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Practice Management

August 18, 2025March 16, 2022 by SK Dutta
using filters for contacts

Filters are an easy way to group or sort contacts. This grouping will help to extract only a particular set of contacts required for: Gathering a particular information Sending campaigns, newsletters, invoices Leads analysis Customer … Read more

Categories Contact Management, CRM, Practice Management, Products Tags contacts, CRM, crm filters, filters
October 17, 2025February 25, 2022 by Deepa Kapoor
Calendar management for events

Scheduling and planning goes a long way in organizing your personal and official work. Planning and managing things properly will create a smooth workflow for the day. Instead of using spreadsheets or emails for every … Read more

Categories Contact Management, CRM, Practice Management, Products Tags Calendar Management, contact management solution, Events, organizer
February 11, 2022 by Deepa Kapoor
Data backup

Many people use the installed version of OfficeClip. But sometimes, functionality issues may come up, or there may be some hardware or software failure; in that case, a data backup will save your day.   … Read more

Categories General, Practice Management, Products, Tips Tags backup, backup and restore, data backup, data restore
October 29, 2021 by Deepa Kapoor
setting up workflow

What is Workflow Automation? There are specific repetitive tasks that need to be performed daily. This kind of manual work takes up a lot of employees’ time and is prone to errors. These daily tasks … Read more

Categories Contact Management, CRM, Practice Management, Products Tags Contact Manager, CRM, drip marketing, workflow automation
June 7, 2021 by Deepa Kapoor
Managing time with tasks

OfficeClip has introduced an advanced track time feature for its Task manager. Tracking time for each task will help the employee give an insight into how effective they are while at work and will help … Read more

Categories CRM, Practice Management, Products, Timesheet Software Tags tasks, tracktime
July 17, 2025April 17, 2021 by SK Dutta
Daily planner

We are almost one year and a half into the pandemic, and most of us have adapted to balancing work and social life from home. In the future, this will be the norm. People will … Read more

Categories General, Practice Management, Timesheet Software Tags plannner, scheduling, Timesheet Software
October 16, 2025June 9, 2020 by Deepa Kapoor
What and Why of Document Management System

Today businesses have to deal with extensive usage of documents on a day-to-day basis.  These documents can be related to contracts, invoices, proposals, documentation, company guidelines, and the list is endless. The functioning of every … Read more

Categories General, Practice Management, Products, Tips Tags Document Management challenges, Document Management System
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