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
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
Fix: In New Task module, if a rurring task is added without a due date then error
Fix: Clicking Save or Cancel in Issue Tracker admin screens were giving digital
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
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
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
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.,).
Fix: (Invoices) Admin >> profile >> Tooltip is showing very
Fix: (Invoices) Modified Invoice Template to print the invoice in a single
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
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
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
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
Enhancement: (General) Removed Quick Setup Guide for all applications (Also from
Fix: (General) Removed all unnecessary tooltips.
Fix: (General) Potentially dangerous error is coming when we put < > symbols
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
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
Fix: (Tasks) Task-->New task-->Regarding field-->Select any module from
drop down list-->Click on quick help--->In the screen,only error is
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.
Enhancement - Projects - Changed the project types from Yes/No to
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
Enhancement - Customer Portal - Added Busy box.
Bug Fix - SP0873 - Read-only Tasks where due date is not set now works
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
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
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
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
Bug Fix: The calendar types were not showing correct options when disabled by the
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
Issue Tracker: List of binders are now sorted by binder name.
Timesheet and Expenses: Parent child control allows punctuation character in
Bug Fix: Customer Portal - Knowledge base edit screen was not saving all the
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
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
Word Add In: Ability to edit mail merge campaign properties from
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
Bug Fix: Some email attachments were not properly getting imported.
Bug Fix: Customer Portal was unable to add issues when the issue status is
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
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
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
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
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
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
Provide secured access for your customers and partners by assigning them login and
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
Web Account Manager - Reports created for new applications, Account Manager and
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
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
Time and Expenses - Payroll item tracking and vacation tracking is
Time and Expenses - More custom fields can now be created in the time and expense
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
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
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
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
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
Calendar - A new planner for planning a meeting by looking at the busy times is
Document Management - Complete redesign of the document management. Folder
permission can now be assigned, documents can now be viewed in an explorer like
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
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
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
Contact Manager - Ability to associate emails with the contacts
General - Individual accounts can now brand OfficeClip with their own logo and
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
Release 6.7.1 - December 31, 2003
Contact Manager is enhanced to do bulk operation like bulk assign and bulk
Projects can now be assigned to each members in the group for Time and Expense
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