Welcome to the major release of OfficeClip. In this release we have closed more than 100 issues and also did numerous enhancements. The most important enhancements are given below:
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The ability to follow through each contacts after they are entered is a key requirement of successful sales.
The new workflow module allows you to set rules for the contacts and customers that triggers automatically after a predetermined intervals. The following actions are currently supported:
We have added two new ways to link your documents to OfficeClip CRM. In addition to uploading documents you can now create shortcut from the OfficeClip document repository and link to an arbitrary document on the web.
OfficeClip CRM provides a campaign designer that allows you to design your campaigns in WYSIWYG format and lets you include images and other media. It also provides a way to include campaigns designed using Microsoft Word.
The campaign interface is redesigned and a photo album application is added. You will now be able to store your logo or commonly used photos with campaign in the album and include them when needed.
Photos can now be uploaded to OfficeClip and sent via campaigns. the photo album also provides some Standard editing capabilities like zoom, flip, text insertion etc.
Time and expenses billed to the projects can now be invoiced using the new
The billing wizard allows user to select accounts, users and date. It then gives the user ability to select how much detail they want their invoice to be presented.
The project list screen is redesigned to make it easier to search for projects. Also, the following new fields have been added to the project:
In compliance with the Defense Contract Audit Agency (DCAA) regulations, OfficeClip timesheet provides a mode to enable various auditing features of DCAA.
Administrators are now able to see the DCAA violations as part of the timesheet history.
We have received some feedback from our users regarding ability to go to the view mode when an issue is clicked on the view screen.
We have now provided two options:
OfficeClip extranet allows you to create a customer portal for sharing information with your customers and service providers. The following changes were made:
To make it easier for our users to login to OfficeClip using smart phone, we have added QR codes in few places
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Last Updated: Friday, June 7, 2019