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OfficeClip Suite Release Notes

Release 7.6.7 - August 10, 2008

Enhancement: Removed Template dependent code from Timesheet and Expense
Enhancement: Implemented Auto Approval
Bug Fix: enhanced csv export now contains the first naem and last name

Release 7.6.6 - July 12, 2008

Made Changes to OfficeClip to run on SQL Server 2000
Enhancement: Improved Url Security in all applications.
Enhancement: Implemented Access rules in Accounts and Opportunities.
Enhancement: Implemented " Run All" function in contact manager rules.

Release 7.6.5 - June 22, 2008

Enhancement: Expense Preview Screen is modified
Enhancement: Implemented Holiday Management
Enhancement: Contact Management Access Rules implemented
Bug Fix: Under certain situations some expense reports could not be edited
Bug Fix: Issue Tracker rules module sometimes sends multiple emails

Release 7.6.4 - June 8, 2008

Changed the Timesheet preview screen format
Added access rules for the Contact Manager
Added escalation rules for the Issue Tracker

Release 7.6.2 - May 24, 2008

Minor enhancements in the rules infrastructure and payment reimbursements.

Release 7.6.1 - May 17, 2008

Enhancement: Implementation of a new and flexible rulebase system for issue tracker and timesheets.
Enhancement: Timesheet and Expense previews can now show comments.
Enhancement: Track Time reports are now implemented using Crystal.
Enhancement: Timesheet Export now shows the payroll column.
Enhancements: Added two new portlets: one to see recently uploaded documents and other to see new members.
Enhancements: Implemented Payment Processing module to keep track of expense reimbursements.
Bug Fix: SP0828-->After removal of application from site application,goto tool and click on the application,error is coming
Enhancements: Time and Expenses: Added a tick-mark (in edit expense and edit timesheet) if the detail is available for expenses and timesheets.
Bug Fix: Sometimes announcements shows html tags at the description (especially if the announcements are done by cutting and pasting from another program).
Enhancements: Created a custom code installer for OfficeClip.
Bug Fix: Expense Preview (and timesheet preview) screen is now showing all the comments.
Enhancements: Added payroll column in timesheet export.

Release 7.5.13 - May 4, 2008

Enhancement: Changed display order from ascending to descending order.
Bug Fix: When the parent account of the opportunity is selected as empty, an error is shown
Bug Fix: SP1233: In the officeclip.com ,when we edit the meeting event and click on manage attendee,error is coming
Bug Fix: In some cases the expense report (while saving) is giving error
Bug Fix: Contact Manager, for filters and reports done with date type udf field is giving incorrect result.
Bug Fix: SP1105: In extranet the busy box is coming whenever the reports are exported
Bug Fix: SP1005 - Contact manager is not remembering the page number when returning from the details/edit screen. Note: This should be tested extensively

Release 7.5.12 - Apr 19, 2008

Enhancement: Issue Tracker - The Project List screen buttons code is modified.
Enhancement: Demo - Demo now goes to the correct application from the landing page and the cookie is also maintained to make sure that the Quick Start page is shown first time to the user.
Bug Fix: Contact Manager - Birthday Report is not showing address correctly.
Bug Fix: Member does not get deleted when he/she is a member of a division. It also did not show the error message...
Enhancement: webresource is now used to cache most javascript (including timesheets)
Enhancement: Removed the Please Wait message from the application.
Bug Fix: Issue Tracker - Report and Extranet form giving problem for complicated reports.
Enhancement: Demo account now has its data refresh periodically and automatically.
Bug Fix: Time and Expenses - Workflow - Setup screen does not come correctly in some browsers.

Release 7.5.10 - Apr 6, 2008

Enhancements: Updated the Outlook interface so that it can interact with any Outlok folders
Enhancements: Web Service interface for issue tracker implemented.
Bug Fix: SP1241: Text on grid is aligned to the center instead to left.
Bug Fix: SP1228: Members-->Setup SMS-->Radio buttons were not behaving properly.
Bug Fix: SP1229: Issue Tracker -> Detail -> Some labels are not showing in bold.
Bug Fix: SP1235: When there is only one member(Admin) in the organization then there is delete option in front of the member name.

Release 7.5.9 - Mar 23, 2008

Enhancement: Added SMS messaging to OfficeClip
Bug Fix: Offline Time Expenses - All expenses coming on the same line in OfficeClip

Release 7.5.8 - Mar 10, 2008

Bug Fix: When a submitted expense report is edited, the customer/project shown is not that of the person who created it.
Bug Fix: Incorrect error message when the user is being added to another organization.

Release 7.5.7 - Mar 1, 2008

Enhancement: Added a birthday report in contact manager
Bug Fix: Members could not be added to the department.
Bug Fix: Timesheet and Expense saving routine in Offline Timesheet & Expense
Enhancement: Added constants for the version control of the addins
Bug Fix: Some users were not able to access extranet because extranet used url instead of the internal path
Bug Fix: Member image was not updating correctly
Bug Fix: SP1163: Quick Create-->Events, save and cancel buttons are not working
Bug Fix: Account:Project and Service items are showing in bold in Mozilla

Release 7.5.6 - Feb 9, 2008

Timesheet -> Profile: Proxy and DCAA are off by default
Bug Fix: SP1014 - Address book information is not getting saved
Bug Fix: SP1180 - Photo album spellchecker font is now fixed
Bug Fix: Issue Tracker - Having : character in the binder name causes problems
Changed the "project" label to "binder" in contact children for issue tracker
Enhancement:A new demo login system is created
Enhancement: In OcTools added a capability to run sql functions
Enhancement: Quick share implemented in demo
Enhancement: Moved the help button to menubar and added the extranet to the toolbar. Also changed all "customer portal" to extranet
Bug Fix: Quick event create will not taking off the pop-up screen
Enhancement: Created and ability to change member address and payroll information in the timesheet and expenses software.

Release 7.5.5 - January 20, 2008

Bug Fix SP1153: Customer Portal - The issue tracker form save button is slow to respond.
Enhancement SP1128: Screen look and feel for New Expense and Edit Expense screen.
Bug Fix SP1091: Application documents are appearing twice in Document -> Admin -> Application Documents.
Bug Fix SP1078: Look and feel for document space bar is fixed.
Bug Fix: Font screwup on the create workflow screen.
Enhancement: Ability to control how many days backward and forward, time and expenses can be entered..
Enhancement: Implemented Timesheet Proxy for the administrator.

Release 7.5.4 - December 23, 2007

Added payroll categories in the web services.
Created functions so that privilege functions cannot be executed from the DEMO account.
Bug Fix: Non adminitrators are no longer able to approve the timesheets.
Enhancement: Newly added projects now shows up on everybody's timesheet by default.

Release 7.5.3 - December 9, 2007

Bug Fix: Fixed mobile contact manager screen look and feel.
Enhancement: Added support for Timesheet web service interface.
Bug Fix: udf field of type account not getting deleted.
Quickbooks mapping panel position readjusted.
Removed the chat interface.

Release 7.5.1 - November 25, 2007

Bug Fix: Customer Portal Report Problems that was introduced in 7.4.4.
Enhancement: Modified the Evaluation header to incorporate the chat, user feedback and buy link.
New Program: Contact Manager Mobile beta.

Release 7.4.4 - November 17, 2007

Enhancement: Changed the code for faster loading of web pages
Bug: Email attachment were not opening correctly for some file types

Release 7.4.3 - November 04, 2007

Bug Fix: Individual Timesheet preview error.
Bug Fix: WebService error in Outlook AddIn when using the Regarding field
Enhancement: Created a Site Header so that customers can put their own logo and header
Enhancement: Added more reports to the customer portal and fixed the customer portal bug
Bug Fix: Site Administrators was not able to delete users from the site

Release 7.4.2 - October 28, 2007

New Product: Outlook Add-in for OfficeClip beta released.
Enhancement: The large text in the contact edit screen now comes in 45 columns instead of 70 columns.
Bug: MW1102, JN1097 - Expense detail (airfare, hotel etc. is showing empty screen)
Bug: SD1095, SP1098 - Not able to change the customer portal url correctly in the rich text control.
Bug: SP1099: In the customer portal when we send email to public user the space in between the email addresses gives error.
Bug: SP1093: all day event showing incorrect date
Bug: JN1089: Calendar event: URL does not show when viewing the event.
Bug: SP1090: Fixed the busy box on the customer portal screen
Enhancement: Customer Portal item list screen now shows the creator name and date created. Also, users will not be able to see other user's items. Only admin can see all items.

Release 7.4.1 - Not Released

Enhancements: Created a checksum function to remotely test if all files are correct and also to remotely download only changed files.

Release 7.3.4 - October 20, 2007

Fixed: Cancel button in Time and Expense -> Admin -> Manage -> Preview not going to the correct place.
Enhancements: Modifications to the web service to support Outlook Add In.
Fixed: JN1083 - Quick event calendar icon is not working.
Fixed: SD1081 - Forums now allows messages longer than 2000 characters.
Fixed: JN1080 - Documents: Changed the default option while uploading.
Fixed: SP1077 - Document -> Admin -> Application Documents, when trying to open the document in the list.
Enhancement - Contact Manager: made the address size to 40 characters.

Release 7.3.3 - September 29, 2007

Bug Fix: Fixed email problem with Yahoo.
Enhancement: Created help file to setup Yahoo account.
Bug Fix: SD1050 - Importing contacts in the contact manager via csv is truncating email address.
Bug Fix: JN1028 - Email sent folder is not getting formatted correctly.
Bug Fix: Address Book - Was not preserving url and country.
Bug Fix: Account Reassignment - Does not show name in correct order.
Bug Fix: JN1051 - Modified date is not accurate when a document is edited and uploaded again.

Release 7.3.2 - September 08, 2007

Bug Fix: SP1042 - Contact Publish From, dates are not filled in correctly.
Bug Fix: JN1037 - Email attachment not going correctly while forwarding emails.
Bug Fix: Customer Portal - Knowledge base was not showing the scroll bar.
Bug Fix: Service Item screen gives error for long lists.

Release 7.3.1 - Not Released

Release 7.3.0 - August 07, 2007

Enhancement - OfficeClip Express is implemented, It provides limited features for free without any restrictions on the data and the number of users.
Changed the default evaluation license from 5 to 25 users.

Release 7.2.5 - July 28, 2007

Bug Fix: SP1011 - Customer Portal giving error when returning from the expense report to customer portal home.
Enhancement - Implemented LDAP authentication (see the setup.pdf file for details).
Bug Fix: SP1002 - Paging in Archived Binder is not working.
Bug Fix: SK1001 - Customer Portal issue entry title only holds 60 characters
Enhancement - SD0997 - Added the ability so that online users can modify the login page
Enhancement - Modified the upload folder path throughout the application
Enhancement - Changed the busy image
Bug Fix: SD0996 - Fixed the knowledge base module of customer portal in terms of its iframe scrollbar and the data
Enhancement - Improved OcTools.exe so that it can now make changes to the web.config file easily

Release 7.2.4 - July 14, 2007

Bug Fix - SP0994: Timesheet preview, the cancel button was giving an error.
Bug Fix - SP0992: deleting user from site -> deleteuser should not be permitted for sole site administrator or sole administrator.
Enhancement - Upload folder no longer depends on the virtual directory. Instead absolute path is used that can be changed inthe web.config file.
Enhancement - Applications can now be disabled per role (in addition to per user).

Release 7.2.3 - June 30, 2007

Bug Fix: Problem when validating the required field of contact manager, accounts, opportunities for dropdown list fields.
Bug Fix: Can only view details of the first project.
Bug Fix: A dispose function is added in crystal report routines so as to fix the "Report cannot be loaded" bug.

Release 7.2.2 - June 16, 2007

Minor Enhancements

Release 7.2.1 - June 2, 2007

Enhancement - Site Wizard - Added a site wizard so that the site administrator can setup various parameters after installing OfficeClip.
Enhancement - Opportunity - Separated privileges of opportunity from Accounts.
Bug Fix - Email - Mailing list code updated.
Bug Fix - Notices - Added tooltip to show notices for firefox users.

Release 7.1.9 - May 26, 2007

Enhancement - Calendar - Calendar now remember date from the new event screen and takes to the particular date in the calendar list screen (CT0910)
Enhancement - Customer Portal - Changed the look and feel of the Admin screen
Enhancement - Added Regional Settings - Users will now be able to change the display and input format of date and time.

Release 7.1.8 - May 12, 2007

Enhancement - Time and Expenses - Timesheet and Expenses now can be viewed for one organization or all organizations.
Enhancement - Projects - An option is added to select active projects or all projects.
Enhancement - Notes - In the list screen full name was not coming.
Enhancement - Customer Portal - Knowledge base screen looks better now.
Enhancement - Projects - Changed the project types from Yes/No to Active/Archive.
Bug Fix - Customer Portal - In customer portal user list the second page was getting cut off.
Bug Fix - Tracker - Creation of new notes is giving some problems.

Release 7.1.7 - May 5, 2007

Enhancement - Contact Manager - Modify screen has been compressed to look better.
Enhancement - Customer Portal - Added Busy box.
Bug Fix - SP0873 - Readonly Tasks where due date is not set now works correctly.
Bug Fix - SP0868 - Some document icons were not correctly visible.

Release 7.1.6 - April 28, 2007

Bug Fix SP0856: Issue Tracker - cases when filtered by owner is not working properly.
Bug Fix: Timesheet - Problems with timesheet with comments corrected.
Bug Fix: SD0843 - Bug in Members - Notice persistence fixed.
Bug Fix: SP0866 - Issue Tracker - Attaching file with apostrophe character is showing blank window.
Bug Fix: SP0837 - Switch the toolbar correctly when category is passed
Bug Fix: SP0860 - When a member is removed, all outstanding issues are supposed to get allocated to the person that is removing the member.
Word Addin: Changed dropdown list so that user is prevented from editing it.

Release 7.1.5 - April 10, 2007

Enhancement: Added "Please Wait" message when the page loads.
Enhancements: User Timezone change now do not need extra login.
Enhancements: Quickbooks task screen is now alphabetically arranged.
Bug Fix: Issue Tracker - Search on assigned field is not giving correct result.
Bug Fix: Email signature was not saving correctly.
Bug Fix: License expiration notice error.
Bug Fix: Customer Portal - Unable to work with secured SSL Layer.
Bug Fix: Customer Portal - Knowledge base information was not getting saved.
Bug Fix: The calendar types were not showing correct options when disabled by the role manager.
Bug Fix: Login setup screen now does not show up in OfficeClip Online.
Bug Fix: Timesheet approval and rejection email messages were not sent.
Bug Fix: DCAA approval mode forces users to enter comments in all cases.

Release 7.1.4 - April 1, 2007 (Not Released)

Word Add-in: Added feature to allow updating of both campaign name and description.
Web Issue Tracker: List of binders are now sorted by binder name.
Timesheet and Expenses: Parent child control allows punctuation character in them.
Bug Fix: Customer Portal - Knowledge base edit screen was not saving all the values properly.

Release 7.1.3 - March 10, 2007

Added OCBackup.exe - A database backup and restore program that backs up and restores the OfficeClip database and transaction logs.
Bug Fix - Issue Tracker list screen does not preserve the page number when coming back from the edit screen.

Release 7.1.2 - March 3, 2007

Bug Fix - Email capture not working in issue tracker correctly.
Bug Fix - In the Email list screen, the bottom drop down box is not saving emails to proper folder.
Bug Fix - Paging in the individual expense report is not working correctly.

Release 7.1.1 - February 25, 2007 (Not Released)

Word Add-In: Delete and Modify features added to the mail merge campaign.
New Application: Punch Clock - An application to track when an employee goes in and out of the office.
Added Mail Merge templates to Campaigns. Mail Merge Templates can be created using MS Word.
Word Add In: Ability to edit mail merge campaign properties from OfficeClip.
Bug Fix: Some of the user list in contact applications were showing extranet users in addition to members.
Customer Portal: Documents can now be attached with the customer portal case input screen (both public and secured).

Release 7.1.0 - February 17, 2007

Implemented Microsoft Word add-in module for OfficeClip Contact Manager.
Bug Fix: Timesheet Export is not exporting the timesheet for semi-monthly timesheet. Only first seven days were getting exported.
Added Mail Merge templates to Campaigns. Mail Merge Templates can be created using MS Word.
Bug Fix: Some email attachments were not properly getting imported.
Bug Fix: Customer Portal was unable to add issues when the issue status is unspecified.
Bug Fix: Contact Manager screen was unable to return from Add Notes.
Bug Fix: Editing System Template was giving error.
Bug Fix: Inserting an issue was not inserting the user-defined-fields.
Bug Fix: Contact Manager - Notes children were not going to the next page.

Release 7.0.8 - January 13, 2007

Bug Fix: Expense reports query modified to provide better result.
Calendar now persists organization types across all its screen.
Bug Fix: Editing the edit screen of contact manager / account is giving error.
Bug Fix: Clicking on the To, Cc and Bcc link on email is giving error.
Bug Fix: After visiting the tracker import/export, visit to any other tracker screen is giving error.
Bug Fix: OcTools is not resetting the site administrator password.

Release 7.0.7 - December 31, 2006

Bug Fix: Group bookmark was not launching.
Bug Fix: Extranet documents were not launching from folder.

Release 7.0.6 - December 21, 2006

After login, the user now goes to last application that the user was when logged off.
Created the OfficeClip API.
Bug Fix: Under certain circumstances sometimes emails are not getting downloaded from the server.
Setup -> Grant/Revoke Site Privileges, icons changed as the previous icons were creating confusion with some users.
Time and Expenses - Made the new timesheet and edit timesheet screens load faster.
BUG Fix: Accounts cannot be edited in some configuration.
Created a new tool for the site administrator (octools.exe) so that they can change their password from outside officeclip.

Release 7.0.5 - December 02, 2006

Setup program modified so that in windows 2003, if the .net management api is not installed, setup can still continue.
Bug Fixed: The user manager was not showing up if a name starts with a numeric character.
Bug Fixed: If the home page is disabled, the user was unable to logon because they cannot get to it.

Release 7.0.4 - November 27, 2006

Migration code from 6.9.9 to 7.x updated.
Fixed the setup program so that sqlexpress is not installed automatically.
Added code to write system state on the setup log file.
Added more icons for file types in the document management.
Added support to run on 64-bit machine.

Release 7.0.3 - November 20, 2006

Timesheet screen made faster by modifying the parent child control.
Organization dropdown box now shows organizations correctly (Fix).
Changed the text department to division on setup screen (Fix).
Implemented a program (OcDbUpgrader.exe) to convert OfficeClip 6.9.9 to 7.*.
Changed the OfficeClip database installation instance from OfficeClip to OfficeClip7 (for new installation only).

Release 7.0.2 - November 12, 2006

Account can now be added to the contact manager modify detail screen.
Changed the login screen (added the knowledgebase link).
Tracker application, new note screen shows the left bar correctly (Fix).
Folder permission is now getting modified (Fix).
Avoid duplicate user entry in extranet (Fix).
Extranet footer can no longer be changed from the admin screen.
Lookup field of the contact manager (organization edit) is now editable.
Added more indexes for optimizing the database.

Release 7.0.1 - November 1, 2006

Minor enhancements in features.
Added code for seamless transition from 6.9.9.

Release 7.0.0 - October 15, 2006

New Feature - OfficeClip Customer Portal, provides secured access of OfficeClip information to your customers and partners.
Complete redesign of the user interface.

Release notes for version 6.9.9 and below