bug Fix: Expense: Had issues while deleting attachments DK2222 (10.x Release)
Bug Fix: Expenses: Delete an attachment in expenses – the delete box which asks for permission to delete was not showing the correct message DK2090 (10.x Release)
Bug Fix: Expenses: Profiles – When External File Upload was set to No – still could attach files and submit DK2224 (10.x Release)
Bug Fix: Expenses: Admin > Manage – it was not showing attachments BK2238 (10.x Release)
Bug Fix: Expenses: Profiles – If external file upload is set to No – still could attach files and submit DK2224 (10.x Release)
Bug Fix: Forums: Unable to access earlier comments on forums PA1321 ( Support Tickets)
Bug Fix: General: History – When clicked on history button, now showing 24 hours as default SG2158 (10.x Release)
Bug Fix: Issue Tracker: New issue – When creating a new issue with multiple send emails – unable to save issue with multiple emails NK2256 (10.x Release)
Bug Fix: Issue Tracker: Starred Issues and Contacts were showing for all other members in the organization BK2259 (10.x Release)
Bug Fix: Issue Tracker: Web Form – Web Link – Permissions – When unchecked the submitter to add notes option – still able to add the notes NK2031 (10.x Release)
Bug Fix: Notes: In IE when we entered the title for a new note it was showing the x icon DK2231 (10.x Release)
Bug Fix: Settings: Email Queue >> Password >> Update a password for officeclip user >> Email description was not correct SG2095 (10.x Release)
Bug Fix: Settings: Settings > My Profile > History Notification: once in a week notifications were not getting saved DK2113 (10.x Release)
Bug Fix: Settings: When creating a new organization users and administrator were not getting any email BK2208 (10.x)
Bug Fix: Tasks: New Task – Task Owner – Check Notify – did not notify to the owner who is the task creator NK2144 (10.x Release)
Bug Fix: Time Off: Reports – Was unable to see the reports that got shared in the Shared Reports Grid but able to see them in All shared Items NK2253 (10.x Release)
Bug Fix: Time Off: My Requests – Now displaying the latest entry first NK2252 (10.x Release)
Bug Fix: Time Off: Reports – it was displaying reports only with approved status, no other reports were seen DK2150 (10.x Release)
Bug Fix: Timesheet: Not showing the Approved Time Offs section when the time offs are not there for that week SG2157 (10.x Release)
Bug Fix: Timesheet: Import track time: In place of notes it was printing the contact name and company DK2097 (10.x Release)
Bug Fix: Timesheet: Timesheet Summary Report was not showing any details DK2218 (10.x Release)
Bug Fix: Timesheet: Print Preview – not showing attachments and custom fields DK2219 (10.x Release)
Bug Fix: Timesheet: DK2210 (10.x Release)
Bug Fix: Timesheet: Admin > custom fields for timesheet – the width given was too small DK2215 ()
Bug Fix: Timesheet: Profile Modified – Mail was showing with unwanted symbols SG2255 (10.x Release)
Bug Fix: Timesheet: Import Track Time – Unable to select option required – when clicked on Import to Timesheet button – Yellow screen error showed NK2242 (10.x Release)
Bug Fix: Users: Name of only 8 countries were there in the dropdown DK2235 (10.x Release)
10.5.12 Patch 1 – Feb 8, 2018
Patch: Timesheet: Timesheet Rejection was showing a yellow screen error
10.5.12 Feb 3, 2018
Enhancement: Expenses: Implemented Liquid template in expense print preview
Enhancement: General: Implemented the SMS feature using Twilio API
Enhancement: General: Protected the Track time url in all the places like contacts and tasks, issue tracker and accounts
Enhancement: Projects: Implemented sorting to the drop down list of Account tab in Project application
Enhancement: Settings: Email Queue >> Organization >> Added user to the organization >> changed look and feel of the email sent SG1946 (10.x)
Enhancement: Settings: Email Queue >> Generic >> Notify the change of ownership >> Changed alignment of the email content SG1942 (10.x)
Enhancement: Time Off: Interchanged the Approve and Cancel Request buttons in the Time-off approve tab.
Enhancement: Timesheet: Disabled autocomplete on password box and put details tick on the same line
Enhancement: Timesheet: If DCAA is set, then while submitting the timesheet, it now requests the confirmation by password
Enhancement: Timesheet and Expenses: Sorted the details part of the timesheet and expense preview based on the dates
Enhancement: Timesheet: Empty Payroll now shows up as an option on timesheet input screen
Bug Fix: Campaign: Only one campaign emails were going every 5 minutes SD1851 (10.x)
Bug Fix: Documents: Could not open pdf documents LE1282 (support tickets)
Bug Fix: Documents: If there were 100+ sub folders under root folder, and inside the 100+’s subfolder if we tried to create a inner sub folder then it was giving an error
Bug Fix: Extranet: Added reply button in public tracker SG1858 (10.x)
Bug Fix: General: Feature Alert >> Reports >> New Report >> Feature Alert message alignment was not looking good SG1867 (10.x)
Bug Fix: General: Email Queue >> Issue Tracker >> Forward Tracker Email >> mails were not going to the assigned person SG1943 (10.x)
Bug Fix: General: Enterprise edition >> Manage Duplicates functionality was not working SG1881 (10.x)
Bug Fix: Issue Tracker: Extranet > new ticket >could not go back to list screen (Secure Link) SY1952 (10.x)
Bug Fix: Issue Tracker: Issue Tracker >> New Issues >> Save button multiple clicks >> multiple issues were inserting SY2007 (10.x)
Bug Fix: Opportunities: Opportunities – Admin – Related Info – History option misbehaved when transferred from available entities to display entities NK1935 (10.x)
Bug Fix: Projects: Project Allocation emails were not going DE1286 (support tickets)
Bug Fix: Rest-Api: Feature Alert >> Enterprise Edition >> Rest Api >> button click was not working as per requirement SY2002 (10.x )
Bug Fix: Rest-Api: Rest API – Non Admin – individual contact – have permission – Read, Delete – Unable to delete NK1805 (10.x)
Bug Fix: Time Off: If no accrual policy was set and admin tried to view the history of that category, then yellow screen was coming (10.x)
Bug Fix: Time Off : Time Off >>Admin >> Category & Accruals >> adjustments >> bulk adjustments >>Adjustment Date Icon was not working SY2017 (10.x)
Bug Fix: Time Off: Now showing Employee Id on Time Off list NR1923 (10.x )
Bug Fix: Timesheet: Timesheet Preview was not calculating the totals properly AI1260 (support tickets)
Bug Fix: Timesheet: Fixed the history button placement at the top of the time sheet
Bug Fix: Extranet: Extranet Admin > Insert image is not working BK1842 (10.x)
Bug Fix: Invoices: Invoices > Filter – While searching for invoices with Due balance it is showing the quotes and estimates also DK1820 (10.x)
Bug Fix: Issue Tracker: Binder name was not showing in the email triggered by rule RS1250 (10.x)
Bug Fix: Notes: Desktop > Notebook > Note > Private note is accessible to other users through history SY1789 (10.x)
Bug Fix: Notes: Some information is showing up via history that is not supposed to be shown SD1793 (10.x)
Bug Fix: Rest-Api: Rest API > Non Admin Tasks – Don’t have permission ‘Read’ at Access Default in Org Settings – Sill able to see all the tasks NK1806 (10.x)
Bug Fix: Time Off: Unable to see Time Off approve screen in some situations SD1846 (10.x)
Bug Fix: Time Off: HRM > TImeOff > unknown timeoffs added to all Employees SY1819 (10.x)
Bug Fix: Timesheet: HRM > Timesheet > When an Admin approved the timesheet with Bulk Approve option, it was not showing in the timesheet history SG1839 (10.x)
10.5.1 – Sep 2, 2017
Enhancement: * Major *: Implemented Rest API to exchange data with OfficeClip
Enhancement: * Major *: Implemented Email Queues that can track each emails that goes out of OfficeClip
Enhancement: Accounts: New Account >> the bottom Save & Cancel buttons were touching to top controls
Enhancement: Calendar: Modified the code of bulk delete in calendar.
Enhancement: Campaign: Added a Email History link inside the screen after sending the campaign emails
Enhancement: Campaign: Removed “Email History” Button from “Tools” Button Dropdown
Enhancement: Contacts: Made changes to the look and feel of the contact details screen
Enhancement: Contacts: Changed the Calendar in the Contact >> Rules
Enhancement: Crm: Added dotted lines at the bottom of the CRM detail screen to allow better reading
Enhancement: Document: Implemented Document sharing directly from the View Document screen
Enhancement: Expense: Modified the UI of list screen in the Expense like in the Timesheet list screen
Enhancement: General: Added Add, Import, History image buttons in all the applications
Enhancement: Projects: Added an ability to have attachments in the Projects >> View screen
Enhancement: Timeoff: Now showing small history icon inside time off list grid and big history icon at the top
Enhancement: Timesheet: User are now able to create Approval history report for each time entry
Enhancement: Timesheet: Removed the bottom scroll bar for the Timesheet list page.
Enhancement: users: Implemented Filter in Users List screen
Bug Fix: Accounts: View Account >> Invoices >> going to 2nd page was showing empty list NR1464 (10.X)
Bug Fix: Accounts: Filter was not showing the correct result for some data types PH1221 (Support tickets)
Bug Fix: Accounts : New Opportunity: Not entered any estimated close date still it was showing the date and time DK1745 (10.x)
Bug Fix: Announcements: Modified the code so as to align the image buttons properly in the Announcement application
Bug Fix: Calendar: Search was giving error in some cases SG1628 (10.x)
Bug Fix: Calendar: New event: for some users no confirmation email was going SG1629 (10.x)
Bug Fix: Calendar: Show Events tab and New Import History Image Buttons got messed up NK1662 (10.x)
Bug Fix: Calendar: Text alignment was not good for Event Type SG1660 (10.x)
Bug Fix: Calendar: Import/Export: When we click on any of the links inside the Import/Export in the menu bar it shows shared calendar instead of Import/Export SG1681 (10.x)
Bug Fix: Calendar: New Event > Recurrence Event was showing yellow screen in some cases NK1707 (10.x)
Bug Fix: Opportunities: Contacts were saving without required fields getting filled AN1137 (support Tickets)
Bug Fix: Opportunities: Tools > Print – it was opening two print screens and also export screen DK1561 (10.x)
Bug Fix: Organization: Deleting an organization with some demo data was throwing an exception NR1538 (10.x)
Bug Fix: Project: New project >> email link was giving yellow screen error BK1597 (10.x)
Bug Fix: Projects: OfficeClip was not sending project allocation emails SE1108 (Support Tickets)
Bug Fix: Settings: Settings >> Entire site >> Holidays: In edit when we change the icon it was not showing in the calendar DK1575 (10.x)
Bug Fix: Settings : Organizationn Settings: Role privileges was not working as expected BK1718 (10.x)
Bug Fix: Tasks: Tasks were not getting sorted by priority PE1013 (Support Tickets)
Bug Fix: Tasks: Reports: The older report button was giving error BK1623 (10.x)
Bug Fix: Tiimeoff: Approved Timeoff>> History Button was not properly aligned – BK1633 (10.x)
Bug Fix: Tiimesheet: Admin >>Profile – Update Email link was not working IK1543 (10.x)
Bug Fix: Time Off: Reports >> Shared Reports: Was not opening in chrome browser SG1704 ( 10.x)
Bug Fix: Timehsheet: Search: When clicked on Individual and submission status links then the menu bar highlighted of Auto Approve instead of Search SG1666 (10.x)
Bug Fix: Timeoff: My Requests – History dates were not matching correctly NK1624 (10.x)
Bug Fix: Timeoff: Time off start date & end date were showing one day back in the “Time Off by Approver” field
Bug Fix: Timeoff: Dates were incorrectly showing in the timesheet preview screen IK1591 (10.x)
Bug Fix: Timeoff: Hourly request in the email was showing the end date less than the start date DK1590 (10.x)
Bug Fix: Timeoff: Taking Full Day Timeoff was not reducing from the totals IK1582 (10.x)
Bug Fix: Timeoff: My Request: if the To Date was less than the From Date it was not giving an error, it was saving the request DK1441 (10.x)
Bug Fix: Timeoff: Admin → Select a time off category → History → showing the wrong history KP1094 (Support Tickets)
Bug Fix: Timeoff: Approve: When an admin was trying to approve the pending time off request it was giving an error. SG1674 (10.x)
Bug Fix: Timesheet: New Timesheet >> Save >> Was showing yellow screen error under some circumstances BK1550 (10.x)
Bug Fix: Timesheet: Select proxy user >> Select one timesheet >> Select route and submit the timesheet: It was sending wrong emails BK1661 (10.x)
Bug Fix: Timesheet: Was unable to create timesheet from mobile OfficeClip(iphone) SK1185, BH1175, BH1164 (10.x)
Bug Fix: Timesheet: In the timesheet list sreen the new and history buttons were overlapping with the list grid BK1596 (10.x)
Bug Fix: Timesheet: Preview – the total of time in timesheet was not matching with the preview screen DK1428 (10.x)
Bug Fix: Timesheet: Reports -> Labor Distribution Report wa giving error
Bug Fix: users: Remove User: If the user is in the timesheet work flow, it was not giving any warnings BK1664 (10.x)
Bug Fix: Users: Remove User: Not getting removed BK1730 (10.x)
Bug Fix: Users: List: When we remove an user from an organization error message shows in some cases SG1740 (10.x)
10.4.27 Patch 3 – Feb 20, 2017
Patch: General: Google Sync was failing in some cases PE1141 (Support Tickets)
Patch: Timesheet: Could see attachments inside Submitted/Approved Timesheet AC1138 (Support Tickets)
Patch: Contacts: Mandatory List Fields were not checked for validation AC1137 (Support Tickets)
Patch: Projects: Unable to scroll the Accounts List screen AC1136 (Support Tickets)
10.4.27 – Jan 25, 2017
Enhancement: Timesheet: Integration of Timesheet and TimeOff Application. Prevent duplicate entries in time off and timesheet applications
Enhancement: Support: Added Chat capability within OfficeClip to get easy support for evaluation users
Bug Fix: Accounts: Account >> View Account >> Invoices >> going to 2nd page was showing empty list NR1464 (10.x )
Bug Fix: Accounts: CRM >> Accounts >> New Account, The bottom save button was touching the top control IK1145 (10.x)
Bug Fix: Competitor: Competitor >> List, Owner column was not getting sorted properly BK1580 (10.x)
Bug Fix: Expenses: New Expense history was not showing the status correctly DK1592 (10.x)
Bug Fix: Extranet: Secured login was giving error in some situation DK1578 (10.x)
Bug Fix: Issue Tracker : The bottom Reset button in Reports was not visible until user scrolls down RS0707 (10.x)
Bug Fix: Issue Tracker : Issue Tracker >> Reports >> Edit Report >> Share. The link in the email was not working IK1546 (10.x )
Bug Fix: Mobile: Mobile >> Issue Tracker Notes were not getting correctly added to the Issue SD1539 (10.x)
Bug Fix: Opportunities: Opportunities >> List, click on any of the details button>> in the details screen >> click on the Tools dropdown >> select Export. The Print screen was also showing DK1561 (10.x)
Bug Fix: Projects: Projects >>New Project, the project name in the list screen was showing the screen name BK1599 (10.x)
Bug Fix: Projects: Admin >> Allocate Project, was not sending emails consistently even when the send email was selected SE1108 (Support Tickets)
Bug Fix: Projects: Project >> New, after getting the emai, clicking on the email link was giving an yellow screen error BK1597 (10.x)
Bug Fix: Task: Go to task >>Task List >> Click on the Regarding and Assigned To. The list was not sorted PE1013 (Support Tickets)
Bug Fix: Task: Inside the task list screen some of the graphics was overlapping for some themes IK1144 (10.x)
Bug Fix: Time Off: After Time Off creation, it sends an email to the approver. the link in the email was not taking the user to the Time Off application SD1498 (10.x)
Bug Fix: Time Off: Time Off >> My Request, If the To Date was less than the From Date, it was not showing any error DK1441 (10.x)
Bug Fix: Time Off: timeoff start date and end date were showing one day back in Timeoff approver report
Bug Fix: Timesheet: Incorrect status was showing in the history after timesheet edits DK1568 (10.x)
Bug Fix: Timesheet: Timesheet >> Search, in the search timesheets screen click on the “Timesheet submission status”. Previously the dropdown and cancel button was overlaping each other DK1569 (10.x)
Bug Fix: Timesheet: In the approved timesheet screen, the attachement widget was visible event though it was disabled
Bug Fix: Timesheet: Timesheet >> List, previously proxy, new and history controls were overlapping BK1552 (10.x)
Bug Fix: Timesheet: Timesheet >> List, the history button and new button was not working IK1598 (10.x)
10.4.22 – Nov 4, 2016
Enhancement: Notes: In the issue tracker text areas hyperlink buttons added
Bug Fix: Issue Tracker: Note was not formatted correctly for extranet users
Bug Fix: Settings: Deleting an organization with some demo data was throwing an exception NR1538(10x)
Bug Fix: Time Off: Time Off → Admin → Select a time off category → History → was showing the wrong history KP1094(Support Tickets)
Bug Fix: Time Off: Time Off rejection mails are not coming to the user BK1544(10x)
Bug Fix: Time Off: Timeoff > my requests & archived lists > delete was not asking for permisssion DK1531(10x)
Bug Fix: Timesheet: Timesheet Profile change email was not sending emails correctly (the link was showing up as empty) IK1543(10x)
Bug Fix: Timesheet: User was not able to navigate to the timesheet page from the email link that is sent when the timesheet is approved NK1525(10x)
10.4.20 – Oct 4, 2016
Enhancement: Documents: Document Viewer is now implemented and it gives a chance to preview documents before downloading from OfficeClip
Enhancement: General: Implemented Login with Windows Live
Enhancement: General: Extranet: Captcha is now showing in numeric only. This will reduce the chance of people typing wrong captcha while comparing between 0 and O
Bug Fix: Campaigns: List of new uploads in Campaign view are now showing
Bug Fix: Documents: Document list screen >> click on permissions button >> a pop up was opening and it was showing you are not authenticated to view this page.error
Bug Fix: General: Google Sync: After clicking on Sync Now, the display was not getting updated unless the page is refreshed
Bug Fix: Timesheet: Description in Timesheet application now interprets line-feed correctly
10.4.17 – Jun 21 2016
Bug Fix: Emails: Not downloading in the background SD1476(10.x Release)
Bug Fix: Emails: Account was not showing 1474(10.x Release)
Bug Fix: CRM: Opportunites > export – CSV filtered opportunities box was a bit messed up DK1400(10.x Release)
Bug Fix: Issue Tracker: Service >> New Binder >> Email Capture >> After setup successfully >> again opening email capture yellow screen error was coming NR1454(10.x Release)
Bug Fix: Issue Tracker: New Binder >> Patient Tracking Type selected >> and then created the issue, the issue Patient Id and Disease was not showing in the list screen] NR1463(10.x Release)
Bug Fix: Issue Tracker: Improved the Issue Tracker filter screen look and feel SD1466(10.x Release)
Bug Fix: General: First History Notification was sending to user from the period when they joined officeclip (instead send notifications from the date when the 10.4.14 upgraded)
Bug Fix: General: Desktop >> Users >> in some cases trying to delete an user >> was giving an yellow screen error and the user was not deleting
Bug Fix: General: After doing sync, Google Login (from login page gave error) SD1457(10.x Release)
Bug Fix: General: Shared Report was showing filters regardless of user permission] SP0976(Support Tickets)
Bug Fix: General: New note was not saving as a private note NR1459(10.x Release)
Bug Fix: General: Changing secured link to web link in extranet does not really changes it SD1470(10.x Release)
Bug Fix: Invoice: Send email – when we send an invoice to user and if any body or description is added below view invoice, it was not showing that description to the user. DK1448(10.x Release)
Bug Fix: Settings: New user registration failed in some cases SD1475(10.x Release)
Bug Fix: Timesheet: Incorrect Report showing for Timesheet FH1469(10.x Release)
Bug Fix: Timesheet: In some cases duplicate timesheets are created for same time period BR1029(Support Tickets)
10.4.15 – May 18 2016
Minor Release: This release includes all changes since 10.4.2 (see below)
10.4.14 – May 16, 2016
Enhancement: Expenses: Expense Detail Report >> description was not showing the information of that particular expense (ex. air travel, mileage etc.)
Enhancement: General: Implemented a feature to use star icon to mark important objects
Enhancement: General: Using Quartz.net to implement all background processes within OfficeClip
Enhancement: General: It is now possible to login to OfficeClip using OAuth2 using Google Apps and Google Login
Bug Fix: Calendar: Calendar > shared calendar – Activate, Deactivate, remove and edit calendar, all were giving yellow error DK1397(10.x Release)
Bug Fix: Campaigns: Campaigns > modify screen – in the buttons the icons were very close to the labels DK1440(10.x Release)
Bug Fix: Contacts: Contacts: Yellow screen error when we clicked on first two contacts BS1425(10.x Release)
Bug Fix: Contacts: Contacts > change picture, it was not adding any picture DK1427(10.x Release)
Bug Fix: Contacts: Contact > admin > rules – on screen rules were not working DK1438(10.x Release)
Bug Fix: CRM: Error while putting in list values in User defined field MA0959(Support Tickets)
Bug Fix: CRM: Contacts>admin>webform>generate html code – after submitting when we click on Next button it was giving a 404 error DK1419(10.X Binder)
Bug Fix: Documents: After searching a document when we clicked on the link it did not open the document DK1369(10.x Release)
Bug Fix: Email: Compose Email: Reply to All – Email addresses were getting garbled… EN0992(Support Tickets)
Bug Fix: Expense: Expense Detail Report – Error message was showing when filter edit was changed IK1409(10.x Release)
Bug Fix: Expenses: Reimbursements – sometimes while saving it was giving error DK1443(10.x Release)
Bug Fix: Expenses: Scheduled reports – when we viewed scheduled reports list and when we clicked on cancel button it was giving some error DK1444(10.x Release)
Bug Fix: General: History Notification (Activity Stream notification) background process was not running
Bug Fix: General: Shared Report was showing filters regardless of user permission SP0976(Support Tickets)
Bug Fix: General: Time Trigger Rules was throwing a null reference error
Bug Fix: Invoice: List Screen >> paging was not working (it was always showing the first page)
Bug Fix: Invoice: User unable to bring up the account popup in mac SD1412()
Bug Fix: Invoice: Could not add a product to new invoice SD1424(10.x Release)
Bug Fix: Invoice: Extranet user invoice list screen did not show the discount applied amout DK1435(10.x Release)
Bug Fix: Invoice: Quote – when it was sent to the user, if any discount was applied it was not showing total directly after applying the discount DK1436(10.x Release)
Bug Fix: Issue Tracker: View issue > share > email – more than 2 email addresses, if entered was giving an error DK1346(10.x Release)
Bug Fix: Issue Tracker: Escalation rules issue were not working correctly
Bug Fix: Issue Tracker: Issue Tracker > view issue > share > email when we click on send button it was giving a yellow error DK1429(10.x Release)
Bug Fix: Issue Tracker: Rules > issue notification – When new issue was created it was not sending any notification to the desired email address DK1432(10.x Release)
Bug Fix: Issue tracker: Escalation Rules – New/Edit Rule – an error was coming DK1442(10.x Release)
Bug Fix: Opportunity: Opportunites > export – CSV filtered opportunities box was a bit messed up DK1400(10.x Release)
Bug Fix: Projects: Projects > new note – after opening an attachment the cursor kept on rolling DK1370(10.x Release)
Bug Fix: Projects: Projects > export account – after exporting cursor keeps on rolling in the background DK1371(10.x Release)
Bug Fix: Reports: Schedule reports was giving a yellow error DK1439(10.x Release)
Bug Fix: Settings: Settings > entire site > presentation > login screen – the transfer text to parent window button was messed up DK1404(10.x Release)
Bug Fix: Settings: Settings>org settings>extranet admin – Login url, The url was not seen properly DK1382(10.x Release)
Bug Fix: Settings: Entire site > email templates – when we clicked on preview and then on links it was giving some error DK1407(10.x Release)
Bug Fix: Settings: Settings>org settings>org>manage divisions – sub divisions were not seen when created DK1324(10.x Release)
Bug Fix: Tasks: Fixed Filter error in tasks MA0975(Support Tickets)
Bug Fix: Timeoff: Changed the approver and still the TimeOff was seen in the Approve list IK1408 (10.x Release)
Bug Fix: Timeoff: Set accruals for users – if we deleted the accrual policy it was not asking for the permission and directly deleting it DK1367(10.x Release)
Bug Fix: Timeoff: Bulk Accruals was not getting saved DK1368(10.x Release)
Bug Fix: Timeoff: Time Off – Report – Time Off End Date was not correctly shown (showing one more day) MI0986 (Support Tickets)
Bug Fix: Timesheet: Timesheet – A new project created in the setup wizard was not seen in the customer : project list while creating a new timesheet K1353(10.X Binder)
Bug Fix: Timesheet: Timesheet > admin > workflow – if route was set and if it was supposed to notify the user for approved or rejected timesheet it was not sending any notifications DK1433(10.x Release)
Bug Fix: Tracker: Issue tracker – Bulk Option – Alignment was not proper DK1162(10.x Release)
10.4.2 – Feb 23, 2016
Bug Fix: CRM: In contact >> view contact >> after adding a document goto history and download a file , busybox appears on the screen. BS1350(10.x Release)
Bug Fix: CRM: In contacts >> call List : When choose add note it was asking for note book which should not be hapening BS1349(10.x Release)
Bug Fix: CRM: Accounts – View – New Drop Down tool – Document now shows all the docs in pop up IK1345(10.x Release)
Bug Fix: CRM: Contact – Email Child – There is now back button when clicked to New Account IK1337(10.x Release)
Bug Fix: Issue Tracker: Issues of issue tracker and worked on no 4 and fixed it. The issue is from 10.4-internal.officeclip.com Testing of 10.4.1 test document
Bug Fix: Invoice: For recurring invoice and occurences we have a tooltip, the close button is covering the description and frequency if it is in days the days can be upto 30 or 31 but in the dropdown it is showing only upto number 12
Bug Fix: Invoice: In a quote the customer name box is misplaced and same is also for an estimate (is it meant to be in that way because in templates preview it is showing the same way)
10.3.87 – 2nd Feb 2016 (Internal Release)
Bug Fix: CRM: Contacts > summary > notes, it is not showing a notebook DK1302(10.x Release)
Bug Fix: CRM: When note is added in accounts, history is not shown for today filter
Bug Fix: CRM: Export CSV(all accounts) is giving a yellow error
Bug Fix: CRM: Contacts webform – Tested in internal with officeclip account
Bug Fix: CRM: Create a new account in project and click history nothing is see
Bug Fix: CRM: When clicked on loop up list to get company name it was showing yellow error
Bug Fix: Expense: Search >> Individual Search : after searching , in the grid comments column data is overlapping
Bug Fix: Expense: Details page alignment not proper
Bug Fix: General: Settings>entire site>presentation>login screen – not able to edit messages entered DK1323(10.x Release)
Bug Fix: General: Back to list button is overlapping (image and text) Setting >> My Profile >> References
Bug Fix: General: Replaced old tooltips with new tooltip
Bug Fix: General: Error message is matching with the screen in Glow Skin
Bug Fix: General: When we open the html file and fill in the details and click on submit it logs off
Bug Fix: General: Added some padding to the medium and large buttons
Bug Fix: Invoice: Admin > payment gateways bluepay set up new account is giving an error. Paypal is working fine
Bug Fix: Tasks: Task Filter possible error New
Bug Fix: Time Off: Time Off History has no information IK1332(10.x Release)
Bug Fix: Time Off: Yellow error in timeoff application(click on timeoff yellow error appears)
Bug Fix: Timesheet: Timeout Error
Bug Fix: Users: Screen is not aligned properly
10.3.85 – 28th Jan, 2016 (Internal Release)
Enhancement: Invoices: The view of invoices format in Microsoft Edge and Google chrome are different
Bug Fix: Calendar: Edit Event >> End date is not set correctly
Bug Fix: CRM: Accounts- CF – In Pop Up Save & Cancel button are not working IK1297(10.x Release)
Bug Fix: CRM: Accounts – Document – PDF, JPEG files does not open when clicked IK1334(10.x Release)
Bug Fix: CRM: Opportunities – Backspace button takes to previous screen in contact role field IK1178(10.x Release)
Bug Fix: Expenses: Submit a Saved expenses to another user an yellow error is coming IK1339(10.x Release)
Bug Fix: General: Homepage > new announcement – not able to type any description DK1333(10.x Release)
Bug Fix: Issue Tracker: Rules not working DK1338(10.x Release)
Bug Fix: Issue Tracker: Fixed the issue tracker title edit to show decoded html correctly
Bug Fix: Issue Tracker: Fixed the discrepancy between the created date and modified date in issue tracker when the timezone of the user is not same as the server tiemzone
Bug Fix: Issue Tracker: Fixed Filter in issue tracker is giving a yellow error
Bug Fix: Issue Tracker: Removed the Cc mail history tracking that was created by Bharath as it is giving error if anyone tries to save a Cc from the modify screen
Bug Fix: Mobile: CRM >> Contacts >> view contact >> Address fields and Other Address fields are messing up
Bug Fix: Mobile: Refactored and fixed how assigned to is displayed in mobile issue tracker
Bug Fix: Mobile: Fixed date discrepancy in mobile notes in the list and the detail screen
Bug Fix: Mobile: Fixed the date format of the mobile notes
Bug Fix: Mobile: Made the tracker view case on the mobile less crowded by removing most empty fields
10.3.84 – 23rd Jan, 2016 (Internal Release)
Enhancement: CRM: Added a new account button to the contact > Email screen
Enhancement: Expenses: Implemented “Proxy” in Expenses.
Bug Fix: Issue Tracker: Binder : 10.x, Id : SD1289 [ Title : Issue Tracker History Problem… ]
Bug Fix: General: Background notification mails are not sending because of it is using some session variable inside DateTimeConst.cs
Bug Fix: General: Binder: 10.x Release DK1323: [Settings>entire site>presentation>login screen – not able to edit messages entered[
Bug Fix: General: Security is not working in History
Bug Fix: General: [10.X Binder(SD0835: Cannot remove site users)]
Bug Fix: General: Issue Id: NR1081 of 10.x Release Binder [Title: in OfficeClip.com >> Renew license screen >> dont show the number users which is less the users licensed number of users]
Bug Fix: General: Issue Id: IK1077 of 10.x Release Binder [Title: Services-Web Form – Share – Link is not working]
Bug Fix: General: 10x binder : SD1034 : [Title : cannot set the html description]
Bug Fix: General: Binder: 10.x Release : Issue ID: DK1255 [Title : History is showing some error]
Bug Fix: General: Issue Id: NR1281 of 10.x Release Binder [Title: Any Application >> Reports >> New/Edit report >> popup is opening still it showing “popups are blocked…” message in Edge browser]
Bug Fix: General: Binder: 10.x Release : Issue Id : DK1256 [ Homepage > My dashboard > new task created not seen on the homepage and 2 more issues]
Bug Fix: General: Issue Id: SD1241 of 10.x Release Binder [Title: Clicking on a link is not taking me to the particular place in OfficeClip page]
Bug Fix: General: If edition is not supplied in the license it now redirect to the Standard edition instead of professional plus
Bug Fix: General: [10.X Binder (BS1280: Homepage > My dashboard > view all tasks yellow screen appears)]
Bug Fix: General: [10.X Binder (DK1256: Homepage > My dashboard > new task created not seen on the homepage and 2 more issues)]
Bug Fix: General: Binder : 10x Issue Id : SD1215 [Title : OCleanup is showing error]
Bug Fix: General: while sending template mails giving an error because of hashtable which we are supplying null and accessing inside function
Bug Fix: General: Desktop >> Users >> try to delete user who has email >> yellow screen error is coming
Bug Fix: General: free guard warning in activity stream
Bug Fix: General: SD1293: Black Metro Touch screen is not showing the menu in correct color
Bug Fix: General: Issue Id: SD1298 of 10.x Release Binder [Title: Security Risk: Document property allows downloading of any document]
Bug Fix: General: Issue Id: SD1298 of 10.x Release Binder [Title: Security Risk: Document property allows downloading of any document]
Bug Fix: General: Desktop >> Users >> Try to delete users >> yellow screen is coming
Bug Fix: General: Ui change to show the Google play store icon and app store icon without any underscore in between
Bug Fix: General: [10.X Binder (Settings>quick links > entire site>manage license – request new license compare is taking to old website)]
Bug Fix: General: Issue Id: IK1142 of 10.x Release Binder [Title: Email – Search is not working]
Bug Fix: Invoices: [10.X Binder(DK1180: Invoice – Terms – Apply discount to invoice, it can not be seen in the list)]
Bug Fix: Invoices: Invoice >> View Invoice >> “Discount” and “Total” fields are not properly aligned in (Professional, Standard, Quote & Estimate templates)
Bug Fix: Invoices: 10x Binder : RS1221 : Invoice >> List >> Check all and try to delete all the invoice gives yellow screen error
Bug Fix: Invoices: [10.X Binder(IK1273: Invoice-Adding up the term is not giving the discount)]
Bug Fix: Invoices: Issue Id: DK1317 of 10.x Release Binder [Title: Settings>quick links>entire site>email templates – new invoice is showing a template of issue tracker]
Bug Fix: Mobile: [10.X Binder (IK1044: Mobile-Contacts-Notes-Big Description is not properly displayed in Notes Screen)]
Bug Fix: Mobile: IK1047: T&E new screen text is overlaping)]
Bug Fix: Mobile: fixed the search and filter control in the mobile crm
Bug Fix: Mobile: Issue ID: SD1233 of 10.x Release Binder [Title: Mobile button is not working in OfficeClip]
Bug Fix: Mobile: NR1212: Officeclip >> Mobile >> we need to mention iOS & Android icons – Fixed
Bug Fix: Mobile: Part 2.a Binder: 10.x Release , Issue ID : BS1051 [In mobile timesheets , time is not saving in a correct manner.]
Bug Fix: Timesheet: New Timesheet >> Clicking on Save button multiple times creating multiple timesheets (If once clicked on Save button, now we are disabling the button till the functionality finishes)
Bug Fix: Timesheet: [10.X Binder (IK1170: Timesheet – Allow Users – Approve their own timesheet’ is set to ‘Yes’ is not functioning for normal user)]
Bug Fix: Timesheet: [10.X Binder (SD1211: Cannot edit a timesheet if there is a quote(‘) character in the project, account or SI name)]
Bug Fix: Timesheet: Binder 10.x: KE0852: ADP export of timesheet is giving error
Bug Fix: Timesheet: Issue Id: PB0780 of Support Tickets Binder [Title: Timesheet Issues with 10.3.27]
Bug Fix: Emails: Issue Id: SD1218 of 10.x Release Binder [Title: Add a do-not-reply email address for outgoing emails]
Bug Fix: Time Off: [10.X Binder (IK1222: TimeOff-Admin-Accruals-Accrual Policy- Error message is coming unnecessary)]
Bug Fix: Timesheet: [Support Tickets (RO0854: Expense Card or Time Card should show the person whose time card is submitted)]
Bug Fix: [10.X Binder (BS1226: Issue tracker >> New Issue : created date and modified date are different)]
Bug Fix: Timesheet: Task code in Service items screen will now take 20 characters instead of 10
Bug Fix: Timesheet: 10x binder : BS1050 : In a new timesheet, the “total” column does not total (just blank) and quickooks issue
Bug Fix: Timesheet: 10x binder : BS1050: In a new timesheet, the “total” column does not total (just blank) and quickooks issue
Bug Fix: Calendar: Due date showing as 01/01/0001 in Calendar > Task
Bug Fix: Timesheet: [10.X Binder:(IK1270: Timesheet – Admin – Manage – No message shown if deleted)]
Bug Fix: Settings: Binder: 10.x Release : Issue Id : DK1268 [Title : Settings > entire site > info > options , it always shows the skin color as default even after changing the color]
Bug Fix: Timesheet: Issue Id: IK1269 of 10.x Release Binder [Title: Timesheet-Import Track Time-Customer/Project fields are improper]
Bug Fix: Timesheet: Binder: 10.x Release : Issue Id : SD0732 [ Individual Timesheet Export – Html not parsed correctly ]
Bug Fix: Time Off: Accrual is set as [Yearly Accrual] – [80 hrs] – [At the beginning] , then if the year is leap year it is showing in available balances as 80.22 which is incorrect
Bug Fix: Timesheet: [Attachments added in timesheets are not seen in history]
Bug Fix: Time Off: Binder : 10x Release, Issue Id DK0795 [Title : Timeoff calendar, some part of the calendar not able to see properly]
Bug Fix: Timesheet: Binder: 10.x Release : Issue Id : SD1287 [Title : Cannot create a timesheet.. ]
Bug Fix: Timesheet: [10.X Binder (IK1295: Timesheet-Import Track Time – It gives an yellow error)]
Bug Fix: Timesheet: Issue Id: IK1294 of 10.x Release Binder [Title: Timesheet – Save button is not working]
Bug Fix: Timesheet: Binder : 10x Release IssueId : SD1292[History -> Issue with the Timesheet]
Bug Fix: Timesheet: [10.X Binder(IK1264: Timesheet- Timesheet Submission Status – Approved status check box can be disabled.)]
Bug Fix: Timesheet: Issue Id: SD1292 of 10.x Release Binder [Title: History -> Issue with the Timesheet] – Except the No. 4 Everything else is fixed
Bug Fix: Timesheet: Issue Id: SD1292 of 10.x Release Binder [Title: History -> Issue with the Timesheet]
Bug Fix: Timesheet: Issue Id: SD1292 of 10.x Release Binder [Title: History -> Issue with the Timesheet]
Release 10.3.67 – Sep 23, 2015
Bug Fix: Mobile Timesheet: Service Items are now populating correctly
Release 10.3.66 – Sep 08, 2015
Enhancement: CRM: Added more fields in the Contact Related Data for tasks, start date, end date and due date. Also showing percentage completion of the task
Enhancement: Timesheet and Expenses: Shows Customer Number, Project Number in all timesheet and expense reports
Bug Fix: CRM: Admin-Fixed Fields-Edit-If any field available then Update button is now working
Bug Fix: CRM: If in any contact we add an attachment to a note, and when we open it, the attachment opens but the cursor kept on rolling in the background in the summary screen. This is now fixed
Bug Fix: General: Document space now shows correctly for hosted users of OfficeClip
Bug Fix: Mobile: Automated routing submission of timesheet is now working
Bug Fix: Mobile: Bottom Delete buttons now works in view timesheet and view expense pages
Bug Fix: Mobile: Contact Notes titles are now shown
Bug Fix: CRM: Import: Showing errors in some conditions
Bug Fix: General: Settings > Holiday Changing the year is giving error
Bug Fix: General – Bug Fix : While renewing subscription if user already purchased some disk space, that space it is not including in next billing invoice.
Bug Fix: TimeOff – BugFix : Issue : Timeoff >> Approve >> when a timeoff is approved email is not sent
Bug Fix: Invoices – UI Fix : Professional Invoice template the discount, total and terms are showing in wrong place
Bug Fix: CRM: Some Filter fields are changing back to Yes, even if we select No
Bug Fix: CRM – Title:opportunity >>reports >> edit report >> add a filter using float field, yellow screen appears
Bug Fix: CRM – opportunity >> reports >> edit an report and try to select parent child field in the filter, yellow screen appears
Bug Fix: CRM -contacts >> search >> when all is selected and search is performed, the result is showing with alternate email address
Bug Fix: CRM – Search: OR and exact search is not working
Bug Fix: CRM – contact >> search >> list is changed when search is performed on tag and sort is done by first name
Bug Fix: CRM – Cannot select contact tag properly
Bug Fix: Issue Tracker – Attached Images for notes is not showing to extranet users
Bug Fix: Mobile – Contact Manager description getting cut off in mobile and also tags are missing
Bug Fix: CRM – All field search is not searching for Tags
Bug Fix: CRM – Setting Default template is not effecting in new invoice screen
Bug Fix: General – Cannot remove site users]
Release 10.3.39 – Dec 18, 2014
Bug Fix: Error in Timesheet while saving (including attachments in timesheet) : The process cannot access the file ‘S:\upload\temp\RadUploadTestFile’ because it is being used by another process.
Error in Homepage : Column ‘groupid’ does not belong to table Table.
Release 10.3.37 – Dec 11, 2014
CRM Import: Some fields were not importing
CRM >> Contacts >> Filter the filter was not working on the “contains” on a text field
HRM >> TimeOff >> Admin >> Category and accruals >> set accruals : showing yellow screen error if trying to set accrual to a newly added user
HRM >> Timesheet >> Reports >> “Employee Utilization By Account” and “Employees Utilization By Task” were showing error message (Error: Not a valid Report: Column ‘accountmeta.account_number’ is invalid in the select list because it is not contained in either an aggregate function or the GROUP BY clause.) and report is not opening
Issue Id : BE0806 of 10.x Release binder [Issue : Some reports were not working in the CRM]
HRM >> TimeOff >> Admin >> Category and accruals >> set accruals : Delete was not working in set accruals page
Issue Id :SD0855: Mobile contact manager paging does not work
Issue No. SD0856 of Binder: 10.x Release (Title :Tags with quotes not working on search)
Release 10.3.34 – Dec 01, 2014
SD0838-Release 10.x binder – Bug fixed in the import contact screen
KP0808-Customer Support binder – Fixed additional issues with vacations
CRM: Meta Search fix (was giving error when searching any spaces in between double quotes)
Extranet – A dummy session was creating in the extranet if user is logged on to OfficeClip in another browser tab
Release 10.3.32 – Nov 18, 2014 (Internal Release)
Enhancement: CRM: Search Dropdown: Now [Tag] will search both [Tag name] and [Tag Group Name], the same is implemented in the Filters and Reports.
Enhancement: General: Two lines were appearing after hitting the Enter Key on the editor. This feature is changed to one line now.
Bug Fix: Invoice – Invoice link was not going via email
Bug Fix: Time Off – Paging is fixed in all multi page list
Bug Fix: TimeOff – Admin >> New / Edit Category >> Set “Count weekend as time off” to No, then also the time off taken on weekend was calculating as time off
Bug Fix: Issue Tracker – NR0828 of 10.x Release binder [Invoice Payments of OfficeClip Users were not updating in the account]
Bug Fix: Accounts – Scheduled Reports- Cancel button was not working
Bug Fix: CRM – Removing a custom field with data was giving error
Bug Fix: Email – SD0788 [Issue : User getting errors and cannot login after clicking on the email link]
Bug Fix: CRM – JU0799 [Issue : Cannot make a custom field mandatory in opportunity]
Bug Fix: CRM – Syncing contacts with google was giving error
Release 10.3.28 – Oct 28, 2014 (Internal Release)
Enhancement: General – Added an ability to hide “Support” and “OfficeClip Version” from the top bar
Enhancement: Setup – UI changes in the Site Settings >> Holidays >> Add Holiday screen
Enhancement: Time Off – Enhanced Time Off Reports
Bug Fix: General – Problem in reports > select filters of project
Bug Fix: Issue Tracker – Notes >> When note added as officeclip user it is not showing as private note.
Bug Fix – General – delete the thumbnail does not work in attachment
Bug Fix – CRM – adding notes is not recording in the history in CRM
Bug Fix – Invoice – Invoice email showed template variable rather than invoice number
Release 10.3.25 – Oct 10, 2014
Enhancement: CRM: Redesigned the CRM filter
Enhancement: CRM: Created filter permission for CRM fields
Enhancement: CRM: Emails are now linked with CRM records
Enhancement: CRM: More Templates For Campaign Application
Enhancement: General: Desktop >> Email >> Compose Email >> Modified the Compose email look and feel
Enhancement: General: Added many new skins
Enhancement: General: Added more email templates
Enhancement: General: Recreated all the help files
Enhancement: General: Added drag-and-drop feature for files
Enhancement: General: Added notebooks in notes application
Enhancement: Issue Tracker: Help desk functionality added in the issue tracker
Enhancement: TimeOff – Time off application rewritten
Enhancement: Invoice – Create a new invoice template
Bug Fix: Calendar: IK0433 of 10.x Release binder [Calendar-Admin-Manage Label – Main window was getting closed]
Bug Fix: CRM: IK0425 of 10.x Release binder [Reports-Custom Reports – Import a .rdlc extended report an yellow error was coming]
Bug Fix: CRM: IK0410 of 10.x Release binder [CRM-Sync-Cancel button function was not working in Export Screen.]
Bug Fix: CRM: BA0587 and RK0630 of Support Tickets binder [Contacts >> New Contact >> if we don’t fill Custom Date Field then in View Screen it was showing as 01/01/01 ]
Bug Fix: CRM: Admin >> Rules >> Access Rules >> Run All Rules was running and giving the access to specified role but it was not removing the previously given accesses
Bug Fix: CRM: CRM >> Opportunity >> List screen >> numeric (float) fields were not showing properly with commas (like 10,000.00)
Bug Fix: CRM: IK0524 of 10.x Release binder [Daily Call List-Remove button was not working in Edit screen]
Bug Fix: Desktop: IK0489 of 10.x Release binder [Emails-Folder- Rename – Cancel button was not working]
Bug Fix: Desktop: IK0487 of 10.x Release binder [Email- Users-Search-Link “Go” was going to Extranet Users]
Bug Fix: Desktop: IK0559 of 10.x Release binder [Email- Saved email did not show any attachment]
Bug Fix: Desktop : Issue No. IK0544 of Binder: 10.x Release (Title : Notes-Attachment-Look and Feel was not good. )
Bug Fix : Desktop : BS0702: HomePage >> Announcements >> view an announcement and click back it did not come back to homepage)
Bug Fix : Desktop :BS0705: Homepage >> View event / new event >> cancel did not return to homepage
Bug Fix : Extranet: IK0576 of Binder: 10.x Release (Services- View-Share – Drop Down – Email – Email was going without subject.)
Bug Fix : Mobile : PB0733 of Support Tickets binder [Issue : OfficeClip >> Mobile >> Accounts were not sorted correctly]
Bug Fix : Mobile: SD0682 of Binder: 10.x Release (Title : In tablet, unable to scroll the contact list)
Bug Fix: HRM: Projects >> List screen >> Archived projects were not showing even with grid filter
Bug Fix: HRM: IK0516 of 10.x Release binder [Billing-Finish button was not working]
Bug Fix: HRM: IK0470 of 10.x Release binder [Timesheet-Import Track Time-Drop Down selection was not working properly]
Bug Fix: HRM: IK0476 of 10.x Release binder [Invoice-Checkmark checked after seeing Invoice]
BugFix: HRM: (SD0735: Timesheet > Admin > Payroll: Clicking on History was taking user to Timeoff application )
Bug Fix : Settings: IK0613 of Binder: 10.x Release (Organization-Grant/Revoke email notification were not going.)
Release 10.2.17 – May 23, 2014
Bug Fix : Mobile Interface: Timesheet details does not wrap up and hides on the next line.
Release 10.2.16 – May 9, 2014
Bug Fix : Issue Id : IK0432 of 10.x Release binder [Issue : Calendar – New Event – Edit Event in Reminder gives yellow error]
Bug Fix : Issue tracker >> if a note is created by any extranet user, it is showing as it is created by one of the OfficeClip User
Bug Fix : IK0266 – Entire Site – Holidays – Yellow error is coming – 10x Binder
Bug Fix : Issue (IK0435 – Custom Fields/Numeric Fields – If entered alpha numeric fields in numeric fields an error is coming.)
Bug Fix : Issue Id : SD0429 of 10.x Release binder [Issue : Cannot use track time in task in chrome browser] Same bug is happening in (Contacts >> View Contacts >> Task >> Tracktime)
Bug Fix : Issue Id : K_0659 of Support Tickets binder [Issue : Settings >> Organization settings >> Extranet administration >> Login URL link is not showing popup correctly
Bug Fix : Issue Id : KP0667 of Support Tickets binder [Issue : There is no way to recover the archieved timeoff requests]
Bug Fix : Issue Id : RK0658 of Support Tickets binder [Issue : Contacts >> Reports >> Select Filter add filter like (email address equal *@*company*) first time the report opens fine, next time if we edit report >> click on save View report, it is giving 500 error]
Enhancement : Issue Id : MO0513 of Support Tickets binder [Issue : Standard Edition user are unable to user mileage expense]
Bug Fix : Issue Id : SD0429 of 10.x Release binder [Issue : Cannot use track time in task in chrome browser]
Bug Fix : Issue Id : JC0648 of 10.x Release binder [Issue : Cannot send emails through OfficeClip]
Release 10.2.14 – Apr 18, 2014
Bug Fix : Issue Id : IK0427 IK0423 of 10.x Release binder [Issue : Calendar-New Event-Add a new attendee and save the meeting event error is coming]
Bug Fix : Issue Id : BE0651 of 10.x Release binder [Issue : CRM >> Contacts >> filter is not working properly with Parent child custom field]
Bug Fix : Issue Id : SD0428 of 10.x Release binder [Issue : manual quickbooks sync mapping screen is not filtering based on organization]
Bug Fix : Issue Id : IK0416 of 10.x Release binder [Issue : Contact-Relation Child – New Relation – Opportunity – Pop up is giving an yellow error]
Bug Fix : Issue Id : BA0617 of Support Tickets Binder [Title : OfficeClip calendar reminders delayed, are receiving after the event ends]
Bug Fix : Issue Id : PB0641 of Support tickets binder [Title : 1. Inconsistency of displaying Account/Project and Service Item in mobile site]
Bug Fix : Issue Id : LE0626 of Support Tickets binder [Title : Cannot see his contacts any more]
Bug Fix : Issue Id : RK0622 of Support tickets binder [Title : CRM >> View Acount >> Export Csv is showing 500 Error screen]
Bug Fix : Issue Id : RK0621 of Support tickets binder [Title : Opportunity report is showing an error]
Release 10.2.12 – Mar 11, 2014
Bug Fix : Issue Id : NR0409 of 10.x Release binder [Title : In a new Installation process >> SMTP Settings vanishes after Sending test mail]
Bug Fix : Issue Id : NR0408 of 10.x Release binder [Title : Settings >> Site Settings >> clicking on Options (under Information section) showing 500 yellow screen error
Bug Fix : Issue Id : BA0582 of Support Tickets binder [Title : Accounts summary screen – if mouse is over on details, display is moving]
Bug Fix : Issue Id : AW0583 of Support Tickets binder [Title : Call List not showing correct values ]
Bug Fix : Issue Id : SD0403 of 10.x Release binder [Title : Issue tracker redirects to Page 1 when going back to the list screen ]
Bug Fix : Issue Id : SD0404 of 10.x Release binder [Title : Extranet not working when notes are created… ]
Bug Fix : Issue Id : NR0407 of 10.x Release binder [Title : CRM >> Contacts >> Filters not working porperly]
Bug Fix : Issue Id : AW0583 of Support Tickets binder [Title : Call List not showing correct values ]
Bug Fix : [Customer] Issue Id : TG0586 of Support Tickets binder [Title : Filter resetting back to All items and Bug reporting not working ]
Bug Fix : [Customer] Issue Id : AD0585 of Support Tickets binder [Title : Sorting on the list is resetting ]
Bug Fix : [Customer : Fed***ter] CRM >> Any application If we sort on any field (say Modified Date) and then select a filter in which that field (Modified Date) is not selected to show, then the list is showing empty
Bug Fix : Customer is having only HRM (Time Expense) license, he is unable to see Accounts. (Fixed it using the previous method showing the Accounts inside Projects application only)
Bug Fix : [Customer : Tower Online Solutions] Go to CRM >> Accounts >> Admin >> click on edit button near to Description showing an yellow screen in popup
Enhancement : Showing “Add New Entry” for all existing udf lists (udf list, udf parent-child list, udf user list, udf owner list) and fixed field Account list, in all View / Edit screen of all CRM modules
Bug Fix : CRM >> List Screen >> sorting on list items which is shown in list screen is not working correctly
Bug Fix : Issue Id BH0385 of 10.x Release (Title : [Elmah Bug]: selecting the event 2 times in timesheet , and save it, gives yellow screen error.)
Release 10.2.8 – Feb 20, 2014
Bug Fix: Issue (BS0400: User Bug[phil.t***ter.net] : account filter not working in the correct manner.)
Bug Fix : Issue ID : BH0384 [Title : [Elmah Bug]: adding an exisiting contact in accounts , gives yellow screen error. ]
Bug Fix : Issue ID : BH0387 [Title : [Elmah Bug]: while changing the position fields in issue tracker admin, it gives yellow screen error.]
Bug Fix:Issue (BH0388: [Elmah Bug]: edit an meeting event and delete the attendees and try to save it, it gives yellow screen error.)
Bug Fix : Issue ID : SD0394 [Title : Invoices does not work with a different currency .]
Bug Fix : Issue ID : RA0377 [Title : Calendar — New Event are not correctly showing in Agenda .]
Bug Fix : Issue ID : RS0396 [Title : Home Page scrollbar is not showing up in some browser .]
Bug Fix: Issue (BS0398: Account >> modify >> annual revenue field size is more than 20 it gives error.)
Bug Fix : Issue ID : SD0374 [Title : Mobile Issue Tracker cannot edit.]
Enhancement:Issue (BS0399: Disable mobile link option should be provided in settings)
Bug Fix: AH0375: Desktop-Announcement-Attach a image an error is coming (User-ahm***onic.com))
Bug Fix : Issue Id NA0393 of 10.x Release (Title : [Customer : Vintage***orcycle Club] in view Invoice the Send Email Button is not showing)
Bug Fix:Issue (SK0390: Contacts missing from the campaign Select Fields)
Bug Fix : Issue Id NA0392 of 10.x Release (Title : Some OfficeClip work Invoices are not opening to view and giving an yellow screen error)
Bug Fix : Issue Id NA0391 of 10.x Release (Title : [Customer : Red***ing] unable to see the opportunities under account children )
Bug Fix : “Time Off By Approver” report is not working properly (and when we edit report and try to save and view report… it is showing an yellow screen)
Release 10.2.4 – Feb 12, 2014
Bug Fix : Issue ID : SK0381 [Title :Issue Tracker- Created user is modifying to Extranet User for issues submitted by extranet user]
Bug Fix : [Customer : GETONIC] Desktop-Announcement- copy paste OR drag drop an image >> and try to save the announcement then yellow screen error is coming
Bug Fix : Tooltip is not working in view invoice.
Bug Fix : “Time Off By Approver” report is not working properly (and when we edit report and try to save and view report… it is showing an yellow screen)
Bug Fix : Timesheet Details report is not giving correct result if we select all the “account and projects” check box in the filters
Enhancement : Added the date picker to the daily call list, so that user can select the date and get one week calls list from that particular date.
Release 10.2.3 – Feb 6, 2014
Enhancement: Contact Manager: Custom Fields: Created three new custom field types, multi-select list, parent child list and calculated field
Enhancement: Contact Manager: Rules: On-Screen Rules for dynamic validation on detail and edit screens
Enhancement: Contact Manager: Related Data: Added count of related data on the related tabs
Enhancement: Contact Manager: Daily Call List: The daily call list now shows multiple day call list by date. This makes it easier to see all past and future unattended calls
Enhancement: Contact Manager: Campaigns: We now provide a number of email templates. You can also create and save your own templates
Enhancement: Added an ability to upload image of 20 MB size on all the places (Campaign, Announcement, PhotoAlbum etc.,)
Enhancement: Invoice: Bigger invoice preview is created
Enhancement: invoice: Quotes and Estimate types are implemented in addition to Invoices
Enhancement: Issue Tracker: Ticketing System: Developed feature so that you can configure the issue tracker for tracking tickets
Enhancement: Issue Tracker: Created by user can now be changed from the issue edit screen
Bug Fix : Announcements: RS0317 – New Announcement — error message is incorrect
Bug Fix: Calendar: BS0071 – When user preference is changed,calendar is not updating…
Bug Fix: Contact Manager: Daily Call List: IK0259 – Navigation to second page is giving error
Bug Fix: Contact Manager: Campaigns: IK0097 – Campaign – Sender name is not coming as full name
Bug Fix: Contact Manager: IK0125 – View Contact – Parent Account Details – The Pop up in IE is not proper
Bug Fix: Contact Manager: IK0236 – Child Issues-Issues and titles are not aligned properly
Bug Fix: Contact Manager: IK0229 – Opportunities-Tools-Convert To project – Save and Cancel button is not working
Bug Fix: Contact Manager: Two-way google sync does not copy notes correctly
Bug Fix: Contact Manager: Competitors: When clicking on competitors which is in opportunity >> Competitor tab >>sample competitor which is created from demo data, it shows yellow error.
Bug Fix : Contact Manager: When clicking on invoices in CRM module, it shows yellow error.
Bug Fix: Contact Manager: Photo Album space is now counted as used disk space
Bug Fix: Contact Manager: Opportunities: IK0314 – Print-Print page is not displayed properly
Bug Fix: Contact Manager: Campaigns: Stopped drag and drop and copy and paste the images from out side source
Bug Fix: Contact Manager: Campaign: IK0307 – Design Campaign – Mode is changing after saving.
Bug Fix : Contact Manager: Opportunity: SD0345 – Cannot convert from Opportunity to project.
Bug Fix: Contact Manager: Opportunities: IK0313 – Alphabetical Search – Search is not working
Bug Fix: Email: BS0249 – Email:CC and BCC are shown when email page is coming from reply, reply all or forward
Bug Fix: Expenses: IK0243 – No error is showing while saving without any values
Bug Fix: Expenses: IK0243 – No error is showing while saving without any values
Bug Fix: Expenses: IK0344 – Admin-Allow User to Approve Expenses – Is set to No – User is able to approve.
Bug Fix: Expenses: IK0231 – Admin – Currency Type – Configure Fields -Enter function is not working
Bug Fix: Extranet: SD0214 – Attachments are not showing up in some extranet issues
Bug Fix: Extranet: SD0365 – No way to send emails when modifying the share
Bug Fix: General: SD0215: Login page no longer remembering the email address
Bug Fix: Issue Tracker: Mobile Version: Not able to open a project
Bug Fix: Issue Tracker: IK0260 – Issue List – Shows empty screen after selecting from Archived list
Bug Fix: Mobile: BS0008 – Cannot create new timesheet and expenses after creating a new organization.
Bug Fix: Mobile: BS0334 – Contact >> Edit contact >> unable to add department
Bug Fix: Mobile: BS0338 – Expenses>> saved Expenses>> adding new Expense is giving yellow error
Bug Fix: Mobile: BS0337 – Timesheet >> saved timesheet >> adding new time is giving yellow error
Bug Fix: Mobile: BS0337 – Timesheet >> saved timesheet >> adding new time is giving yellow error
Bug Fix: Mobile: BS0333 – Calendar >> New event >> date picker icon is not set properly
Bug Fix: Timesheet: IK0346 – Admin-Service item – No New Item is saving in some cases
Bug Fix: Users: IK0292 – Import/Export-Department Field is not mapping.
Bug Fix: Users: IK0289: Import-Cancel Button is not working
Bug Fix: Users: IK0298 – Registered Users-Delete a user and screen shows Extranet users.
Release 10.1.38 – Nov 23, 2013
Bug Fix: When accesing OfficeClip from IE11 it gives the error message: “Browser cookie needs to be enabled”.
Bug Fix: When creating a share, it is sending an email even if the user has opted not to send emails.
Release 10.1.37 – Nov 05, 2013
Enhancement: It is now possible to make copies of Reports
Enhancement: In timesheet comments box (and in CRM) when typing any characters, the remaining characters are now shown
Bug Fix: When we open the daily call list page yellow screen error is coming(Divide by zero encountered error)
Bug Fix: From homepage, if we click on the edit note, yellow screen is coming
Bug Fix : Issue Id IK0191 of 10.x Release (Title : New Extranet user creation is sending Organization New User email instead of extranet email)
Bug Fix: Issue Id NR0197 of 10.x Release Announcement is not getting saved for Free users)
Bug Fix : Issue Id NR0192 of 10.x Release (Extranet – Login credentials are not working when sent via email)
Bug Fix : Issue Id NR0198 of 10.x Release (Some wrong Subscription notifications are going from officeclip.com)
Bug Fix : Issue Id NR0164 of 10.x Release ( Select a user (Who is in current org only) in timesheet proxy >> and change organization which is also proxy elabled >> then Yellow Screen is coming)
Bug Fix : Issue Id NR0102 of 10.x Release (TimeOff emails are not going from dot com)
Bug Fix : Issue Id NR0174 of 10.x Release (Account >> Admin >> Rules >> Access Rules >> after creating rule if we run the rule, it is not updating the existing accounts)
Release 10.1.28 – July 30, 2013
Bug Fix: Fixed issues with the notes expand and collapse feature
Bug Fix: incorrect report created for organizational employees
Bug Fix: Campaign Design: In the Image editor, the images are not showing properly
Bug Fix: Contact Manager: Call List: Actions once selected were not getting selected again
Enhancement: Added ability to add tags in bulk for a list of contacts
Enhancement: All notes now has expand / collapse feature
Enhancement: Standard Edition of OfficeClip is now free of cost for unlimited time for 10 users (both installed and hosted version)
Release 10.1.19 – June 07, 2013
Fix: In IE Browser, Go go TE >> Projects List screen click on second page the busy box is not going away.
Enhancement: TE >> Project >> New/Edit Project, now user can type new account name and when the project is saved the newly typed account is automatically created.
Enhancement: Implemented a feedback tracking system using uservoice (see here).
Enhancement: Settings screen look and feel is changed. Instead of popup it is now a separate screen
Fix: ACH processing for bluepay bug
Fix: Timesheet accrual details are showing incorrectly
Fix: User import and export now shows all fields
See more details in our newsletter
Release 10.1.18 – June 01, 2013
Enhancement: Modified the google sync algorithm to reduce the data restriction error.
Enhancement: Added new support menu using a ticket tracking system using OfficeClip Issue Tracker. See how to implement it in your OfficeClip click here.
Enhancement: Implemented a feedback tracking system using uservoice (see here).
Enhancement: Settings screen look and feel is changed. Instead of popup it is now a separate screen
Fix: ACH processing for bluepay bug
Fix: Timesheet accrual details are showing incorrectly
Fix: User import and export now shows all fields
See more details in our newsletter
Release 10.1.12 – Apr 5, 2013
Enhancement : Mobile Application look and feel changed for all types of mobile devices
Enhancement : Desktop – Tasks – Added the filtering to the Task list grid
Bug Fix : Users not able to get some documents
Release 10.1.8 – Feb 15, 2013
Issue Tracker- Rules are not firing while capture issues through email
Fixed the pricing issue with hosted and installed versions
Currently allowing the Standard version user’s eventhough their license period is over.
Desktop – Email – Compose mail and also in Options – Signature … the photo manager not implemented
Bug Fix : NR0951 CRM – Accounts – Reports – Edit Reports – Select Fields – User Defined Fileds are not showing
Bug Fix : NR0952 Setup >> Site information – Site License – Renew – after payment successful, if we refresh the page the subscription is extending again and also sending mail
Bug Fix : OfficeClip System is not sending the Timesheet Submission notifications in new release
Bug Fix : NR0954 Release CRM – Campaign Tools Email History always showing Failed even though it sent successfully
Release 10.1.7 – Feb 15, 2013
Bug fixes from the previous major release
Release 10.1.4 – Feb 10, 2013
Enhancement: (Account Manager) Added ability to select existing contacts
Enhancement: (Account Manager) Show more than 5 contacts at a time in related data
Fix: (Account Manager) Account name is not shown after creating it using the welcome screen
Fix: (Account Manager) in Account List screen if we are show any date or datetime, it is showing in “dd/mm/yyyy” format instead of the format selected in Set up > Site Information > Regional Settings
Fix: (Calendar) Customer is in new zealand timezone and when he checks the calendar the date is showing one day back
Fix: (Calendar) customer trying to edit a recurring event then index out of bounds exception error page is showing
Fix: (Calendar) new event attachments are not saving
Fix: (Calendar) Error in event type field after adding attendees and closing attendees in new events
Enhancement: (Campaigns) Changed campaign designer screen look and feel
Enhancement: (Campaigns) added more fonts in the campaign > design > editor
Fix: (Campaign) Campaign > Design Campaign > Image Manager > Upload > select photo and click on upload > and if the path does not exist then error message is coming
Fix: (Campaign) Create any campaign and in designer add some attachments and again create a new campaign and go to designer, the attachments of previous campaign are showing in this campaign
Fix: (Campaigns) Design mode: Showing blank screen after editing a new attachment
Fix: (Campaigns) Design mode: Data is not saving if new email account is clicked and created
Enhancement: (Contact Manager) Implemented Drip Marketing for Contacts and Accounts
Enhancement: (Contact Manager) Added QR Code to each contact view screen under tools button
Fix: (Contact Manager) CRM > Contacts > View Contact…Right hand side picture, tags, previous next controls are not showing in all tabs (related data)
Fix: (Contact Manager) Contacts > View Contact > All Tabs > Edit Documents tab is showing a 500 error screen
Fix: (Contact Manager) Search issue is not working proerly
Fix: (Contact Manager) View Contact > Tag > Add, if we select one tag in first page and go to second page and again come back to page 1, it is not saving the checked status and all the checkboxes
Fix: (Contact Manager) Unable to convert contact to account
Fix: (Contact Manager) Social network url not copying correctly
Fix: (Contact Manager) Call list does not show the correct company
Fix: (Contact Manager) If documents application is not available in a particular organization or that site applications then in CRM > View CRM > it is not showing that tab even it is added in the Admin > Related Info
Fix: (Contact Manager) When user adds a picture then it is not updating
Fix: (Contact Manager) ShowBulk Option: No Contact is deleting when “Delete All” option is selected
Fix: (Contact Manager) Wrong alert coming for google sync in Standard edition
Fix: (Contact Manager) Edit contact-new-top right side drop down: An empty screen is shown after canceling at relationship screen
Fix: (Emails) when we are deleting from deleted folder yellow page error appears
Fix: (Emails) Options > General Email Options, organize and reply settings cancel button not responding
Fix: (Emails) After deleting a folder, yellow page appears at email list
Fix: (Emails) Compose new email: Attachments are not sent along with the emails
Fix: (Emails) Filters are not working
Fix: (Expenses) Expense list cancel button not working
Fix: (Expenses) Import/Export: Individual Expense is not displayed properly after exporting
Fix: (Expenses) With different currency amount the bulk export shows all in one screen
Enhancement: (Extranet) Sharing of documents, reports and web forms is made simpler
Enhancement: (Extranet) Public notification – Screen Changes…
Enhancement: (Extranet) Extranet users can now be managed using the Manage Users interface
Enhancement: (Extranet) Added another template mail to send the note notification to the extranet user along with the tracking ticket when a new note is added by OfficeClip user
Enhancement: (Extranet) Removed shared reports tab and added “Shared Reports” button in all the RDL reports page to simplify checking the shared reports
Fix: (Extranet) Unnecessary data is presented when the issue is entered through extranet
Fix: (Extranet) When extranet user clicks on a event which is shared, it is giving 500 error
Fix: (Extranet) Upon creating a public share, extranet users are not getting emails
Fix: (Extranet) After enabling the extranet feature, in show permission pop up shows blank
Fix: (Extranet) Cannot login to the extranet home page
Enhancement: (Forums) Forums > New /Edit forum > increased character space in description of forum post
Enhancement: (General) Free edition is now converted to Standard edition. Standard edition provides free unlimited installed version
Enhancement: (General) Modified signout screen look and feel like google
Fix: (General) Evaluation date does not change after converting to professional edition
Fix: (General) Fixed some delete confirmation screens
Fix: (General) New and Import buttons are not showing to the users who does not have permissions to create new contact
Fix: (General) Renewal of license is resetting the document space
Fix: (General) in default.html … the rectangular box is showing twice in internet explorer 8 standard mode
Fix: (General) If more than one admin exists in an organization then for last admin the delete buttons are not showing in the manage users screen
Enhancement: (Home Page) Allow site administrators to hide home page application
Enhancement: (Home Page) when no data exist in any portlet, it shows a sample data image
Enhancement: (Invoices) Invoice > Admin, when saving anything in profile note it is now shown in the new invoice as invoice note
Enhancement: (Invoices) Creation of Invoices through Timesheet and Expense sheet entries
Enhancement: (Invoices) Modified code to accept all currencies while creating a new invoice -> and stopping the payment if that currency is not supported by any payment gateway
Enhancement: (Invoices) Notes added by buyer and seller shows the recent ones at the top
Fix: (Invoices) Invoice notes are now showing on the invoices
Fix: (Invoices) Invoice > Admin > Items > Adding a new item with unit cost with some decimal number is now saving with the digits after decimal point
Fix: (Invoices) Yellow error is coming when clicked on Pay button in extranet user
Fix: (Invoices) If the buyer adds any note it is now sending an email to the seller in invoice module
Enhancement: (Issue Tracker) Capture Issue through email now gets the tracking ticket automatically
Enhancement: (Issue Tracker) Made the textbox of the description, resolution and comments editable with rich text format
Enhancement: (Issue Tracker) View issue screen is completely redesigned
Fix: (Issue Tracker) Web Forms – Not receiving the tracking ticket
Fix: (Issue Tracker) Web Form: Screen position not correct after submitting the form
Fix: (Issue Tracker) Admin > Rules > Rules are not working correctly
Fix: (Issue Tracker) Web forms: The issue is not submitted for the second time and displays a yellow page
Fix: (Issue Tracker) New Binder getting an error page after selecting title checkbox and saving it
Fix: (issue Tracker) Issue Tracker: Cannot view some existing attachment
Enhancement: (Mobile) Calendar-Day View : The date color is now dim in shades
Enhancement: (Mobile) Added QR Code to mobile screen
Fix: (Mobile) when we are trying to delete a issue yellow page error appears
Fix: (Mobile) New Campaign button is not available
Fix: (Mobile) New Contact > Birthday field: Not accepting year range from 2000 and enter/edit time option is not available
Fix: (Mobile) New Opportunity is not creating
Fix: (Mobile) Cancel button takes user to the login screen
Fix: (Opportunities) Deleting a new opportunity shows yellow page error
Enhancement: (Photo Album) Redesigned the photo album application
Enhancement: (Projects) Allocate users and project location changed
Enhancement: (Projects) Redesigned project list screen
Fix: (Projects) Project manager selection is mandatory, but it is saving without that field
Fix: (Projects) View/edit account takes to project list screen
Fix: (Projects) when clicked on imports/exports it disappears in the menubar
Enhancement: (Reports) Added monthly, quarterly and yearly scheduling of reports
Fix: (Reports) Reports that are having department filter those are not showing data correctly
Fix: (Reports) Employee Profitability by Project report not working
Fix: (Reports) Project rates report not working
Fix: (Reports) when sharing a contact report it is not shown in show shared reports
Fix: (Reports) DCAA History report is not populating correctly
Fix: (Reports) Timesheet > Reports > Project Reports, clicking on the edit button shows popup error screen
Fix: (Settings) Manage site information > manage site document space yellow page error is coming
Fix: (Settings) Settings > Site Information > Site Holidays > there is no way to add holidays after 2012… even manually
Fix: (Settings) Setup > Manage Organization Roles > Manage Role Privileges tag association is not working
Fix: (Settings) Manage roles and privileges > documents, share document option has errors
Fix: (Settings) Manage site information > update login id’s, changed id’s are not updated
Enhancement: (Tasks) Task user profile saves the “Last Selected Task Filter”, “owned by me” and “Assigned to Me” values and populates next time
Fix: (Tasks) New Task: Some fields has no fixed texts available
Fix: (Tasks) In Tasklist (owned by me) filter is not working properly
Fix: (Timeoff) Accruals: Total amount of hours for an accrual is showing wrong
Fix: (Timeoff) Hours/days limit are not decreasing
Enhancement: (Timesheet) Edit timesheet screen now shows the DCAA history of that particular timesheet (if DCAA is enabled)
Enhancement: (Timesheet) From email address of the timesheet notification is now taken from the site settings screen
Enhancement: (Timesheet) Payroll Full Name and Payroll Code added in timesheet detail report and timesheet summary report. Also added new filter for Payroll item
Fix: (Timesheet) Change the payroll combobox width to 80px in the new/edit timesheet screen
Fix: (Timesheet) Archiving projects is messing up the past timesheets
Fix: (Timesheet) new timesheet getting call back error when selecting account and service item
Fix: (Timesheet) if timesheet rows are more than 15 or 20, then error page is showing while saving or submitting the timesheet
Fix: (Timesheet) Welcome wizard > Adding a new Project is giving yellow screen error
Fix: (Timesheet) Import time track creating incorrect timesheet
Fix: (Timesheet) Admin > Service Items: No action is shown after saving the service items
Enhancement: (User Manager) Added department management
Fix: (User Manager) userlist filters are not working
Fix: (User Manager) Newly created department is not displayed in the list
Fix: (User Manager) No buttons are working after importing users