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OfficeClip Blog
Small Business Efficiency & Profitability

Issue Tracker: How to Capture Customer Cases via Email

by Admin 19. June 2010 14:53

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.

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Tip: Customize your Header and Footer

by Vasantha Aditya 28. April 2010 20:49

We have made the customization of the Login screen and footer easier. You can now use the HTML editor to insert any arbitrary html (for example your website header) in OfficeClip. In order to do this, login as site administrator and go to Manage Site Information, there you will see options for managing site header and site login.

Using the Login Screen Setup the following features can be customized:

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Duplicate Management in the Contact Manager

by Vasantha Aditya 5. April 2010 11:21

Starting with release 8.2.3, we have implemented a duplicate management system to weed out duplicate contacts present in the OfficeClip Contact Manager. Currently there are two places where duplicates are managed:

  1. OfficeClip administrators are able to detect existing duplicate contacts and merge or remove them.
  2. While importing contacts, duplicates can be ignored at input.

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How to create a public knowledge base using OfficeClip

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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Share OfficeClip with your Customers without creating an account

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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Strategies for Managing Remote Offices Efficiently

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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Two inexpensive ways to do Backup, File Replication and Synchronization

by SK Dutta 8. December 2009 11:32

Backup Disk

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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DCAA compliance requirements for Timesheet

by Vasantha Aditya 5. October 2009 13:10

All Employees (and consultants) of Government Contractors must comply with the DCAA (Defense Contract Audit Agency) regulations and Federal Accounting Regulations (FAR). Failure to comply with such rules may result in penalties and/or lose government contracts.

DCAA requirements is about implementing procedures for time keeping (and accounting) in the organization to ensure prevention of fraudulent billing to the government. Note that this means that the submitted timesheets become legal documents of the company and need to be treated as such.

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Web Timesheet can now track time for all applications

by Admin 21. September 2009 14:09

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.

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Share your Intranet with Customers and Vendors

by Admin 29. July 2009 09:07

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:

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OfficeClip Products

Web Contact ManagerWeb Contact Manager
Track Contacts and Opportunities on the web.

Web TimesheetWeb Timesheet
Manage Employees, Project Time and Expenses.

Web Issue TrackerWeb Issue Tracker
Track Software Bugs and Project Issues.

Web CalendarWeb Calendar and Document Sharing
Share documents and calendar on the web.