Enhancement:
Time Off:
Added a new workflow allowing users to request time off cancellations. Approvers can now easily review and manage these cancellation requests.
Enhancement:
Call Log:
The Call Log application is now automatically visible when Contacts, Accounts, or Opportunities are enabled. Additionally, users can now link these applications in the “regarding” section of a call log.
Enhancement:
REST API:
Added a new endpoint to retrieve image details for user profile pictures and contact thumbnails.
Bug Fix:
Time Off:
Fixed an issue preventing approvers from using the thumbs-up icon to approve time off cancellations directly from the list screen.
Bug Fix:
Time Off:
Resolved an issue in the three-person routing setup where no action occurred when a creator requested a time off cancellation.
Bug Fix:
Time Off:
Fixed an issue where negative time off balances at the end of the year were not properly carrying forward to the next year.
Bug Fix:
Time Off:
Resolved an incorrect “insufficient balance” error that would sometimes appear when an approver tried to approve or reject a time off request.
Bug Fix:
Time Off:
Corrected email notifications so users receive the proper message when a time off request is rejected, resolving a bug where they received “Expense Rejected” or “New Time Off Request” emails instead.
Bug Fix:
Timesheet:
Fixed an issue with DCAA compliance where enabling the timesheet to add time for the same date would incorrectly disable the checkbox without showing an error message.
Bug Fix:
Contacts:
Resolved an issue that prevented users from performing a bulk delete of contacts.
Bug Fix:
Contacts:
Fixed a display issue causing contact summary thumbnails to not load properly.
Bug Fix:
Projects:
Improved loading speeds and performance when opening the Tasks tab within a Project.
Bug Fix:
Projects:
Resolved an application error that could occur when clicking on child tasks from the task details screen.
Bug Fix:
Projects:
Fixed an issue where the “Track Time” and other tabs were unresponsive when viewing task details.
Bug Fix:
Projects:
Resolved an application error that occasionally occurred when opening a task directly from the Projects menu.
Bug Fix:
REST API:
Fixed an issue where users could bypass the insufficient balance check and submit time off requests via the mobile app.
Bug Fix:
General:
Fixed an issue where CRM applications (like Call Log and Customer Portal) were visible to users who had only signed up for the HRM suite.
Bug Fix:
General:
Fixed a UI bug where selecting an application would unintentionally hide the left navigation menu globally.
Bug Fix:
General:
Resolved an intermittent issue where application icons would disappear from the interface.
12.4.6 – May 17, 2025
Enhancement:
REST API:
User info now gets the full name and email separately in the task, event, and tracker lists via REST API.
Enhancement:
Settings:
Settings >> Personal Preferences >> Rest Api screen look and feel changes.
Enhancement:
Task Management:
Upgraded Task Manager and Activities tab for CRM.
Enhancement:
Task Management:
Implemented Task Preview screen (Work In Progress).
Enhancement:
Time Off Management:
Handled the Submission for the first time (from new timeoff screen) and deleted in the list screen with new workflow.
Enhancement:
Time Off Management:
New workflow: Approve from List screen is implemented (in all single, two-person, and three-person routing).
Enhancement:
REST API:
Added new rest api time off group profile.
Enhancement:
REST API:
Implementing Insert update delete for time off rest api.
Enhancement:
REST API:
Added Time off summary repository, controller, json and converter.
Enhancement:
Project Management:
Project List now displays the project creator.
Enhancement:
REST API:
Implemented search option for Contact Manager.
Enhancement:
Contact Manager:
Added “- none -” label and style for empty first name and last name for contact manager
list screen.
Enhancement:
General:
Info icon of each application now goes to the help file.
Enhancement:
General:
Added the new page for applications. Users will now be able to remove the left menu
completely to get extra space for content on the screen.
Bug Fix:
REST API:
Now sends the error message when there are no expense types are setup (new organization).
Bug Fix:
Projects:
Removed the yellow screen error while opening a task from projects.
Bug Fix:
General:
Fixed the issue of not displaying back and cancel buttons when redirected from other applications.
Bug Fix:
Call Log:
Fixed phone numbers drop-down loading issue on the call log.
Bug Fix:
Task Management:
Inside task details screen show the Task Assignee names.
Bug Fix:
Time Off Management:
Bug fixes in time off new workflow and mobile time off.
Bug Fix:
Time Off Management:
The Reject part in two and three-person routing (if the second or third person rejects the time off, it should go to the creator) is now working.
12.4.6 – May 17, 2025
Enhancement:
REST API:
User info now gets the full name and email separately in the task, event, and tracker lists via REST API.
Enhancement:
Settings:
Settings >> Personal Preferences >> Rest Api screen look and feel changes.
Enhancement:
Task Management:
Upgraded Task Manager and Activities tab for CRM.
Enhancement:
Task Management:
Implemented Task Preview screen (Work In Progress).
Enhancement:
Time Off Management:
Handled the Submission for the first time (from new timeoff screen) and deleted in the list screen with new workflow.
Enhancement:
Time Off Management:
New workflow: Approve from List screen is implemented (in all single, two-person, and three-person routing).
Enhancement:
REST API:
Added new rest api time off group profile.
Enhancement:
REST API:
Implementing Insert update delete for time off rest api.
Enhancement:
REST API:
Added Time off summary repository, controller, json and converter.
Enhancement:
Project Management:
Project List now displays the project creator.
Enhancement:
REST API:
Implemented search option for Contact Manager.
Enhancement:
Contact Manager:
Added “- none -” label and style for empty first name and last name for contact manager
list screen.
Enhancement:
General:
Info icon of each application now goes to the help file.
Enhancement:
General:
Added the new page for applications. Users will now be able to remove the left menu
completely to get extra space for content on the screen.
Bug Fix:
REST API:
Now sends the error message when there are no expense types are setup (new organization).
Bug Fix:
Projects:
Removed the yellow screen error while opening a task from projects.
Bug Fix:
General:
Fixed the issue of not displaying back and cancel buttons when redirected from other applications.
Bug Fix:
Call Log:
Fixed phone numbers drop-down loading issue on the call log.
Bug Fix:
Task Management:
Inside task details screen show the Task Assignee names.
Bug Fix:
Time Off Management:
Bug fixes in time off new workflow and mobile time off.
Bug Fix:
Time Off Management:
The Reject part in two and three-person routing (if the second or third person rejects the time off, it should go to the creator) is now working.
12.3.4 – Dec 31, 2024
Enhancement
:
Issue Tracker
:
REST API is implemented
Enhancement
:
Timesheet
:
List screen >> print preview >>
If there is two/three person routing >> Show the
full workflow in the print preview
Enhancement
:
Time-Off
:
Admin >> Catagories & Accruals >>
Set user accrual >> Implemented Search option
Enhancement
:
Mobile
:
Redesigned OfficeClip Mobile
Bug Fix:
Campaigns
:
When no campaigns was present then some buttons were giving yellow error
Bug Fix:
Campaigns
:
When no campaigns was present then some buttons were giving yellow error
Bug Fix:
Home Page
:
Fixed the issue where the homepage docks were not editable by some customers
Bug Fix:
Time-Off
:
Report Dates are not correct
Bug Fix:
Calendar
:
New Event selection of Regarding field was refreshing the screen
Bug Fix:
Calendar
:
Recurring events – in the calendar they were not showing up properly on the list
Bug Fix:
Invoices
:
Billing >> General settings >>
Type(timesheet/expenses) is a mandatory field but it is allowing
to go to next screen even if it was not filled up
Bug Fix:
Tasks
:
Details screen – Read only mode – Fixed the font size of start date when it was not mandatory
Bug Fix:
Campaigns
:
Detail screen >> History >> going to a note and
clicking cancel – it was giving a yellow error
Bug Fix:
Expenses
:
Admin >> Expense types Save and Next was showing only alias in profiles.
It was not showing all profile features and functions.
It showed when we clicked on Save and Next in alias
Bug Fix:
Timesheet
:
With proxy if we check-in and check-out, it was adding to proxied user.
Bug Fix:
Contacts
:
Call list > Remove – was not asking for confirmation before
and directly deleting the call list
Bug Fix:
Time-Off
:
In Email notification – End date was showing one day less
Bug Fix:
Time-Off
:
Admin >> Labels >> was not able to see the list
Bug Fix:
Documents
:
User uploaded a private document it went to the general space
Bug Fix:
Opportunities
:
New > documents – a warning message was required to show when
we clicked on Save without uploading a document
Bug Fix:
Settings
:
Entire Site >> Privileges >> Remove Users – added a warning message
Bug Fix:
Issue Tracker
:
Now shows an error message when user tries to upload without selecting a file
Bug Fix:
Emails
:
Options >> Mailing List – Was saving the list even though there was no name added
Bug Fix:
Tasks
:
Subtask Detail Screen – spacing was uneven between title and description
Bug Fix:
Issue Tracker
:
Admin – Fixed fields – List Item – Fixed the drop down width
12.1.4 – Aug 31, 2023
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
