OfficeClip Latest UpgradesThis notes is updated whenever a new update to OfficeClip is publisheden-usOfficeClip LLC. 2008[email protected]Contact Roles for Opportunities09 Mar 2008/web/latestUpdates.html#contact_roles_for_opportunitiesContact ManagerOpportunities can now be associated with Contacts and their Roles. To enable this feature, go to Opportunity > Admin > Children.Setting up various Authentication Modes09 Mar 2008/web/latestUpdates.html#setting_up_various_authentication_modesTimesheet and ExpenseIssue TrackerContact ManagerCollaboration SuiteOfficeClip installable edition now supports Forms, Windows and LDAP authentication. This allows companies to configure OfficeClip authentication based on the way they already authenticate other services in their organization.Various Add-Ins for Timesheet15 Sep 2008/web/latestUpdates.html#various_connectors_for_web_timesheetTimesheet and ExpenseThe OfficeClip Timesheet Connectors are Add-ins that helps streamline Timesheet tracking and Accounting processing. With “one-click” synchronization, the Add-Ins offers a seamless workf-low by reducing the need for double entry and quick transfer of accounting data (e.g. Payroll entries).Offline Timesheet and Expense15 Sep 2008/web/latestUpdates.html#offline_timesheet_and_expenseTimesheet and ExpenseYou can now enter time and expense with our Offline Timesheet when you are not connected to the internet. The Offline Timesheet module can be installed on your laptop and allows synchronization with the OfficeClip Web Timesheet.Export Wizard for various applications12 Jul 2008/web/latestUpdates.html#export_wizard_for_various_applicationTimesheet and ExpenseIssue TrackerContact ManagerCollaboration SuiteAlthough we had csv export (Excel Compatible) format in OfficeClip, we decided to make it a little better by providing an export wizard for exporting data out of OfficeClip. Many of our customers asked for full control on the exported data columns and filters. With the new wizard, users will be able to select which column to export, change the column names of the exported file and choose filters that are pertinent to the application. Also, once you set the parameters, it will remember it next time you export.Access Rules for Contact Manager22 Jun 2008/web/latestUpdates.html#access_rules_for_contact_managerContact ManagerIn addition to role-based security and object security (where access can be controlled for each individual contacts), we have implemented a field based security using access rules. So you can define a rule as “If the contact’s state is Georgia, provide read, write and append access to the role Sales”. Whenever a contact is added or edited, the access rules are fired.Holiday Management22 Jun 2008/web/latestUpdates.html#holiday_managementCollaboration SuiteTimesheet and ExpenseHolidays can be set by the site administrator and is visible in OfficeClip Calendar, OfficeClip Timesheet and OfficeClip Expenses. OfficeClip comes installed with preset holidays for many countries.Escalation Rules for Issue Tracker8 Jun 2008/web/latestUpdates.html#escalation_rules_for_issue_trackerIssue TrackerSometimes customer issues to do get the attention they deserve. They fall through the cracks! The escalation rules automatically escalates the issues after a certain time has passed. For example, you can set up a rule as “If the Status of the Issue is kept open for the past 10 days and the issue priority is High, then send an email to the issue creator”.Reimbursement Tracking24 May 2008/web/latestUpdates.html#reimbursement_trackingTimesheet and ExpenseOfficeClip will now allow tracking of expense reimbursements. Reimbursement tracking will allow administrators to keep track of reimbursements and cash advances for member expenses. This feature is only available to administrators can can be enabled from Expense Admin -> Profile.SMS Notification & Messaging6 Apr 2008/web/latestUpdates.html#sms_notificationCollaboration SuiteNow, you can receive SMS notifications and messages, as well as, send SMS to other Organization Members. Just go to the Member Console (Desktop >> Members) and select your User Name, you’ll find the Setup SMS link next to your cell phone number.Outlook Add-In Enhancements6 Apr 2008/web/latestUpdates.html#outlook_add_in_enhancementsCollaboration SuiteContact ManagerOutlook add-in for OfficeClip allows members to synchronize their contacts, events, tasks and notes with Microsoft Outlook 2003 (or higher). With this enhancement you will be able to select different outlook folders to synchronize with OfficeClip. This will allow you to keep personal and OfficeClip items separate.Mobile Contact Manager9 Dec 2007/web/latestUpdates.html#mobile_contact_managerCollaboration SuiteContact ManagerNow you can use your mobile devices like Blackberry, Pocket PC or WAP powered mobile phones to access the OfficeClip Contact Manager when you are on the road. Just point your mobile browser to http://www.officeclip.mobi and you should be able to access all your contact information.
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