How to manage duplicates in the Contact Manager

Reading Time: 3 minutes OfficeClip Web Contact Manager allows administrators to manage duplicate entries. Duplicates can occur when data is entered or imported from various sources. The most likely reason for duplication is when data is imported without preprocessing and cleaning. … Read more

Using Predictive Dialer with Web Contact Manager

Reading Time: 2 minutes OfficeClip Contact Manager can now be used with Predictive Dialers. Steve Pavent CEO of Bluepayment.com has integrated such a dialer with his OfficeClip Contact Manager Suite.  “The beauty of this system is that you do … Read more

Social Networking changes in OfficeClip

Reading Time: < 1 minute With 2011 we have add two more ways for our users can communicate with us better. The first one is to capture your Ideas and Feedback in a better way and the second an OfficeClip … Read more

Security of the Microsoft IIS 7.5 SMTP Server…

Reading Time: < 1 minute This week our IIS SMTP (Internet Information Server, Simple Mail Transfer Protocol) server was compromised and spammers were able to get control of it and started sending spams from all over the world. When the … Read more

OfficeClip Release 8.2.5

Reading Time: 2 minutes   Thank you for your patience and feedback, we are now in 8.2.5. Here is the summary: Enhancements on Invoices Use Microsoft Word® to create and send campaigns Tags are more visible and useful Ability to … Read more

Use Tags to loosely organize Contacts in OfficeClip

Reading Time: 2 minutes To organize contacts, accounts, opportunities etc. in OfficeClip Contact Manager you can use user-defined fields. This can be used when you are setting a single property to a field, say, you want to specify that an … Read more

Send Invoices to your Customers using OfficeClip

Reading Time: < 1 minute OfficeClip now has a new application for invoicing customers. There is no need to export or synchronize your accounting system information with OfficeClip. You can directly invoice customers from within OfficeClip. This feature will be … Read more

Share Project information with your customer

Reading Time: < 1 minute OfficeClip Extranet allows you to share your project information with your customers and service providers. For example, suppose you want to share timesheet summary with your customer so that they can, at any time, see … Read more

Issue Tracker: How to Capture Customer Cases via Email

Reading Time: < 1 minute 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 … Read more

Tip: Customize your Header and Footer

Reading Time: 2 minutes 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 … Read more