How to manually import outlook contacts in OfficeClip

Reading Time: < 1 minute OfficeClip Contact Manager / CRM has a dedicated Outlook add-in to sync with outlook contacts. This add-in is provided in the enterprise edition of OfficeClip free of cost. The basic edition users can export contacts … Read more

How can you manage multiple companies using OfficeClip

Reading Time: < 1 minute In OfficeClip you can setup each of your companies as organization. Each organization is a separate entity and has it’s own information (like contacts, accounts, invoices, timesheet, expenses, users etc.) When you setup an OfficeClip … Read more

OfficeClip Release 10.2.16

Reading Time: < 1 minute We are pleased to let you know that a new version of OfficeClip (10.2.16) has been released. This release fixes many bugs, some which are: In some cases entering alphanumeric characters in the custom numeric … Read more

How to use customer Pre-Qualification script in OfficeClip

Reading Time: < 1 minute During customer pre-qualification stage your representative needs to use consistent scripts. In OfficeClip you can create templates that can be used multiple times to record the pre-qualification conversations. In OfficeClip you can create the script … Read more

How to set Contact Manager permission

Reading Time: < 1 minute OfficeClip Contact Manager has ability to set privileges and access permission using rules.  To run your business effectively you may require different permissions for different users types. For example, one company may require everybody in … Read more

How to create a staging server for OfficeClip

Reading Time: 3 minutes Staging servers are needed when you do not want to put a new release directly into the production environment. You may want to make sure if some new feature needs some training, or your team … Read more

How to use Amazon Ec2 Free-Tier with OfficeClip

Reading Time: 5 minutes Note: If you are using OfficeClip from AWS Marketplace, you *DO NOT* need to follow the instructions given below. Your initial password of the created instance is abcd1234@ which must be changed before using the software. Amazon … Read more

What is new in OfficeClip 10.2

Reading Time: 3 minutes For the past few months we have been working hard in making OfficeClip more usable to our users. In the new release 10.2.1 we have fixed numerous bugs and created many enhancements. Most of these … Read more

How to create a Calendar Proxy in OfficeClip

Reading Time: < 1 minute I have gotten a few requests on how to make appointments on behalf of someone else in OfficeClip Calendar. Here is a quick video:   SK DuttaSK Dutta is a software architect and creator of … Read more

Internet Explorer 11 issue with OfficeClip now fixed

Reading Time: < 1 minute Microsoft Internet Explorer is now bundled with Windows 8.1. It can also be downloaded from the Microsoft website. Microsoft has changed how this new browser is recognized by the program. This had broken some of … Read more

New OfficeClip Release 10.1.37

Reading Time: 2 minutes This release comes after a long time with many enhancements and bug fixes. I am listing a few of them here: Enhancement: It is now possible to make copies of Reports Enhancement: In timesheet comments … Read more