using filters for contacts

Reading Time: 7 minutesCRM filters cut through the clutter in your CRM, letting you focus on what matters most. This saves time, improves targeting for sales and marketing, and helps you deliver better customer service.  OfficeClip CRM filters … Read more

organization-applications

Reading Time: 3 minutesOfficeClip implements a comprehensive range of security measures to safeguard our users’ data. It includes: General Security for both Hosted and Installed Version: SSL security: All data in transit uses SSL (https) framework to encrypt … Read more

Reading Time: 2 minutesYahoo Mail does not allow using its Smtp, Imap or Pop account via any external app using the regular Yahoo password. To get around it you can create an App password using the Yahoo Account … Read more

Set up virtual machine

Reading Time: 3 minutesThis article provides step-by-step instructions on installing a web-based application like OfficeClip as a virtual machine in Microsoft Azure private cloud. Login to your Azure account and click on Home > Virtual Machine, and click … Read more

task management

Reading Time: 2 minutesThe task application can create tasks for customer projects and connect them to other entities like contacts, accounts,  issue tracker, etc. The updated application allows you to make your workflow even effortless. In addition to … Read more