Bulk Tagging of Contacts
Tagging multiple contacts together is one of the features that has been requested for a while. We have finally gotten around implementing it in release 10.1.22. In OfficeClip you can use multiple levels of tags … Read more
How OfficeClip uses OfficeClip
OfficeClip is one of the very few applications in the market that provides a one stop solution for customer and employee management. The OfficeClip team uses this software for prospect management, accounts management, timesheets, … Read more
OfficeClip 10.1.18 – Release and enhancements
We have some interesting enhancements and ideas for you in this newsletter: Modified Google sync algorithm and notification You will now need to sign on to authenticate yourself to Google account using OAuth 2.0. This … Read more
Create trouble ticketing system using the issue tracker
Issue tracker is a part of the OfficeClip suite and provides capabilities for recording, tracking and acting on issues. This article will describe how to use the OfficeClip issue tracker and extranet to create a … Read more
Book Summary: Good Strategy Bad Strategy
There are lots of business strategy books in the market. I recently read the book Good Strategy Bad Strategy by Richard Rumelt and was impressed with the research and insight that went into this! This … Read more
Cloud Security: more than credit report of celebrities?
By now you must have heard that someone has hacked (or fooled) the credit reporting agencies and published the credit report of celebrities like Aston Kucher, Vice President Joe Biden, Michelle Obama etc. on … Read more
CRM Workflow and Drip Marketing…
OfficeClip version 10.1 includes a CRM workflow module that was requested by our customers. Drip marketing allows pre-created messages to be sent to prospects and customers at regular intervals. OfficeCip Workflow adds the ability to … Read more
OfficeClip 10 – Updated with New Enhancements
OfficeClip Release 10.1 Welcome to the major release of OfficeClip. In this release we have closed more than 100 issues and also did numerous enhancements. The most important enhancements are given below: See full release … Read more
How can you restrict your users to see Accounts for a particular state?
Today I got a query from a customer who is in a business where you they have users or agents in multiple states and he wants to make sure that they work on their own … Read more
Create your holiday address labels in OfficeClip
There are few ways to create address labels in OfficeClip Export the contacts from Contact Manager in the csv format and then use the Avery Label Creator program (free) to create the labels. How to … Read more