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
Release 9.3.10 – Jul 20, 2012
Enhancement: CRM activities are now grouped as Completed and Pending and additional icons are provided to complete or edit a task or event
Enhancement: Modified clone features in the CRM module to copy all fields in implemented
Fix: Users were not getting reminders before subscription expires
Fix: Additional timesheet submission emails were going to the users
Fix: Cannot update the status of the invoice to Paid In Full
Fix: In IE9, new timesheet screen was giving error when somebody types any character in Account/Project or Task dropdown
Fix: Opportunities inline edit was not working for certain fields
Fix: Account > Activities, start date and end date was not shown properly
Fix: In New Task module, if a rurring task is added without a due date then error was coming
Fix: Clicking Save or Cancel in Issue Tracker admin screens were giving digital signature error
Fix: In Mobile > Accounts, created user and date was not showing
Release 9.3.8 – Jun 15, 2012
Minor fixes that were caused by the new release
Release 9.3.5 – Jun 1, 2012
Enhancement: (Timesheet) Added Welcome wizard to quick setup.
Enhancement: (Timesheet) New /Edit Timesheet >> Allowing search for Customer, Project and Service Items. Same thing implemented for Expenses.
Enhancement: (Timesheet) Added Welcome Screens for Timesheet.
Fix: (Timesheet) select Timesheet screen –> start date should not be today’s date, it should be one week before.
Fix: (Timesheet) Reports –> Archive –> If the Approved timesheet is deleted then an error message is displayed but here it is not clearly mentioned why it is not able to deleted.
Fix: (Timesheet) If Search is clicked and select any of the Timesheets then the menu tab changes to Auto Approve.
Fix: (Timesheet) Search–>Timesheet Submission Status –> Select any of the users Submitted timesheet and click on email, a confirmation email will be appeared, here if you click Return it shows Timesheet Reports and the menu tab shows Import/Export.
Fix: (Timesheet) Wecome screen>click on the share reports via the extranet —>Controls go to the following help page. Note: Observe this happens when clicked on Setup Accruals its going to Help Section. Send it to the Timesheet > Shared Item screen.
Fix: (Timesheet) Admin–> Service Items Account project text boxes are too small to see everything.
Fix: (Timesheet) Welcome Screen -> Click on Get paid Online–>It refreshes the screen and comes back to same screen
Fix: (Timesheet) Reports –> Click on Schedule report from the list and update the schedule and when click on Schedule Reports Button in reports screen then it can be observed that there are no reports.
Fix: (Timesheet) Admin–>Users–>Error message should come in red.
Fix: (Timesheet) Admin – Service Items – In accounts/project the drop down selection process is not goo
Fix: (Timesheet) New user–>When sumbmitted timesheet,it shows the message for time of request for that time period and which is not approved.
Fix: (Timesheet) Overtime payroll item rate multiplier does not work.
Enhancement: (Contact Manager) Added Welcome Screens for Contact Manager.
Enhancement: (Contact Manager) Implemented Google Sync for Contacts, Events, Tasks and Notes
Enhancement: (Contact Manager) Implemented Daily call list to show Last 7 Days and Next 7 Days Calls and implemented print in call list.
Enhancement: (Contact Manager) Implemented Printing contact, Standard informantion along with the related info (like notes, events etc.,).
Enhancement: (Contact Manager) Contact >> View Contact >> Tools >> Now showing Address in google map.
Enhancement: (Contact Manager) Added photo for contacts.
Enhancement: (Contact Manager) Added Social Network links for contacts.
Enhancement: (Contact Manager) Added Inline Edit for Contact Manager in View Mode.
Enhancement: (Contact Manager) Show contact work phone and company name by default in contact list report for Free users.
Enhancement: (Contact Manager) Contact >> Admin >> Fixed Field and user defined field are now organized by section and also sorted by name.
Enhancement: (Contact Manager) Contacts >> Admin >>Sorted all the fields in Admin in ascending order.
Fix: (Contact Manager) Contact–>Admin–>Fixed fields–>Configure setting–>Save and cancel button should be placed at the Top instead of bottom.
Fix: (Contact Manager) Contacts–>Related info–>Issue tracker–>New binder link not working after error message comes for the no binder.
Fix: (Contact Manager) Conversion is failing for boolean udf fields when exporting in CRM
Fix: (Contact Manager) Contacts–>Modify the contact and Press enter,deletion window is coming and it delete the contact when click on ok.
Fix: (Contact Manager) Contacts >> Admin >> Fixed Fields >> if we delete any currency which is used in any contact yellow page error is coming
Fix: (Contact Manager) Call List > Add note is giving error
Fix: (Contact Manager) Contacts–>Edit contact–>Click new–>select task–>Cancel button not working in IE9
Fix: (Contact Manager) Contact Manager – Datetime user defined fields – Not working correctly.
Fix: (Contact Manager) Contacts–>When sorting is done by number, then sorted result not coming preoperly.
Fix: (Contact Manager) Contacts–>View contact–>Compose email–>Sent email–>then we should see that email in the contact view contact–>compose email list.
Fix: (Contact Manager) Contact Manager >> Admin >> Position fields are not working correctly some time.
Fix: (Contact Manager) Contact – Admin- Related Info – If selected entity is saved then page refreshes and displays to contact list screen.
Fix: (Contact Manager) Contact–>Admin–>Custom field–>Put some “,” characters in the Field name and save–>Error message is coming ,that should be in red.
Fix: (Campaigns) Search – Search with modified date does not show any result then cancel button is not working.
Enhancement: (Invoices) Admin–>profile–>There should be remove button for the company logo.
Fix: (Invoices) Admin >> profile >> Tooltip is showing very big.
Fix: (Invoices) Modified Invoice Template to print the invoice in a single page.
Fix: (Invoices) Invoice: For every New Invoice –> New Item We can not write anything in description.
Enhancement: (Time Off) Modified TimeOff accruals look and feel.
Fix: (Time Off) List –> My Time Offs should show only mapped policies to that user.
Fix: (Time Off)There is no way to delete timeoff (those which are pending, rejected and cancelled).
Fix: (Time Off) New Request not setting time correctly…
Fix: (Expense Report) Click on Auto Approve Menu Tab and observe that screen is empty. To go back need to click on left menu.
Fix: (Email) Options–>email signature–>By default,it opens in html–>can not type on it,At the bottom,preview ,design buttons are not there.Most of the html tools are not clicking.
Fix: (Email) Block sender –>When clicked on finished button–>it should go to the options page.But it is not going.
Fix: (Email) Options–>Select the mailing list and click on the delete button–>It is not working.
Fix: (Email) Options–>Mailing List–>Create one mailing list and then click on the new mailing list. Not working!
Fix: (Email) Options–>Mailing List–>cancel button is not working
Fix: (Email) compose Email–>Use toggle snippet–>while writing the message if press space bar,it go to the html design.
Fix: (Email) Options–>Block sender–>Type characters any word but not the proper email address–>Save–>No error message is coming.
Fix: (Issue Tracker) Click on binder–>Click on printer icon–>Cancel button icon is not proper.
Fix: (Issue Tracker) Issues >> Goto any binder >> “New Filter” Button is not looking good.
Fix: (Mobile) Link not showing correctly when OfficeClip is running in different port.
Fix: (Mobile) search is not searching in all fields in CRM.
Enhancement: (Calendar) Desktop >> Calendar List GUI Modification to show 15 min interval in Day and Week View.
Enhancement: (Calendar) Implemented Agenda in calendar.
Fix: (Calendar) Import/export–Export csv–>Select date range–>It will go to mapping fields screen–>On that screen cancel button is not working.
Fix: (Reports) Gui changes of scheduling report and removed start date from scheduling report.
Fix: (Reports) Configure Field: If order of a field is changed then the change does not show in report.
Fix: (Reports)Scheduled report–>Scheduled report timing is changing .Make it to all run at 12 am.
Fix: (Reports) Custom Report: If .rdlc report is imported to Custom reports then error is coming
Fix: (Projects) Admin–>Allocate project–>When allocates the projects to the user–>then status message is not coming.
Fix: (Projects) Admin –> Allocate User –> select an account –> Remove this account/ project for any user –> it is not removing
Enhancement: (General) Removed help for some applications that are not needed
Enhancement: (General) Removed Quick Setup Guide for all applications (Also from top menu).
Fix: (General) Removed all unnecessary tooltips.
Fix: (General) Potentially dangerous error is coming when we put symbols in string
Fix: (General) Shared Items: New Share: After completing the process of sharing a particular share. it does not take back to the shared item screen.
Fix: (General) When we login as non admin and that non admin doesnt have permissions to edit contact or account or opportunity or campaign or competitor, but still can see modify button.
Fix: (Homepage) Business centre links are not working.
Enhancement: (Campaigns) Adjust Design button in campaign view screen.
Enhancement: (Campaigns) Tags Suggestion–>Arrangement of the tag group should be alphabetic order and tag group name should be bold.
Fix: (Campaigns) New campaign–>Created additional date field and can see on the campaign list–>then if description is more ,then it need to adjust description column,so that added field can adjust well.
Fix: (Campaigns) Related Info Of CRM–>Campaigns, Notes, Issues –> delete button not working.
Fix: (Campaigns) Campaign–List – Spelling mistakes in dates for IE 9
Enhancement: (Users) Import/export–>Import–>CSV file–>Do not browse the file–>click on import–>No warning message is coming
Fix: (Users) Notice–> Click spell check–>when spell check says complete spell check,then busy image stays active.Even if spell check pop us window goes,busy image stays active in officeclip. Dutta suggested to remove spell check here.
Fix: (Users) Search–>Search the result–>when result comes ,click on the cancel button–>It is not working.
Fix: (Extranet) Admin–>Click on edit button–>popup window is coming.
Fix: (Competitor) help–>Not showing up
Fix: (Competitor) View Competitors- Cancel is taking to Import/Export screen when clicked from Excel Icon.
Enhancement: (Tasks) Allowed task to have write and delete permission even if it is created by someone else. Added a delete popup when the delete button is clicked
Fix: (Tasks) Task–>New task–>Regarding field–>Select any module from drop down list–>Click on quick help—>In the screen,only error is written.
Fix: (Tasks) Error when setting reminder for task that is created by someone else. Error: The time zone ID ” was not found on the local computer.
Fix: (Account Manager) Edit account –> Annual revenue -> Editing box is displayed after editing.
Fix: (Account Manager) Edit account–>Child opportuinity–>Click on new opportunity–>Save and cancel button shifted to centre.
Fix: (Account Manager) Related info–>Though putting up email address and send–>error message is coming.
Fix: (Home Page) when first time click on home page it is giving yellow screen (Saying Access to the file is denied).
Fix: (Home Page) Help in Home page is not taking to the correct page.
Fix: (Opportunity) Do not put the title, and click on the save–>At the bottom,parent account’s select and clear button vanishes.
Fix: (Announcements) New announcement–>Save button look and feel is not proper.
Release 9.1.17 – Sep 27, 2011
Enhancement: Added Attachments in campaign design screen
Fix: Contact >> View Contact after creating new contact… Convert button is not showing
Fix: OfficeClip Login Page(Default.html) if Unchecked, the “Save my Login ID on this machine” it preserves the state for the next time.
Fix: In contact manager reports, parent Account name is showing as integer
Fix: Time off–>Reports–>Normal user–>edit the report –>select the filter–>select the timerange and apply–>object reference error is coming
Release 9.1.16 – Sep 1, 2011
Bug: Cannot export accounts if any boolean field exists
Release 9.1.11 – Jun 26, 2011
Enhancement: New Application, Time Off, can be used to manage Paid Time Off for employees
Enhancement: Users can now select how many contacts they want to see in a page
Enhancement: Invoice currency now works for countries other than US
Enhancement: Login Screen messages modified so that site administrators can show multiple message types on the login screen
Enhancement: OfficeClip is now separated as Enterprise Edition and Professional Edition. Free Edition still remains.
Enhancement: Codebase changed to Microsoft.Net 4.0 framework
Bug: Mobile Version, when trying to create an empty note, an error is shown
Bug: In the latest FireFox browser some buttons shows up overlapping
Release 8.2.5 – Dec 4, 2010
Enhancements: Invoice application now supports ACH processing, CVV2 verification and many other features.
Invoice application supports google checkout
Enhancements: Accounts can now see invoices as related data
Enhancements: Campaigns can now be created using the MS Word(R) and sent using OfficeClip using the mht format
Enhancements: Tags are now moved to a different area in contact detail to make is easy to view and change
Enhancements: Contacts fields can now be hidden or moved across any section
Bug Fix: Status search is not working on invoices
Bug Fix: OfficeClip Mobile – Creating private notes is not saving in OfficeClip
Bug Fix: Report scheduling is not sending the reports daily at the correct time
Bug Fix: Opportunities – Search feature not working on certain fields
Bug Fix: Calendar extranet link not seen in all cases
Bug Fix: Portlet search button is now working correctly
Release 8.2.4 – Aug 16, 2010
New Application: Invoices – Allows you to create invoices from within OfficeClip and your customers to pay for the invoices via extranet (Beta)
Bug Fix: Incorrect Mobile Link going to some users
Enhancement: Added a new build number to the OfficeClip Version Number
Release 8.2.3 – Mar 22, 2010
Enhancement: Login screen look and feel modified.
Enhancement: Added Tags and Tag Groups to the Contact Manager. Accounts, Opportunities etc.
Enhancement: Added more colors as labels to specify various events in the calendar
Enhancement: Contact Search and Filter now works together to implement search within filtered contacts
Enhancement: Blackberry and Droid phones are now supported in OfficeClip Mobile
Enhancement: Added an ability to restrict user from creating duplicate timesheets for the same period
Enhancement: The login screen header and footer the site header can now be edited using the html editor
Enhancement: Allowed Auto Approve in timesheet and expense to be controlled via Role Privileges
Enhancement: Implemented duplicate management in Contact Manager
Bug Fix: Fixed Error while importing Tracktime to timesheets with the options that are already in the timesheet.
Bug Fix: Fixed Cancel Button that gave error in Project–>Admin–>Allocate members.
Bug Fix: Fixed Error that occured while exporting contacts to ocXML if any of UDF is DateTime.
Bug Fix: Removed validation while deleting a Rule condition in Timesheet -> Admin -> Rules
Bug Fix: Calendar Event description now allows 4000 charecters.
Bug Fix: Fixed Error that did not allow users to enter new list values in State and Country fields for Contact Manager.
Bug Fix: Added an error message if the organization name is empty in Contacts -> New Contact -> Organization Viewer -> Click on save without any name.
Bug Fix: Busy Image stays in IE7 in Opportunities -> Admin -> Contact Role -> Add New -> Insert.
Bug Fix: Validation added for Contact -> Admin Rules -> Add New -> “if Field value has” condition.
Bug Fix: User is trying to add a udf field of type bool in Account and getting the error on the screen
Bug Fix: If User Timezone and Server Timezone are different then, Task Dates are not correct in CSV export(Timesheet -> Import/Export -> Bulk Timesheet Export)
Release 8.2.2 – Jan 8, 2010
Bug: In rules screen there are two column heading that has the same name action.
Bug: The backup is hanging after the system given an error message saying that some file could not be accessed
*New Application: OfficeClip for Mobile Users (currently IPhone and IPod touch)
Bug: Problem emptying email folder
Enhancement: RDL report paper size has to be configurable, In export and print
Enhancement: Issue Tracker Track time Report… Added another field to show hours fraction of tracktime duration in: Tasks tracktime, contact / account tracktime and, issue tracktime reports.
Enhancement: Added a tree view navigator to OfficeClip setup
Enhancement: Added coded Paper sizes in report print settings.
Bug Fix: Users getting reminders for renewal unnecessarily.
Enhancement: Added capability for making four more sections for contact manager udf.
Bug: When creating the divisions and when going to the ogranization drop down list, the created divisions is not updated unless we refresh it.
Release 8.2.1 – Nov 1, 2009
Enhancement: Redesign of the Dashboard and Consolidation of Home Page and Desktop application.
Enhancement: Ability to filter on empty fields in Contacts Manager.
Enhancement: Better Organization of Timesheet and Expense profile screens.
Enhancement: RDL Report now allows end users to choose filters.
Enhancement: Document manager now recognizes extensions such as docx, xlsx etc.
Enhancement: All Organization, This Organization and Private Views are now available for tasks.
Enhancement: RDLC Report to track the number of days each issue has been open.
Enhancement: Ability to automatically send emails to the people who has not submitted their timesheet. (Can be configured in profile screen from Admin)
Bug Fix: Send email on new registration screen was not working sometimes.
Bug Fix: UDF date format in issues list screen is not according to the regional settings.
Bug Fix: Time and Expense column/row total is incorrect for negative numbers.
Bug Fix: If some RDLC reports are shared then when deleting the shared report warning must be shown.
Bug Fix: Deleting an account from AccountList page in Timesheet > Projects.
Bug Fix: User friendly error message when send email is failed while creating new issue. (in Extranet)
Bug Fix: About Box in OfficeClip hosted version gives incorrect information to the user.
Bug fix: In calendar,create/edit next month event and cancel,then it comes to current month.
Bug Fix: Non admin should not see the admin button in extranet.
Bug Fix: Daily Calendar switch between 24 hrs and Business Hours format should be persistent.
Bug Fix: error in BulkApprove, when comments are present in expensesheets.
Bug Fix: Extranet > Share list > Click on the delete all then after refreshing the screen, items get deleted.
Bug Fix: calendar > new event > When changed start time then end time does not change.
Bug Fix: Time incorrect when sombody double click on the calendar to enter time.
Release 8.1.5 – Sep 5, 2009
Enhancement: Redesigned TrackTime features. Now the tracked time can be imported in the timesheet.
Enhancement: Redesigned Calendar features. We changed The complete user interface.
Enhancement: Changed Design of the Campaign user interface.
Bug Fix: In Contacts if a shared report is deleted without deleting the Share then Extranet user gets the friendly error message.
Bug Fix: Only Applications Allowed for users can be accessed using Quick create.
Bug Fix: When a contact is deleted its corresponding notes are also deleted now.
Bug Fix: Disabling parent applications will not disable the child appilcation.
Release 8.1.4 – Jul 26, 2009
Enhancement: Redesigned Extranet features.
Enhancement: Issue Tracker Field value change rules are applicable to New and Edit triggers.
Enhancement: Added Clone feature in Contact Manager, Accounts and opportunities.
Enhancement: Changes in the regarding control. Information about selected regarding field is shown as a tooltip.
Bug Fix: Cannot copy UDF field correctly when doing CSV import and export.
Bug Fix: Issuetracker email format is modified (displayed as table.)
Release 8.1.3 – Jun 27, 2009
Enhancement: new Report (using Microsoft RDL) implemented. Existing Crystal reports are still available using the Old Reports link.
Enhancement: Ability to send or resend, failed or selected mails in Campaign Email history added.
Enhancement: Issue Tracker attachments screen, upload and finished two buttons are now there
Enhancement: Issue Tracker – grid pager tooltip created
Enhancement: Contact Manager: new fixed field “website” is added
Enhancement: In Timesheets and Expenses, Search is included in button bar.
Enhancement: Calendar invitation e-mail includes timezone information.
Bug Fix: Issue Tracker Binder List list now displays Last Issue Entered date / time, in local time zone.
Bug Fix: Timesheet print preview layout when popup screen is maximized fixed.
Bug Fix: Fixed issue where one cannot move open cases from one binder to other.
Bug Fix: Issue Tracker – cannot copy UDF information from one binder to other.
Bug Fix: Approver cannot see the expense in report.
Bug Fix: Trouble saving timesheet (displays wrong text when there are no durations filled).
Bug Fix: Under certain situations some expense reports could not be edited
Bug Fix: Issue Tracker rules module sometimes sends multiple emails
Release 7.6.4 – June 8, 2008
Changed the Timesheet preview screen format
Added access rules for the Contact Manager
Added escalation rules for the Issue Tracker
Release 7.6.2 – May 24, 2008
Minor enhancements in the rules infrastructure and payment reimbursements.
Release 7.6.1 – May 17, 2008
Enhancement: Implementation of a new and flexible rulebase system for issue tracker and timesheets.
Enhancement: Timesheet and Expense previews can now show comments.
Enhancement: Track Time reports are now implemented using Crystal.
Enhancement: Timesheet Export now shows the payroll column.
Enhancements: Added two new portlets: one to see recently uploaded documents and other to see new members.
Enhancements: Implemented Payment Processing module to keep track of expense reimbursements.
Bug Fix: SP0828–>After removal of application from site application,goto tool and click on the application,error is coming
Enhancements: Time and Expenses: Added a tick-mark (in edit expense and edit timesheet) if the detail is available for expenses and timesheets.
Bug Fix: Sometimes announcements shows html tags at the description (especially if the announcements are done by cutting and pasting from another program).
Enhancements: Created a custom code installer for OfficeClip.
Bug Fix: Expense Preview (and timesheet preview) screen is now showing all the comments.
Enhancements: Added payroll column in timesheet export.
Release 7.5.13 – May 4, 2008
Enhancement: Changed display order from ascending to descending order.
Bug Fix: When the parent account of the opportunity is selected as empty, an error is shown
Bug Fix: SP1233: In the officeclip.com ,when we edit the meeting event and click on manage attendee,error is coming
Bug Fix: In some cases the expense report (while saving) is giving error
Bug Fix: Contact Manager, for filters and reports done with date type udf field is giving incorrect result.
Bug Fix: SP1105: In extranet the busy box is coming whenever the reports are exported
Bug Fix: SP1005 – Contact manager is not remembering the page number when returning from the details/edit screen. Note: This should be tested extensively
Release 7.5.12 – Apr 19, 2008
Enhancement: Issue Tracker – The Project List screen buttons code is modified.
Enhancement: Demo – Demo now goes to the correct application from the landing page and the cookie is also maintained to make sure that the Quick Start page is shown first time to the user.
Bug Fix: Contact Manager – Birthday Report is not showing address correctly.
Bug Fix: Member does not get deleted when he/she is a member of a division. It also did not show the error message…
Enhancement: webresource is now used to cache most javascript (including timesheets)
Enhancement: Removed the Please Wait message from the application.
Bug Fix: Issue Tracker – Report and Extranet form giving problem for complicated reports.
Enhancement: Demo account now has its data refresh periodically and automatically.
Bug Fix: Time and Expenses – Workflow – Setup screen does not come correctly in some browsers.
Release 7.5.10 – Apr 6, 2008
Enhancements: Updated the Outlook interface so that it can interact with any Outlook folders
Enhancements: Web Service interface for issue tracker implemented.
Bug Fix: SP1241: Text on grid is aligned to the center instead to left.
Bug Fix: SP1228: Members–>Setup SMS–>Radio buttons were not behaving properly.
Bug Fix: SP1229: Issue Tracker -> Detail -> Some labels are not showing in bold.
Bug Fix: SP1235: When there is only one member(Admin) in the organization then there is delete option in front of the member name.
Release 7.5.9 – Mar 23, 2008
Enhancement: Added SMS messaging to OfficeClip
Bug Fix: Offline Time Expenses – All expenses coming on the same line in OfficeClip
Release 7.5.8 – Mar 10, 2008
Bug Fix: When a submitted expense report is edited, the customer/project shown is not that of the person who created it.
Bug Fix: Incorrect error message when the user is being added to another organization.
Release 7.5.7 – Mar 1, 2008
Enhancement: Added a birthday report in contact manager
Bug Fix: Members could not be added to the department.
Bug Fix: Timesheet and Expense saving routine in Offline Timesheet & Expense
Enhancement: Added constants for the version control of the addins
Bug Fix: Some users were not able to access extranet because extranet used url instead of the internal path
Bug Fix: Member image was not updating correctly
Bug Fix: SP1163: Quick Create–>Events, save and cancel buttons are not working
Bug Fix: Account:Project and Service items are showing in bold in Mozilla
Release 7.5.6 – Feb 9, 2008
Timesheet -> Profile: Proxy and DCAA are off by default
Bug Fix: SP1014 – Address book information is not getting saved
Bug Fix: SP1180 – Photo album spellchecker font is now fixed
Bug Fix: Issue Tracker – Having : character in the binder name causes problems
Changed the “project” label to “binder” in contact children for issue tracker
Enhancement:A new demo login system is created
Enhancement: In OcTools added a capability to run sql functions
Enhancement: Quick share implemented in demo
Enhancement: Moved the help button to menubar and added the extranet to the toolbar. Also changed all “customer portal” to extranet
Bug Fix: Quick event create will not taking off the pop-up screen
Enhancement: Created and ability to change member address and payroll information in the timesheet and expenses software.
Release 7.5.5 – January 20, 2008
Bug Fix SP1153: Customer Portal – The issue tracker form save button is slow to respond.
Enhancement SP1128: Screen look and feel for New Expense and Edit Expense screen.
Bug Fix SP1091: Application documents are appearing twice in Document -> Admin -> Application Documents.
Bug Fix SP1078: Look and feel for document space bar is fixed.
Bug Fix: Font screwup on the create workflow screen.
Enhancement: Ability to control how many days backward and forward, time and expenses can be entered..
Enhancement: Implemented Timesheet Proxy for the administrator.
Release 7.5.4 – December 23, 2007
Added payroll categories in the web services.
Created functions so that privilege functions cannot be executed from the DEMO account.
Bug Fix: Non administrators are no longer able to approve the timesheets.
Enhancement: Newly added projects now shows up on everybody’s timesheet by default.
Release 7.5.3 – December 9, 2007
Bug Fix: Fixed mobile contact manager screen look and feel.
Enhancement: Added support for Timesheet web service interface.
Bug Fix: udf field of type account not getting deleted.
Quickbooks mapping panel position readjusted.
Removed the chat interface.
Release 7.5.1 – November 25, 2007
Bug Fix: Customer Portal Report Problems that was introduced in 7.4.4.
Enhancement: Modified the Evaluation header to incorporate the chat, user feedback and buy link.
New Program: Contact Manager Mobile beta.
Release 7.4.4 – November 17, 2007
Enhancement: Changed the code for faster loading of web pages
Bug: Email attachment were not opening correctly for some file types
Release 7.4.3 – November 04, 2007
Bug Fix: Individual Timesheet preview error.
Bug Fix: Web Service error in Outlook Add-in when using the Regarding field
Enhancement: Created a Site Header so that customers can put their own logo and header
Enhancement: Added more reports to the customer portal and fixed the customer portal bug
Bug Fix: Site Administrators was not able to delete users from the site
Release 7.4.2 – October 28, 2007
New Product: Outlook Add-in for OfficeClip beta released.
Enhancement: The large text in the contact edit screen now comes in 45 columns instead of 70 columns.
Bug: MW1102, JN1097 – Expense detail (airfare, hotel etc. is showing empty screen)
Bug: SD1095, SP1098 – Not able to change the customer portal url correctly in the rich text control.
Bug: SP1099: In the customer portal when we send email to public user the space in between the email addresses gives error.
Bug: SP1093: all day event showing incorrect date
Bug: JN1089: Calendar event: URL does not show when viewing the event.
Bug: SP1090: Fixed the busy box on the customer portal screen
Enhancement: Customer Portal item list screen now shows the creator name and date created. Also, users will not be able to see other user’s items. Only admin can see all items.
Release 7.4.1 – Not Released
Enhancements: Created a checksum function to remotely test if all files are correct and also to remotely download only changed files.
Release 7.3.4 – October 20, 2007
Fixed: Cancel button in Time and Expense -> Admin -> Manage -> Preview not going to the correct place.
Enhancements: Modifications to the web service to support Outlook Add In.
Fixed: JN1083 – Quick event calendar icon is not working.
Fixed: SD1081 – Forums now allows messages longer than 2000 characters.
Fixed: JN1080 – Documents: Changed the default option while uploading.
Fixed: SP1077 – Document -> Admin -> Application Documents, when trying to open the document in the list.
Enhancement – Contact Manager: made the address size to 40 characters.
Release 7.3.3 – September 29, 2007
Bug Fix: Fixed email problem with Yahoo.
Enhancement: Created help file to setup Yahoo account.
Bug Fix: SD1050 – Importing contacts in the contact manager via csv is truncating email address.
Bug Fix: JN1028 – Email sent folder is not getting formatted correctly.
Bug Fix: Address Book – Was not preserving url and country.
Bug Fix: Account Reassignment – Does not show name in correct order.
Bug Fix: JN1051 – Modified date is not accurate when a document is edited and uploaded again.
Release 7.3.2 – September 08, 2007
Bug Fix: SP1042 – Contact Publish From, dates are not filled in correctly.
Bug Fix: JN1037 – Email attachment not going correctly while forwarding emails.
Bug Fix: Customer Portal – Knowledge base was not showing the scroll bar.
Bug Fix: Service Item screen gives error for long lists.
Release 7.3.1 – Not Released
Release 7.3.0 – August 07, 2007
Enhancement – OfficeClip Express is implemented, It provides limited features for free without any restrictions on the data and the number of users.
Changed the default evaluation license from 5 to 25 users.
Release 7.2.5 – July 28, 2007
Bug Fix: SP1011 – Customer Portal giving error when returning from the expense report to customer portal home.
Enhancement – Implemented LDAP authentication (see the setup.pdf file for details).
Bug Fix: SP1002 – Paging in Archived Binder is not working.
Bug Fix: SK1001 – Customer Portal issue entry title only holds 60 characters
Enhancement – SD0997 – Added the ability so that online users can modify the login page
Enhancement – Modified the upload folder path throughout the application
Enhancement – Changed the busy image
Bug Fix: SD0996 – Fixed the knowledge base module of customer portal in terms of its iframe scrollbar and the data
Enhancement – Improved OcTools.exe so that it can now make changes to the web.config file easily
Release 7.2.4 – July 14, 2007
Bug Fix – SP0994: Timesheet preview, the cancel button was giving an error.
Bug Fix – SP0992: deleting user from site -> deleteuser should not be permitted for sole site administrator or sole administrator.
Enhancement – Upload folder no longer depends on the virtual directory. Instead absolute path is used that can be changed in the web.config file.
Enhancement – Applications can now be disabled per role (in addition to per user).
Release 7.2.3 – June 30, 2007
Bug Fix: Problem when validating the required field of contact manager, accounts, opportunities for dropdown list fields.
Bug Fix: Can only view details of the first project.
Bug Fix: A dispose function is added in crystal report routines so as to fix the “Report cannot be loaded” bug.
Release 7.2.2 – June 16, 2007
Minor Enhancements
Release 7.2.1 – June 2, 2007
Enhancement – Site Wizard – Added a site wizard so that the site administrator can setup various parameters after installing OfficeClip.
Enhancement – Opportunity – Separated privileges of opportunity from Accounts.
Bug Fix – Email – Mailing list code updated.
Bug Fix – Notices – Added tool tip to show notices for Firefox users.
Release 7.1.9 – May 26, 2007
Enhancement – Calendar – Calendar now remember date from the new event screen and takes to the particular date in the calendar list screen (CT0910)
Enhancement – Customer Portal – Changed the look and feel of the Admin screen
Enhancement – Added Regional Settings – Users will now be able to change the display and input format of date and time.
Release 7.1.8 – May 12, 2007
Enhancement – Time and Expenses – Timesheet and Expenses now can be viewed for one organization or all organizations.
Enhancement – Projects – An option is added to select active projects or all projects.
Enhancement – Notes – In the list screen full name was not coming.
Enhancement – Projects – Changed the project types from Yes/No to Active/Archive.
Bug Fix – Customer Portal – In customer portal user list the second page was getting cut off.
Bug Fix – Tracker – Creation of new notes is giving some problems.
Release 7.1.7 – May 5, 2007
Enhancement – Contact Manager – Modify screen has been compressed to look better.
Enhancement – Customer Portal – Added Busy box.
Bug Fix – SP0873 – Read-only Tasks where due date is not set now works correctly.
Bug Fix – SP0868 – Some document icons were not correctly visible.
Release 7.1.6 – April 28, 2007
Bug Fix SP0856: Issue Tracker – cases when filtered by owner is not working properly.
Bug Fix: Timesheet – Problems with timesheet with comments corrected.
Bug Fix: SD0843 – Bug in Members – Notice persistence fixed.
Bug Fix: SP0866 – Issue Tracker – Attaching file with apostrophe character is showing blank window.
Bug Fix: SP0837 – Switch the toolbar correctly when category is passed
Bug Fix: SP0860 – When a member is removed, all outstanding issues are supposed to get allocated to the person that is removing the member.
Word Add-in: Changed dropdown list so that user is prevented from editing it.
Release 7.1.5 – April 10, 2007
Enhancement: Added “Please Wait” message when the page loads.
Enhancements: User Timezone change now do not need extra login.
Enhancements: Quickbooks task screen is now alphabetically arranged.
Bug Fix: Issue Tracker – Search on assigned field is not giving correct result.
Bug Fix: Email signature was not saving correctly.
Bug Fix: License expiration notice error.
Bug Fix: Customer Portal – Unable to work with secured SSL Layer.
Bug Fix: Customer Portal – Knowledge base information was not getting saved.
Bug Fix: The calendar types were not showing correct options when disabled by the role manager.
Bug Fix: Login setup screen now does not show up in OfficeClip Online.
Bug Fix: Timesheet approval and rejection email messages were not sent.
Bug Fix: DCAA approval mode forces users to enter comments in all cases.
Release 7.1.4 – April 1, 2007 (Not Released)
Word Add-in: Added feature to allow updating of both campaign name and description.
Issue Tracker: List of binders are now sorted by binder name.
Timesheet and Expenses: Parent child control allows punctuation character in them.
Bug Fix: Customer Portal – Knowledge base edit screen was not saving all the values properly.
Release 7.1.3 – March 10, 2007
Added OCBackup.exe – A database backup and restore program that backs up and restores the OfficeClip database and transaction logs.
Bug Fix – Issue Tracker list screen does not preserve the page number when coming back from the edit screen.
Release 7.1.2 – March 3, 2007
Bug Fix – Email capture not working in issue tracker correctly.
Bug Fix – In the Email list screen, the bottom drop down box is not saving emails to proper folder.
Bug Fix – Paging in the individual expense report is not working correctly.
Release 7.1.1 – February 25, 2007 (Not Released)
Word Add-In: Delete and Modify features added to the mail merge campaign.
New Application: Punch Clock – An application to track when an employee goes in and out of the office.
Added Mail Merge templates to Campaigns. Mail Merge Templates can be created using MS Word.
Word Add In: Ability to edit mail merge campaign properties from OfficeClip.
Bug Fix: Some of the user list in contact applications were showing extranet users in addition to members.
Customer Portal: Documents can now be attached with the customer portal case input screen (both public and secured).
Release 7.1.0 – February 17, 2007
Implemented Microsoft Word add-in module for OfficeClip Contact Manager.
Bug Fix: Timesheet Export is not exporting the timesheet for semi-monthly timesheet. Only first seven days were getting exported.
Added Mail Merge templates to Campaigns. Mail Merge Templates can be created using MS Word.
Bug Fix: Some email attachments were not properly getting imported.
Bug Fix: Customer Portal was unable to add issues when the issue status is unspecified.
Bug Fix: Contact Manager screen was unable to return from Add Notes.
Bug Fix: Editing System Template was giving error.
Bug Fix: Inserting an issue was not inserting the user-defined-fields.
Bug Fix: Contact Manager – Notes children were not going to the next page.
Release 7.0.8 – January 13, 2007
Bug Fix: Expense reports query modified to provide better result.
Calendar now persists organization types across all its screen.
Bug Fix: Editing the edit screen of contact manager / account is giving error.
Bug Fix: Clicking on the To, Cc and Bcc link on email is giving error.
Bug Fix: After visiting the tracker import/export, visit to any other tracker screen is giving error.
Bug Fix: OcTools is not resetting the site administrator password.
Release 7.0.7 – December 31, 2006
Bug Fix: Group bookmark was not launching.
Bug Fix: Extranet documents were not launching from folder.
Release 7.0.6 – December 21, 2006
After login, the user now goes to last application that the user was when logged off.
Created the OfficeClip API.
Bug Fix: Under certain circumstances sometimes emails are not getting downloaded from the server.
Setup -> Grant/Revoke Site Privileges, icons changed as the previous icons were creating confusion with some users.
Time and Expenses – Made the new timesheet and edit timesheet screens load faster.
BUG Fix: Accounts cannot be edited in some configuration.
Created a new tool for the site administrator (octools.exe) so that they can change their password from outside officeclip.
Release 7.0.5 – December 02, 2006
Setup program modified so that in windows 2003, if the .net management api is not installed, setup can still continue.
Bug Fixed: The user manager was not showing up if a name starts with a numeric character.
Bug Fixed: If the home page is disabled, the user was unable to logon because they cannot get to it.
Release 7.0.4 – November 27, 2006
Migration code from 6.9.9 to 7.x updated.
Fixed the setup program so that sqlexpress is not installed automatically.
Added code to write system state on the setup log file.
Added more icons for file types in the document management.
Added support to run on 64-bit machine.
Release 7.0.3 – November 20, 2006
Timesheet screen made faster by modifying the parent child control.
Organization dropdown box now shows organizations correctly (Fix).
Changed the text department to division on setup screen (Fix).
Implemented a program (OcDbUpgrader.exe) to convert OfficeClip 6.9.9 to 7.*.
Changed the OfficeClip database installation instance from OfficeClip to OfficeClip7 (for new installation only).
Release 7.0.2 – November 12, 2006
Account can now be added to the contact manager modify detail screen.
Changed the login screen (added the knowledge-base link).
Tracker application, new note screen shows the left bar correctly (Fix).
Folder permission is now getting modified (Fix).
Avoid duplicate user entry in extranet (Fix).
Extranet footer can no longer be changed from the admin screen.
Lookup field of the contact manager (organization edit) is now editable.
Added more indexes for optimizing the database.
Release 7.0.1 – November 1, 2006
Minor enhancements in features.
Added code for seamless transition from 6.9.9.
Release 7.0.0 – October 15, 2006
New Feature – OfficeClip Customer Portal, provides secured access of OfficeClip information to your customers and partners.
Complete redesign of the user interface.
Release 6.9.9 – January 05, 2006
New Application – OfficeClip Extranet, provides secured access of OfficeClip information to your customers and partners.
Create public website for your customers and partners so that they can access limited information.
Provide secured access for your customers and partners by assigning them login and password.
Release 6.9.8 – October 05, 2005
New Application – Account Management (beta) – bundled with Contact Manager. Existing users of OfficeClip Premium Suite or Contact Manager will need to get a new license for this application.
Web Account Manager – Reports created for new applications, Account Manager and Opportunities.
Web Opportunity Tracking – New application added to the Account Manager.
Contact Manager – New reports are available for higher detail.
Timesheet and Expense – client management is now integrated with the Account Manager, enabling tracking of issues, emails, opportunities, events and tasks for each client.
Timesheet and Expense – A new set of reports called Raw Reports allows raw exporting timesheet and expense report data.
Web Bug & Issue Tracker – Case lists can now be color-coded.
Web Bug & Issue Tracker – Cases can now be captured via email.
Release 6.9.7 – June 05, 2005
Time and Expenses – Tasks can now be created based on projects
Time and Expenses – Workflow history is now shown on the timesheet, expenses and individual timesheet reports
Time and Expenses – Biweekly, Semimonthly and Monthly timesheets can now be created
Time and Expenses – Payroll item tracking and vacation tracking is implemented
Time and Expenses – More custom fields can now be created in the time and expense reporting module
Time and Expenses – Missing timesheet warning can now be sent to the members
Time and Expenses – Ability to change the currency from the new expense screen is implemented
Release 6.9.5 – April 02, 2005
Minor Enhancements and fixes
Release 6.9.4 – March 4, 2005
Bug & Issue Tracker – Detailed report now shows complete Description Comments and Resolution
Bug & Issue Tracker – Multiple notes can be added with each issues
Bug & Issue Tracker – Now supports data import from csv and xml files
Contact Manager – Issues from the issue tracker can now be linked with contacts
Contact Manager – A new module called campaign has been added. This will allow users to create their own campaigns
Contact Manager – The order of the contact fields in the view contact screen can now be adjusted
Contact Manager – Contact information can now be imported from a web page whenever user fills out an webform
Calendar – Attendees calendar are now set to tentative as soon as the meetings are allocated
Calendar – A new planner for planning a meeting by looking at the busy times is added
Document Management – Complete redesign of the document management. Folder permission can now be assigned, documents can now be viewed in an explorer like interface.
Timesheet and Expense – Reporting interface is improved and more reports are added. New Expense Reports are created, client and project reports are added, also a report to get a dump of all the inputted values are added.
Timesheet and Expense – Rates and Costs can now be allocated for each employee for all customers
Timesheet and Expense – Project Allocation can now be done by project or by employees
Timesheet and Expense – Expenses can now be added in foreign currencies
General – Created a privilege so that users of a certain role will not be able to see the identity of other users.
Enterprise Manager – A link on enterprise manager will allow users to buy software directly from the enterprise manager.
Release 6.9.3 – August 16, 2004
Two more themes added (Apple Green and Rhino).
Contact Manager can now have multiple notes.
More options added in Time and Expense reporting.
Release 6.9.2 – July 16, 2004
Task – Ability to track time spent on doing each task.
Bug & Issue Tracker – Ability to track time spent on working on each issues.
Contact Manager – Ability to track time spent on working on each contacts.
Task – Can now be assigned to multiple people in the group.
Issue Tracker – Knowledge base generation tool is improved.
Email – Ability to retrieve emails on start.
Email – Copies all emails going out to sent folder by default.
Documents – Bulk upload feature implemented.
Documents – Documents can now be attached in individual applications from the document management system.
Help – All help files are enhanced. Also, help files can now be printed from pdf format.
Contact Manager – Ability to associate emails with the contacts
General – Individual accounts can now brand OfficeClip with their own logo and advertisements.
Timesheets – Time can now specified as hh:mm as well as hh.mm format.
Enterprise Manager – New option created to change logos and banners.
Contact Manager – Company name is now increased to 255 characters
Release 6.9.1 – May 30, 2004
Rules can now be assigned to the timesheets.
OcTools (in OfficeClip) can now backup and restore database.
Release 6.8.2 – April 8, 2004
All tracker projects can now be assigned permissions based on user roles.
Enhanced login screen.
Ability to deactivate applications across all groups.
Ability to remove the top logo bar.
Release 6.7.2 – February 15, 2004
Bulk assign/delete in Contact manager enhanced to include “Delete all/Reassign all” in filter view.
Enhanced user-defined tracker reports.
Tasks/Calendar events created from Contact Manager now show contact info in the task/calendar.
Release 6.7.1 – December 31, 2003
Contact Manager is enhanced to do bulk operation like bulk assign and bulk delete.
Projects can now be assigned to each members in the group for Time and Expense Reporting.
Reports look and feel are modified.
Release 6.6.1 – November 16, 2003
Office Agent application is now known as the User Manager
Tracker application is now known as Bug & Issue Tracker
