Web Issue Tracker allows you to publish an email address so that your customers and prospects can report issues to the tracker via email. The following features are available:

• Email Attachments are converted to documents in the issue tracker and linked with the issue.
• The subject line of the email is imported to the Title of the issue of the body of the email is imported to the description of the issue.
• Defaults can be set for the issues created from the email.
• The scan rate of the POP account can be controlled.

(Read More...)

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.

(Read More...)

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

(Read More...)

Keeping track of clients, appointments, old tax returns and receipts is sometimes difficult to manage in a conventional way. Different applications in OfficeClip provide a way for Accountants to be more productive. This avoids having to maintain bunch of spreadsheets and carry out manual merging.

In this article we show some ways how OfficeClip products can be used by Accountants and Financial Professionals to make various tasks more efficient.

(Read More...)

  Many of you have requested enhancement via OfficeClip Forum . In this release we have implemented of most of them.

• Dashboard Enhancements
• FREE 2 licenses for existing users
• Improvements in the Reporting Module
• Earn by Referring OfficeClip
• Implementation of Expense Synchronization

 (Read More...)

Many of you have requested a feature which would allow time spent on fixing issues, tasks or speaking with the contacts can be imported into OfficeClip Timesheet so that these time could be billed to the clients. Because OfficeClip customers have varying needs, this created some implementation challenges:

1. What if the user does not use the OfficeClip Timesheet? In this case we are providing additional configurable reports.
2. You want to export only some work items to the OfficeClip Timesheet. We have created a wizard interface that will allow users to pick and choose what is imported.
3. Also, OfficeClip Timesheet should be flexible enough so that free form editing is available after the information in imported to the timesheet.

(Read More...)

OfficeClip Web Calendar offers various ways to create events to connect with your coworkers, customers and partners:

1. You can create Group Events that is seen to everyone in your organization.
2. Meetings can be created with your co-workers, customers and contacts. These are visible to the meeting facilitators, attendees and proxy.
3. Personal events are private events that are visible only to the creator.
4. Events can also be created from other applications, for example from the contact details screen of the Web Contact Manager, you can quickly create an appointment with the contact.

(Read More...)

When working with different customers on projects and vendors on issues it is always useful to be able to keep the information together in your intranet. OfficeClip has released the new edition of its extranet software that allows users to work with their customers, vendors and service providers. Following are some of the highlights:

(Read More...)

Relationships exist in various forms in the real world and any software, including OfficeClip Contact Manager, could not possibly think of and fulfill all the possible relationships while implementing the system. To fill this gap the Web Contact Manager provides the ability to create arbitary relationships between various entities in OfficeClip. For example:

• For Real Estate transactions, a Broker can be a relationship between two Contacts
• An Account can be a Partner of another Account

Relationships are shown as the "children" of the object (for example Contacts, Accounts etc.) to which it is attached. A relationship is always created between two objects and OfficeClip shows this relationship as a "child" of both these objects.

To create a new relationship, go to the object that you want to create the relationship with and click on the Relationship link (on the object detail screen). For other tips on using the OfficeClip software and the Contact Manager in your business, check out our forum.