In this release we have made more than 50 enhancements in various OfficeClip applications and have resolved close to 100 issues. The most important enhancements are given below:
See full release notes
Outlook synchronization has been improved. With the new synchronization module:
OfficeClip can be synchronized with Google Contacts, Calendar events and Notes.
To try this feature go to Contacts > Sync > Google Sync and enter your google credentials.
In-Place editing is now possible on the Contact Detail screen. Just hover the mouse on any fields that you want to change. An Edit link will appear on the right. Click on the link to edit the field. Some other features implemented on this screen are:
More options have been created to access some of the existing features quickly. For example:
The Tag interface has been improved. To access Tags, click on the Tag tab within any of the Contact Manager applications.
OfficeClip Supports hierarchical tags. This means that you can create two levels of tags in OfficeClip. For example, suppose you sell gold and silver currencies, your customers can be tagged with Currency > Gold or Currency > Silver. Now you can just search for all your customers who are interested in just Currency or specialzed currencies like Gold or Silver.
Preview and Print feature is now available with the Contact Manager. To access it, click on the printer icon on the upper right corner of the Contact Detail screen. It will show a Print preview of the Contact Details and allow you to pick and choose what you want to print.
This feature comes in handy when you are on the go and want to take a print copy of the contact.
We have made some enhancements to the Daily Call list.
Daily Call List can be used to create a handy list of people to call every day. It has the following features:
We have added an interface to print contact labels using the Dymo LabelWriter. In addition to the contact address, you will be able to print the bar code for the post office. To use this go to:
Note: This option can only print using the Dymo LabelWriter printer, make sure that you have one installed on your computer before using this feature.
You can now type on the Customer, Project and Service item combox box. This will make it easier to populate these fields especially when you have lots of customers and projects.
Check out the video to see how it works
A startup wizard help the user for the first time when they start working on the timesheet. This will reduce the setup time for OfficeClip timesheets
See full release notes
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Last Updated: Friday, January 4, 2019