Using Call List in Contact Manager

Reading Time: < 1 minute One important use of the Call list is to keep in touch with your current and potential customers. The reason may be to follow up on the leads, discussions about ongoing projects, overdue payments, calling customers … Read more

Accessing Web Application Outside Your Firewall

Reading Time: 2 minutes Many small business clients ask us how to access OfficeClip from their mobile device when it is installed within their firewall. This article will discuss some of the ways how this can be achieved. [more] You … Read more

New! OfficeClip Release 10.8.5

Reading Time: 2 minutes This release took us a while and we have made a few important changes and lots of fixes here: Added IMAP to Emails Improved History and Activity Streaming Notification Changed the way Payment Processing is … Read more

Accessing Gmail SMTP / IMAP from your application

Reading Time: 3 minutes This article describes the Gmail SMTP / IMAP settings needed to send emails from a third party application (like OfficeClip) Gmail is not the ideal way to send emails from another applications. To minimize spam … Read more

How To Select a Contact Manager For Small Business

contact information

Reading Time: 7 minutes A Contact Manager is a software program that enables businesses to store and fetch information related to their customers, suppliers, channel partners, and vendors.  Previously, without any technology, businesses could not store all the detailed … Read more

Checklist for Finding a Good Freelancer

Reading Time: 4 minutes   To efficiently run a business, I have often used freelancers to provide quality work at affordable pricing. Based on my experience I have written this article with the hope it will help my fellow small … Read more

How to Improve Customer Retention

Reading Time: 2 minutes What is Customer Retention? Customer Retention is the ability of an organization or business to retain customers by providing them good services, managing the quality of the products sold, and quickly satisfy customer issues. Company … Read more

OfficeClip New Release 10.7.1

Reading Time: < 1 minute Welcome to our first major release of 2019. This release provides you with new enhancements and lots of fixes.  See the complete Release Notes Upload and Download Folders In addition to files, you can now … Read more

How to Configure and Use OfficeClip Reports

Reading Time: < 1 minute OfficeClip Report generator is a configurable tool that allows you to create many types of reports for the fields in the database.   In this blog, I attempt to answer a few questions that have … Read more

What is in OfficeClip New Release 10.6.4

Reading Time: < 1 minute We made many user interface changes in this release and also added some new features. Changes to the OfficeClip UI and Skins The entire OfficeClip UI has been modified to make it more usable and … Read more