Enhancement: CRM activities are now grouped as Completed and Pending and
additional icons are provided to complete or edit a task or event
Enhancement: Modified clone features in the CRM module to copy all fields in
implemented
Fix: Users were not getting reminders before subscription expires
Fix: Additional timesheet submission emails were going to the users
Fix: Cannot update the status of the invoice to Paid In Full
Fix: In IE9, new timesheet screen was giving error when somebody types any
character in Account/Project or Task dropdown
Fix: Opportunities inline edit was not working for certain fields
Fix: Account > Activities, start date and end date was not shown
properly
Fix: In New Task module, if a rurring task is added without a due date then error
was coming
Fix: Clicking Save or Cancel in Issue Tracker admin screens were giving digital
signature error
Fix: In Mobile > Accounts, created user and date was not showing
Release 9.3.8 - Jun 15, 2012
Minor fixes that were caused by the new release
Release 9.3.5 - Jun 1, 2012
Enhancement: (Timesheet) Added Welcome wizard to quick setup.
Enhancement: (Timesheet) New /Edit Timesheet >> Allowing search for
Customer, Project and Service Items. Same thing implemented for Expenses.
Enhancement: (Timesheet) Added Welcome Screens for Timesheet.
Fix: (Timesheet) select Timesheet screen --> start date should not be today's
date, it should be one week before.
Fix: (Timesheet) Reports --> Archive --> If the Approved timesheet is
deleted then an error message is displayed but here it is not clearly mentioned why it is
not able to deleted.
Fix: (Timesheet) If Search is clicked and select any of the Timesheets then the
menu tab changes to Auto Approve.
Fix: (Timesheet) Search-->Timesheet Submission Status --> Select any of the
users Submitted timesheet and click on email, a confirmation email will be appeared, here
if you click Return it shows Timesheet Reports and the menu tab shows
Import/Export.
Fix: (Timesheet) Wecome screen>click on the share reports via the extranet
--->Controls go to the following help page. Note: Observe this happens when clicked on
Setup Accruals its going to Help Section. Send it to the Timesheet > Shared Item
screen.
Fix: (Timesheet) Admin--> Service Items Account project text boxes are too
small to see everything.
Fix: (Timesheet) Welcome Screen -> Click on Get paid Online-->It refreshes
the screen and comes back to same screen
Fix: (Timesheet) Reports --> Click on Schedule report from the list and update
the schedule and when click on Schedule Reports Button in reports screen then it can be
observed that there are no reports.
Fix: (Timesheet) Admin-->Users-->Error message should come in red.
Fix: (Timesheet) Admin - Service Items - In accounts/project the drop down
selection process is not goo
Fix: (Timesheet) New user-->When sumbmitted timesheet,it shows the message for
time of request for that time period and which is not approved.
Fix: (Timesheet) Overtime payroll item rate multiplier does not work.
Enhancement: (Contact Manager) Added Welcome Screens for Contact Manager.
Enhancement: (Contact Manager) Implemented Google Sync for Contacts, Events, Tasks
and Notes
Enhancement: (Contact Manager) Implemented Daily call list to show Last 7 Days and
Next 7 Days Calls and implemented print in call list.
Enhancement: (Contact Manager) Implemented Printing contact, Standard informantion
along with the related info (like notes, events etc.,).
Enhancement: (Contact Manager) Contact >> View Contact >> Tools
>> Now showing Address in google map.
Enhancement: (Contact Manager) Added photo for contacts.
Enhancement: (Contact Manager) Added Social Network links for contacts.
Enhancement: (Contact Manager) Added Inline Edit for Contact Manager in View
Mode.
Enhancement: (Contact Manager) Show contact work phone and company name by default
in contact list report for Free users.
Enhancement: (Contact Manager) Contact >> Admin >> Fixed Field and
user defined field are now organized by section and also sorted by name.
Enhancement: (Contact Manager) Contacts >> Admin >>Sorted all the
fields in Admin in ascending order.
Fix: (Contact Manager) Contact-->Admin-->Fixed fields-->Configure
setting-->Save and cancel button should be placed at the Top instead of
bottom.
Fix: (Contact Manager) Contacts-->Related info-->Issue tracker-->New
binder link not working after error message comes for the no binder.
Fix: (Contact Manager) Conversion is failing for boolean udf fields when exporting
in CRM
Fix: (Contact Manager) Contacts-->Modify the contact and Press enter,deletion
window is coming and it delete the contact when click on ok.
Fix: (Contact Manager) Contacts >> Admin >> Fixed Fields >> if
we delete any currency which is used in any contact yellow page error is coming
Fix: (Contact Manager) Call List > Add note is giving error
Fix: (Contact Manager) Contacts-->Edit contact-->Click new-->select
task-->Cancel button not working in IE9
Fix: (Contact Manager) Contact Manager - Datetime user defined fields - Not
working correctly.
Fix: (Contact Manager) Contacts-->When sorting is done by number, then sorted
result not coming preoperly.
Fix: (Contact Manager) Contacts-->View contact-->Compose email-->Sent
email-->then we should see that email in the contact view contact-->compose email
list.
Fix: (Contact Manager) Contact Manager >> Admin >> Position fields are
not working correctly some time.
Fix: (Contact Manager) Contact - Admin- Related Info - If selected entity is saved
then page refreshes and displays to contact list screen.
Fix: (Contact Manager) Contact-->Admin-->Custom field-->Put some ","
characters in the Field name and save-->Error message is coming ,that should be in
red.
Fix: (Campaigns) Search - Search with modified date does not show any result then
cancel button is not working.
Enhancement: (Invoices) Admin-->profile-->There should be remove button for
the company logo.
Fix: (Invoices) Admin >> profile >> Tooltip is showing very
big.
Fix: (Invoices) Modified Invoice Template to print the invoice in a single
page.
Fix: (Invoices) Invoice: For every New Invoice --> New Item We can not write
anything in description.
Enhancement: (Time Off) Modified TimeOff accruals look and feel.
Fix: (Time Off) List --> My Time Offs should show only mapped policies to that
user.
Fix: (Time Off)There is no way to delete timeoff (those which are pending,
rejected and cancelled).
Fix: (Time Off) New Request not setting time correctly...
Fix: (Expense Report) Click on Auto Approve Menu Tab and observe that screen is
empty. To go back need to click on left menu.
Fix: (Email) Options-->email signature-->By default,it opens in
html-->can not type on it,At the bottom,preview ,design buttons are not there.Most of
the html tools are not clicking.
Fix: (Email) Block sender -->When clicked on finished button-->it should go
to the options page.But it is not going.
Fix: (Email) Options-->Select the mailing list and click on the delete
button-->It is not working.
Fix: (Email) Options-->Mailing List-->Create one mailing list and then click
on the new mailing list. Not working!
Fix: (Email) Options-->Mailing List-->cancel button is not working
Fix: (Email) compose Email-->Use toggle snippet-->while writing the message
if press space bar,it go to the html design.
Fix: (Email) Options-->Block sender-->Type characters any word but not the
proper email address-->Save-->No error message is coming.
Fix: (Issue Tracker) Click on binder-->Click on printer icon-->Cancel button
icon is not proper.
Fix: (Issue Tracker) Issues >> Goto any binder >> "New Filter" Button
is not looking good.
Fix: (Mobile) Link not showing correctly when OfficeClip is running in different
port.
Fix: (Mobile) search is not searching in all fields in CRM.
Enhancement: (Calendar) Desktop >> Calendar List GUI Modification to show 15
min interval in Day and Week View.
Enhancement: (Calendar) Implemented Agenda in calendar.
Fix: (Calendar) Import/export--Export csv-->Select date range-->It will go
to mapping fields screen-->On that screen cancel button is not working.
Fix: (Reports) Gui changes of scheduling report and removed start date from
scheduling report.
Fix: (Reports) Configure Field: If order of a field is changed then the change
does not show in report.
Fix: (Reports)Scheduled report-->Scheduled report timing is changing .Make it
to all run at 12 am.
Fix: (Reports) Custom Report: If .rdlc report is imported to Custom reports then
error is coming
Fix: (Projects) Admin-->Allocate project-->When allocates the projects to
the user-->then status message is not coming.
Fix: (Projects) Admin --> Allocate User --> select an account --> Remove
this account/ project for any user --> it is not removing
Enhancement: (General) Removed help for some applications that are not
needed
Enhancement: (General) Removed Quick Setup Guide for all applications (Also from
top menu).
Fix: (General) Removed all unnecessary tooltips.
Fix: (General) Potentially dangerous error is coming when we put < > symbols
in string
Fix: (General) Shared Items: New Share: After completing the process of sharing a
particular share. it does not take back to the shared item screen.
Fix: (General) When we login as non admin and that non admin doesnt have
permissions to edit contact or account or opportunity or campaign or competitor, but
still can see modify button.
Fix: (Homepage) Business centre links are not working.
Enhancement: (Campaigns) Adjust Design button in campaign view screen.
Enhancement: (Campaigns) Tags Suggestion-->Arrangement of the tag group should
be alphabetic order and tag group name should be bold.
Fix: (Campaigns) New campaign-->Created additional date field and can see on
the campaign list-->then if description is more ,then it need to adjust description
column,so that added field can adjust well.
Fix: (Campaigns) Related Info Of CRM-->Campaigns, Notes, Issues --> delete
button not working.
Fix: (Campaigns) Campaign--List - Spelling mistakes in dates for IE 9
Enhancement: (Users) Import/export-->Import-->CSV file-->Do not browse
the file-->click on import-->No warning message is coming
Fix: (Users) Notice--> Click spell check-->when spell check says complete
spell check,then busy image stays active.Even if spell check pop us window goes,busy
image stays active in officeclip. Dutta suggested to remove spell check here.
Fix: (Users) Search-->Search the result-->when result comes ,click on the
cancel button-->It is not working.
Fix: (Extranet) Admin-->Click on edit button-->popup window is
coming.
Fix: (Competitor) help-->Not showing up
Fix: (Competitor) View Competitors- Cancel is taking to Import/Export screen when
clicked from Excel Icon.
Enhancement: (Tasks) Allowed task to have write and delete permission even if it
is created by someone else. Added a delete popup when the delete button is
clicked
Fix: (Tasks) Task-->New task-->Regarding field-->Select any module from
drop down list-->Click on quick help--->In the screen,only error is
written.
Fix: (Tasks) Error when setting reminder for task that is created by someone else.
Error: The time zone ID '' was not found on the local computer.
Fix: (Account Manager) Edit account --> Annual revenue -> Editing box is
displayed after editing.
Fix: (Account Manager) Edit account-->Child opportuinity-->Click on new
opportunity-->Save and cancel button shifted to centre.
Fix: (Account Manager) Related info-->Though putting up email address and
send-->error message is coming.
Fix: (Home Page) when first time click on home page it is giving yellow screen
(Saying Access to the file is denied).
Fix: (Home Page) Help in Home page is not taking to the correct page.
Fix: (Opportunity) Do not put the title, and click on the save-->At the
bottom,parent account's select and clear button vanishes.
Fix: (Announcements) New announcement-->Save button look and feel is not
proper.
Release 9.1.17 - Sep 27, 2011
Enhancement: Added Attachments in campaign design screen
Fix: Contact >> View Contact after creating new contact... Convert button is
not showing
Fix: OfficeClip Login Page(Default.aspx) if Unchecked, the "Save my Login ID on
this machine" it preserves the state for the next time.
Fix: In contact manager reports, parent Account name is showing as integer
Fix: Time off-->Reports-->Normal user-->edit the report -->select the
filter-->select the timerange and apply-->object reference error is coming
Release 9.1.16 - Sep 1, 2011
Bug: Cannot export accounts if any boolean field exists
Release 9.1.11 - Jun 26, 2011
Enhancement: New Application, Time Off, can be used to manage Paid Time Off for
employees
Enhancement: Users can now select how many contacts they want to see in a
page
Enhancement: Invoice currency now works for countries other than US
Enhancement: Login Screen messages modified so that site administrators can show
multiple message types on the login screen
Enhancement: OfficeClip is now separated as Enterprise Edition and Professional
Edition. Free Edition still remains.
Enhancement: Codebase changed to Microsoft.Net 4.0 framework
Bug: Mobile Version, when trying to create an empty note, an error is
shown
Bug: In the latest FireFox browser some buttons shows up overlapping
Release 8.2.5 - Dec 4, 2010
Enhancements: Invoice application now supports ACH processing, CVV2 verification
and many other features.
Invoice application supports google checkout
Enhancements: Accounts can now see invoices as related data
Enhancements: Campaigns can now be created using the MS Word(R) and sent using
OfficeClip using the mht format
Enhancements: Tags are now moved to a different area in contact detail to make is
easy to view and change
Enhancements: Contacts fields can now be hidden or moved across any
section
Bug Fix: Status search is not working on invoices
Bug Fix: OfficeClip Mobile - Creating private notes is not saving in
OfficeClip
Bug Fix: Report scheduling is not sending the reports daily at the correct
time
Bug Fix: Opportunities - Search feature not working on certain fields
Bug Fix: Calendar extranet link not seen in all cases
Bug Fix: Portlet search button is now working correctly
Release 8.2.4 - Aug 16, 2010
New Application: Invoices - Allows you to create invoices from within OfficeClip
and your customers to pay for the invoices via extranet (Beta)
Bug Fix: Incorrect Mobile Link going to some users
Enhancement: Added a new build number to the OfficeClip Version Number
Release 8.2.3 - Mar 22, 2010
Enhancement: Login screen look and feel modified.
Enhancement: Added Tags and Tag Groups to the Contact Manager. Accounts,
Opportunities etc.
Enhancement: Added more colors as labels to specify various events in the
calendar
Enhancement: Contact Search and Filter now works together to implement search
within filtered contacts
Enhancement: Blackberry and Droid phones are now supported in OfficeClip
Mobile
Enhancement: Added an ability to restrict user from creating duplicate timesheets
for the same period
Enhancement: The login screen header and footer the site header can now be edited
using the html editor
Enhancement: Allowed Auto Approve in timesheet and expense to be controlled via
Role Privileges
Enhancement: Implemented duplicate management in Contact Manager
Bug Fix: Fixed Error while importing Tracktime to timesheets with the options that
are already in the timesheet.
Bug Fix: Fixed Cancel Button that gave error in Project-->Admin-->Allocate
members.
Bug Fix: Fixed Error that occured while exporting contacts to ocXML if any of UDF
is DateTime.
Bug Fix: Removed validation while deleting a Rule condition in Timesheet ->
Admin -> Rules
Bug Fix: Calendar Event description now allows 4000 charecters.
Bug Fix: Fixed Error that did not allow users to enter new list values in State
and Country fields for Contact Manager.
Bug Fix: Added an error message if the organization name is empty in Contacts
-> New Contact -> Organization Viewer -> Click on save without any name.
Bug Fix: Busy Image stays in IE7 in Opportunities -> Admin -> Contact Role
-> Add New -> Insert.
Bug Fix: Validation added for Contact -> Admin Rules -> Add New -> "if
Field value has" condition.
Bug Fix: User is trying to add a udf field of type bool in Account and getting the
error on the screen
Bug Fix: If User Timezone and Server Timezone are different then, Task Dates are
not correct in CSV export(Timesheet -> Import/Export -> Bulk Timesheet
Export)
Release 8.2.2 - Jan 8, 2010
Bug: In rules screen there are two column heading that has the same name
action.
Bug: The backup is hanging after the system given an error message saying that
some file could not be accessed
*New Application: OfficeClip for Mobile Users (currently IPhone and IPod
touch)
Bug: Problem emptying email folder
Enhancement: RDL report paper size has to be configurable, In export and
print
Enhancement: Issue Tracker Track time Report... Added another field to show hours
fraction of tracktime duration in: Tasks tracktime, contact / account tracktime and,
issue tracktime reports.
Enhancement: Added a tree view navigator to OfficeClip setup
Enhancement: Added coded Paper sizes in report print settings.
Bug Fix: Users getting reminders for renewal unnecessarily.
Enhancement: Added capability for making four more sections for contact manager
udf.
Bug: When creating the divisions and when going to the ogranization drop down
list, the created divisions is not updated unless we refresh it.
Release 8.2.1 - Nov 1, 2009
Enhancement: Redesign of the Dashboard and Consolidation of Home Page and Desktop
application.
Enhancement: Ability to filter on empty fields in Contacts Manager.
Enhancement: Better Organization of Timesheet and Expense profile screens.
Enhancement: RDL Report now allows end users to choose filters.
Enhancement: Document manager now recognizes extensions such as docx, xlsx
etc.
Enhancement: All Organization, This Organization and Private Views are now
available for tasks.
Enhancement: RDLC Report to track the number of days each issue has been
open.
Enhancement: Ability to automatically send emails to the people who has not
submitted their timesheet. (Can be configured in profile screen from Admin)
Bug Fix: Send email on new registration screen was not working sometimes.
Bug Fix: UDF date format in issues list screen is not according to the regional
settings.
Bug Fix: Time and Expense column/row total is incorrect for negative
numbers.
Bug Fix: If some RDLC reports are shared then when deleting the shared report
warning must be shown.
Bug Fix: Deleting an account from AccountList page in Timesheet >
Projects.
Bug Fix: User friendly error message when send email is failed while creating new
issue. (in Extranet)
Bug Fix: About Box in OfficeClip hosted version gives incorrect information to the
user.
Bug fix: In calendar,create/edit next month event and cancel,then it comes to
current month.
Bug Fix: Non admin should not see the admin button in extranet.
Bug Fix: Daily Calendar switch between 24 hrs and Business Hours format should be
persistent.
Bug Fix: error in BulkApprove, when comments are present in expensesheets.
Bug Fix: Extranet > Share list > Click on the delete all then after
refreshing the screen, items get deleted.
Bug Fix: calendar > new event > When changed start time then end time does
not change.
Bug Fix: Time incorrect when sombody double click on the calendar to enter
time.
Release 8.1.5 - Sep 5, 2009
Enhancement: Redesigned TrackTime features. Now the tracked time can be imported
in the timesheet.
Enhancement: Redesigned Calendar features. We changed The complete user
interface.
Enhancement: Changed Design of the Campaign user interface.
Bug Fix: In Contacts if a shared report is deleted without deleting the Share then
Extranet user gets the friendly error message.
Bug Fix: Only Applications Allowed for users can be accessed using Quick
create.
Bug Fix: When a contact is deleted its corresponding notes are also deleted
now.
Bug Fix: Disabling parent applications will not disable the child
appilcation.
Release 8.1.4 - Jul 26, 2009
Enhancement: Redesigned Extranet features.
Enhancement: Issue Tracker Field value change rules are applicable to New and Edit
triggers.
Enhancement: Added Clone feature in Contact Manager, Accounts and
opportunities.
Enhancement: Changes in the regarding control. Information about selected
regarding field is shown as a tooltip.
Bug Fix: Cannot copy UDF field correctly when doing CSV import and export.
Bug Fix: Issuetracker email format is modified (displayed as table.)
Release 8.1.3 - Jun 27, 2009
Enhancement: new Report (using Microsoft RDL) implemented. Existing Crystal
reports are still available using the Old Reports link.
Enhancement: Ability to send or resend, failed or selected mails in Campaign Email
history added.
Enhancement: Issue Tracker attachments screen, upload and finished two buttons are
now there
Enhancement: Issue Tracker - grid pager tooltip created
Enhancement: Contact Manager: new fixed field "website" is added
Enhancement: In Timesheets and Expenses, Search is included in button bar.
Enhancement: Calendar invitation e-mail includes timezone information.
Bug Fix: Issue Tracker Binder List list now displays Last Issue Entered date /
time, in local time zone.
Bug Fix: Timesheet print preview layout when popup screen is maximized
fixed.
Bug Fix: Fixed issue where one cannot move open cases from one binder to
other.
Bug Fix: Issue Tracker - cannot copy UDF information from one binder to
other.
Bug Fix: Approver cannot see the expense in report.
Bug Fix: Trouble saving timesheet (displays wrong text when there are no durations
filled).
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
Outlook 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 administrators 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: Web Service error in Outlook Add-in 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 in the 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 tool tip 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 - 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 - Read-only 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 Add-in: 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.
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 knowledge-base 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 6.9.9 - January 05, 2006
New Application - OfficeClip Extranet, provides secured access of OfficeClip
information to your customers and partners.
Create public website for your customers and partners so that they can access
limited information.
Provide secured access for your customers and partners by assigning them login and
password.
Release 6.9.8 - October 05, 2005
New Application - Account Management (beta) - bundled with Contact Manager. Existing
users of OfficeClip Premium Suite or Contact Manager will need to get a new license for
this application.
Web Account Manager - Reports created for new applications, Account Manager and
Opportunities.
Web Opportunity Tracking - New application added to the Account Manager.
Contact Manager - New reports are available for higher detail.
Timesheet and Expense - client management is now integrated with the Account
Manager, enabling tracking of issues, emails, opportunities, events and tasks for each
client.
Timesheet and Expense - A new set of reports called Raw Reports allows raw
exporting timesheet and expense report data.
Web Bug & Issue Tracker - Case lists can now be color-coded.
Web Bug & Issue Tracker - Cases can now be captured via email.
Release 6.9.7 - June 05, 2005
Time and Expenses - Tasks can now be created based on projects
Time and Expenses - Workflow history is now shown on the timesheet, expenses and
individual timesheet reports
Time and Expenses - Biweekly, Semimonthly and Monthly timesheets can now be
created
Time and Expenses - Payroll item tracking and vacation tracking is
implemented
Time and Expenses - More custom fields can now be created in the time and expense
reporting module
Time and Expenses - Missing timesheet warning can now be sent to the members
Time and Expenses - Ability to change the currency from the new expense screen is
implemented
Release 6.9.5 - April 02, 2005
Minor Enhancements and fixes
Release 6.9.4 - March 4, 2005
Bug & Issue Tracker - Detailed report now shows complete Description Comments
and Resolution
Bug & Issue Tracker - Multiple notes can be added with each issues
Bug & Issue Tracker - Now supports data import from csv and xml files
Contact Manager - Issues from the issue tracker can now be linked with
contacts
Contact Manager - A new module called campaign has been added. This will allow users
to create their own campaigns
Contact Manager - The order of the contact fields in the view contact screen can now
be adjusted
Contact Manager - Contact information can now be imported from a web page whenever
user fills out an webform
Calendar - Attendees calendar are now set to tentative as soon as the meetings are
allocated
Calendar - A new planner for planning a meeting by looking at the busy times is
added
Document Management - Complete redesign of the document management. Folder
permission can now be assigned, documents can now be viewed in an explorer like
interface.
Timesheet and Expense - Reporting interface is improved and more reports are
added. New Expense Reports are created, client and project reports are added, also a report
to get a dump of all the inputted values are added.
Timesheet and Expense - Rates and Costs can now be allocated for each employee
for all customers
Timesheet and Expense - Project Allocation can now be done by project or by
employees
Timesheet and Expense - Expenses can now be added in foreign currencies
General - Created a privilege so that users of a certain role will not be able to
see the identity of other users.
Enterprise Manager - A link on enterprise manager will allow users to buy software
directly from the enterprise manager.
Release 6.9.3 - August 16, 2004
Two more themes added (Apple Green and Rhino).
Contact Manager can now have multiple notes.
More options added in Time and Expense reporting.
Release 6.9.2 - July 16, 2004
Task - Ability to track time spent on doing each task.
Bug & Issue Tracker - Ability to track time spent on working on each
issues.
Contact Manager - Ability to track time spent on working on each contacts.
Task - Can now be assigned to multiple people in the group.
Issue Tracker - Knowledge base generation tool is improved.
Email - Ability to retrieve emails on start.
Email - Copies all emails going out to sent folder by default.
Documents - Bulk upload feature implemented.
Documents - Documents can now be attached in individual applications from the
document management system.
Help - All help files are enhanced. Also, help files can now be printed from pdf
format.
Contact Manager - Ability to associate emails with the contacts
General - Individual accounts can now brand OfficeClip with their own logo and
advertisements.
Timesheets - Time can now specified as hh:mm as well as hh.mm format.
Enterprise Manager - New option created to change logos and banners.
Contact Manager - Company name is now increased to 255 characters
Release 6.9.1 - May 30, 2004
Rules can now be assigned to the timesheets.
OcTools (in OfficeClip) can now backup and restore database.
Release 6.8.2 - April 8, 2004
All tracker projects can now be assigned permissions based on user roles.
Enhanced login screen.
Ability to deactivate applications across all groups.
Ability to remove the top logo bar.
Release 6.7.2 - February 15, 2004
Bulk assign/delete in Contact manager enhanced to include "Delete all/Reassign all"
in filter view.
Enhanced user-defined tracker reports.
Tasks/Calendar events created from Contact Manager now show contact info in the
task/calendar.
Release 6.7.1 - December 31, 2003
Contact Manager is enhanced to do bulk operation like bulk assign and bulk
delete.
Projects can now be assigned to each members in the group for Time and Expense
Reporting.
Reports look and feel are modified.
Release 6.6.1 - November 16, 2003
Office Agent application is now known as the User Manager
Tracker application is now known as Bug & Issue Tracker