by Vasantha Aditya
2. March 2010 15:21
Have you wondered how you can create a knowledge base using the Web Issue Tracker in OfficeClip? Creating a knowledge base can save you valuable support time by allowing your customers to handle simpler issues themselves without repeatedly answering the same questions. Using the OfficeClip Bug and Issue Tracker you can create a new binder for the knowledge base and then make the binder available to your users at your website.
One of the advantages of creating a knowledge base using OfficeClip is that you can make both a public as well as secured knowledge base. The public knowledge base can be kept on your website for anyone to browse. The secured knowledge base can be provided to your customers and partners so that they can use it from a password protected area.
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by Admin
15. February 2010 15:18
You may want to share a document with your partner or a
timesheet report with your customer but without giving them the OfficeClip login.
OfficeClip Extranet can be used in two modes:
Public Sharing
Public Sharing allows you to share information by giving your customers a link. They can then click on the link and get the information. This is useful when you want to share many documents or show a calendar on your website. If, for example, you want to share a document with a partner, you can select the document and the extranet application will then give you a link to be sent to your customer, which when clicked will show the document to your partner.
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by Vasantha Aditya
1. February 2010 19:20
Being a small business and getting help for website creation , software development, graphics design, or copywriting from experienced professionals is sometimes a challenge. Most small- business owners do not have the time and energy to go through the often long process of interviewing professionals to find the "right fit" for temporary contract work. A customer of ours called me the other day and asked if we knew anyone who could integrate his website with a Dotnet Nuke portal . I convinced him to look online for qualified professionals to do this work.
The market for qualified online professionals is crowded, but it is easy to find someone . Most of the time, third-world professionals are as qualified as any professional you can hire locally, but you can often use many online services to find a local person if you prefer. We in OfficeClip use online professional help from time to time to complete customized work our clients require. Here are some tips that small-business owners can follow to use the online professional market efficiently.
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by SK Dutta
25. January 2010 14:58
Managing data in a remote office is often complex and challenging. Some tasks can be completed independently, but others require consolidation. Potential issues include the following:
- How are your employees billing their time?
- How are projects being implemented?
- Are problems communicated effectively between branch offices?
- Are internal issues and customer issues tracked efficiently?
- Are resources having special knowledge being used effectively by various organizations?
- Are these organizations securing all data?
- Are processes that can be tracked centrally (e.g., contacting leads via phone) be done more efficiently?
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by SK Dutta
20. January 2010 15:02
OfficeClip is now available on iPhone™ and iPod Touch®. It is available as a web application with a look and feel designed to be compatible with the UI style of the iPhone, and the following applications of OfficeClip now work on the iPhone:
- Calendar - Allows creation of meeting and group events. Recurring events are not supported.
- Contact Manager - Allows creation and management of contacts. Creation of new filters and reports are not supported.
- Account Manager - Allows creation and management of accounts. New filters and reports are not supported.
- Opportunities - Allows creation and management of opportunities. New filters and reports are not supported.
- Campaigns - View and edit campaign details. Designing new campaigns or sending campaign emails is not supported.
- Timesheets - Allows creation of new timesheets, as well as editing, submitting, and approving timesheets. Reports are not supported.
- Expenses - Allows creation of new expenses, and editing, submitting, and approving expenses. Reports are not supported.
- Task Manager - Create, edit, and manage tasks.
- Notes - Allows creation of personal and organization notes.
- Issue Tracker - Ability to create new issues, and assign and manage issues.
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by Vasantha Aditya
14. January 2010 12:55
Steve Pavent of Optimum Payments is a small-business owner who offers payment solutions to many other small businesses. Before using OfficeClip, the head office manually processed all business applications. Steve had the following requirements:
- Each agent should be able to view and edit their assigned contacts and leads, because agents are geographically dispersed and earn commissions from their sales. They have to work on the contacts they acquire and manage.
- The corporate office needs to look at all newly acquired leads and allocate them to various sales agents for further action.
- Each agent's work hours, as well as the amount of work, need to be captured.
- To maintain contact for better conversion and upselling, newsletters and periodic emails should be sent to all contacts and customers.
- All documents associated with contacts and customers need to be connected within the system.
- Careful records should be kept of all notes, events, and issues associated with any contacts.
- Business forms should be sent directly to all prospects.
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by Vasantha Aditya
31. December 2009 12:07
As a small business, you can run your business more efficiently using many products that are delivered today via SaaS (Software as a service) or locally installed. For example, you may need to:
- Manage your prospects, accounts opportunities and campaigns
- Create and send regular campaigns for your prospects and customers
- Manage customer support incidents and issues
- Track Time worked on various projects
- Track how your employees are spending time
- Track employee and company expenses
- Track internal issues
- Share documents with your offsite employees and customers
- Invoice customers
- Share calendar events and meetings with customers, prospects etc.
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by Vasantha Aditya
22. December 2009 15:53
Many OfficeClip users have DSL or Cable Internet access in their Office. Although OfficeClip provides SaaS (Software as a Service) as a hosted solution, many small business users choose to install OfficeClip at their own server for various reasons. This article shows that it is not very hard to implement this in your own small office.
One way to do this is using a VPN connection when accessing the OfficeClip server from outside your company. Many Wi-Fi router today supports this mode. However, VPN is difficult to setup for average users.
Another easy way is to open port 80 (http port) on your router and direct all incoming request to your OfficeClip Server. Follow these steps:
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by Vasantha Aditya
14. December 2009 12:20
We get a lot of questions about security for many of our applications. This blog attempts to organize all the security features in one place and explains various levels of security.
- Security between Organizations
- Privileges using Roles
- Access Control at various levels
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by SK Dutta
8. December 2009 11:32
If you do a Google search on Backup, File Replication or Synchronization software you will see hundreds and thousands of hits. I want to share with you two tools we have been using effectively for sometime that a small business can use for little or no cost.
- SyncBack - Allows you to sync your files from your computer to an ftp site. This is essentially a nice ftp backup utility with lots of options.
- DeltaCopy - It can synchronize large files very quickly by sending differences between the files in small compressed chunks.
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