Release Notes for OfficeClip Suite – 2023

OfficeClip Suite Download

12.1.4 – Aug 31, 2023

1. Enhancement: General: Settings – Manage Holidays – Once the holidays are set, added a feature to change the country
2. Enhancement: Notes: Redesigned the notes look and feel
3. Enhancement: Notes: In new note created Add Notebook button to add notebook instantly
4. Enhancement: Tasks: Reworded Track Time to Work Notes
5. Bug Fix: Contact Manager: Was not able to set the company name in the detail screen
6. 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
7. Bug Fix: Contact Manager: Contacts – Edit Contact – User does’nt have permission to edit contact but was able to edit
8. Bug Fix: CRM: Search results were incorrect when we searched on All fields
9. Bug Fix: Customer Portal: Web Form: Field type is made more obvious (Specified what type of field it is like email, number etc)
10. Bug Fix: Emails: Options – Mailing list – Manage list Members – was giving yellow screen error
11. Bug Fix: General: Share report – Secured – When clicked on dropdown the help text is now removed
12. Bug Fix: General: Black skin > Tasks > Sub-tasks – when we click on details, it was showing the details in black color
13. 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
14. Bug Fix: Issue Tracker: Users were not getting time based tracker emails if they had only one issue
15. Bug Fix: Issue Tracker: Issue Escalation rules >> Time trigger frequency was not setting back correctly on edit
16. Bug Fix: Project: Admin > Edit Alias > save and next was going to Expenses > Profile screen
17. Bug Fix: Tasks: Tasks – New Task – Alignment messed up. Made the error message display below textbox
18. Bug Fix: Tasks: Was unable to attach multiple documents in tasks
19. Bug Fix: Tasks: Task: Assigned To was coming as number in history
20. Bug Fix: Tasks: Task List screen is now sorted by Due Date Descending
21. 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
22. 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
23. Bug Fix: Timesheet: Alignment of the Proxy button is fixed

12.1.0 – May 16, 2023

1. Enhancement: Accounts: csv import of Accounts with duplicate detection is now implemented
2. Enhancement: Monitor: Added a new application called Monitor that is capable of monitoring all your computers
3. Enhancement: Time-Off: Redesigned the application. It can now show the history of all accruals starting from the time it was setup
4. Enhancement: Time-Off: Category & Accruals >> set availability >> Added Search and Clear buttons
5. Bug Fix: Issue Tracker: Issue >> estimate now shows an error message if no value is entered
6. Bug Fix: Issue Tracker: Fixed the view issue >> notes >> see more link button is now functioning
7. Bug Fix: General: Added a button to add new Role to the privileges screen
8. Bug Fix: Time-Off: Admin >> Category & Accruals >> Availability >> Set Availability >> Reset button no longer shows yellow screen error
9. Bug Fix: Timesheet: Approval emails now does not spoof the actual email address of the user

12.0.4 – Mar 14, 2023

1. Enhancement: General: Search added to the user dropdown box in many places
2. Enhancement: Home Page: Redesigned the home page dashboard
3. Enhancement: Settings: Complete redesign of the Role Privileges screen more…
4. Enhancement: Settings: Complete redesign of the Organization Application selection screen more…
5. Enhancement: Time Off: Redesign of the Time Off application more…
6. Enhancement: Timesheet: QuickBooks IIF import changed for the new QuickBooks version
7. Bug Fix: Contact Manager: Contact – Edit Contacts – Non Admin can now edit others contact when there is permission to edit contact in role privilege.
8. Bug Fix: Customer Portal: Add a cancel button to the admin screen.
9. Bug Fix: Invoices: Fixed invoice alignment issues
10. Bug Fix: Opportunities: List – When there is empty list in opportunity create new opportunity button was missing from the list screen
11. Bug Fix: Time Off: Admin – Cancel button was throwing yellow screen in all tabs
12. Bug Fix: Tasks: Fixed Estimate and Spent time so that the current estimate is shown on the edit screen