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OfficeClip Product Roadmap

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12.4.6 – May 17, 2025

  1. Enhancement: REST API: User info now gets the full name and email separately in the task, event, and tracker lists via REST API.
  2. Enhancement: Settings: Settings >> Personal Preferences >> Rest Api screen look and feel changes.
  3. Enhancement: Task Management: Upgraded Task Manager and Activities tab for CRM.
  4. Enhancement: Task Management: Improved Task Estimate intuitiveness.
  5. Enhancement: Task Management: Implemented Task Preview screen (Work In Progress).
  6. Enhancement: Time Off Management: Handled the Submission for the first time (from new timeoff screen) and deleted in the list screen with new workflow.
  7. Enhancement: Time Off Management: New workflow: Approve from List screen is implemented (in all single, two-person, and three-person routing).
  8. Enhancement: REST API: Added new rest api time off group profile.
  9. Enhancement: REST API: Implementing Insert update delete for time off rest api.
  10. Enhancement: REST API: Added Time off summary repository, controller, json and converter.
  11. Enhancement: Project Management: Project List now displays the project creator.
  12. Enhancement: REST API: Implemented search option for Contact Manager.
  13. Enhancement: Contact Manager: Added “- none -” label and style for empty first name and last name for contact manager list screen.
  14. Enhancement: General: Info icon of each application now goes to the help file.
  15. Enhancement: General: Added the new page for applications. Users will now be able to remove the left menu completely to get extra space for content on the screen.
  16. Bug Fix: REST API: Now sends the error message when there are no expense types are setup (new organization).
  17. Bug Fix: Projects: Removed the yellow screen error while opening a task from projects.
  18. Bug Fix: General: Fixed the issue of not displaying back and cancel buttons when redirected from other applications.
  19. Bug Fix: Call Log: Fixed phone numbers drop-down loading issue on the call log.
  20. Bug Fix: Task Management: Inside task details screen show the Task Assignee names.
  21. Bug Fix: Project Management: Project Allocation Issue – Fixed.
  22. Bug Fix: Time Off Management: Bug fixes in time off new workflow and mobile time off.
  23. Bug Fix: Time Off Management: The Reject part in two and three-person routing (if the second or third person rejects the time off, it should go to the creator) is now working.

12.3.4 – Dec 31, 2024

  1. Enhancement : Issue Tracker : REST API is implemented
  2. Enhancement : Timesheet : List screen >> print preview >> If there is two/three person routing >> Show the full workflow in the print preview
  3. Enhancement : Time-Off : Admin >> Catagories & Accruals >> Set user accrual >> Implemented Search option
  4. Enhancement : Mobile : Redesigned OfficeClip Mobile
  5. Bug Fix: Account Manager : Import Accounts Screen was throwing yellow screen
  6. Bug Fix: Campaigns : When no campaigns was present then some buttons were giving yellow error
  7. Bug Fix: Campaigns : When no campaigns was present then some buttons were giving yellow error
  8. Bug Fix: Home Page : Fixed the issue where the homepage docks were not editable by some customers
  9. Bug Fix: Time-Off : Report Dates are not correct
  10. Bug Fix: Calendar : New Event selection of Regarding field was refreshing the screen
  11. Bug Fix: Calendar : Recurring events – in the calendar they were not showing up properly on the list
  12. Bug Fix: Invoices : Billing >> General settings >> Type(timesheet/expenses) is a mandatory field but it is allowing to go to next screen even if it was not filled up
  13. Bug Fix: Tasks : Details screen – Read only mode – Fixed the font size of start date when it was not mandatory
  14. Bug Fix: Campaigns : Detail screen >> History >> going to a note and clicking cancel – it was giving a yellow error
  15. Bug Fix: Expenses : Admin >> Expense types Save and Next was showing only alias in profiles. It was not showing all profile features and functions. It showed when we clicked on Save and Next in alias
  16. Bug Fix: Timesheet : With proxy if we check-in and check-out, it was adding to proxied user.
  17. Bug Fix: Contacts : Call list > Remove – was not asking for confirmation before and directly deleting the call list
  18. Bug Fix: Time-Off : In Email notification – End date was showing one day less
  19. Bug Fix: Time-Off : Admin >> Labels >> was not able to see the list
  20. Bug Fix: Documents : User uploaded a private document it went to the general space
  21. Bug Fix: Opportunities : New > documents – a warning message was required to show when we clicked on Save without uploading a document
  22. Bug Fix: Settings : Entire Site >> Privileges >> Remove Users – added a warning message
  23. Bug Fix: Issue Tracker : Now shows an error message when user tries to upload without selecting a file
  24. Bug Fix: Emails : Options >> Mailing List – Was saving the list even though there was no name added
  25. Bug Fix: Tasks : Subtask Detail Screen – spacing was uneven between title and description
  26. Bug Fix: Issue Tracker : Admin – Fixed fields – List Item – Fixed the drop down width

12.1.4 – Aug 31, 2023

  1. Enhancement: General: Settings – Manage Holidays – Once the holidays are set, added a feature to change the country
  2. Enhancement: Notes: Redesigned the notes look and feel
  3. Enhancement: Notes: In new note created Add Notebook button to add notebook instantly
  4. Enhancement: Tasks: Reworded Track Time to Work Notes
  5. Bug Fix: Contact Manager: Was not able to set the company name in the detail screen
  6. Bug Fix: Contact Manager: Admin – Rules – Onscreen rules – Add new rule – Action – Set a field value – change dropdown to birthdate – empty value – it was throwing yellow screen error
  7. Bug Fix: Contact Manager: Contacts – Edit Contact – User does’nt have permission to edit contact but was able to edit
  8. Bug Fix: CRM: Search results were incorrect when we searched on All fields
  9. Bug Fix: Customer Portal: Web Form: Field type is made more obvious (Specified what type of field it is like email, number etc)
  10. Bug Fix: Emails: Options – Mailing list – Manage list Members – was giving yellow screen error
  11. Bug Fix: General: Share report – Secured – When clicked on dropdown the help text is now removed
  12. Bug Fix: General: Black skin > Tasks > Sub-tasks – when we click on details, it was showing the details in black color
  13. Bug Fix: Invoices: Invoice > View Invoice > Accept Payments – in PayPal if we did not fill details and click on pay link, it was giving error
  14. Bug Fix: Issue Tracker: Users were not getting time based tracker emails if they had only one issue
  15. Bug Fix: Issue Tracker: Issue Escalation rules >> Time trigger frequency was not setting back correctly on edit
  16. Bug Fix: Project: Admin > Edit Alias > save and next was going to Expenses > Profile screen
  17. Bug Fix: Tasks: Tasks – New Task – Alignment messed up. Made the error message display below textbox
  18. Bug Fix: Tasks: Was unable to attach multiple documents in tasks
  19. Bug Fix: Tasks: Task: Assigned To was coming as number in history
  20. Bug Fix: Tasks: Task List screen is now sorted by Due Date Descending
  21. Bug Fix: Time Off: Time off > when availability date was not set for a category, it gives a warning, but later if we added the date it was giving error
  22. Bug Fix: Time Off: Time off > Accruals – new accruals was saving even if we did not enter the expires after x months. And when we edit the same it was giving yellow error
  23. Bug Fix: Timesheet: Alignment of the Proxy button is fixed

12.1.0 – May 16, 2023

  1. Enhancement: Accounts: csv import of Accounts with duplicate detection is now implemented
  2. Enhancement: Monitor: Added a new application called Monitor that is capable of monitoring all your computers
  3. Enhancement: Time-Off: Redesigned the application. It can now show the history of all accruals starting from the time it was setup
  4. Enhancement: Time-Off: Category & Accruals >> set availability >> Added Search and Clear buttons
  5. Bug Fix: Issue Tracker: Issue >> estimate now shows an error message if no value is entered
  6. Bug Fix: Issue Tracker: Fixed the view issue >> notes >> see more link button is now functioning
  7. Bug Fix: General: Added a button to add new Role to the privileges screen
  8. Bug Fix: Time-Off: Admin >> Category & Accruals >> Availability >> Set Availability >> Reset button no longer shows yellow screen error
  9. Bug Fix: Timesheet: Approval emails now does not spoof the actual email address of the user

12.0.4 – Mar 14, 2023

  1. Enhancement: General: Search added to the user dropdown box in many places
  2. Enhancement: Home Page: Redesigned the home page dashboard
  3. Enhancement: Settings: Complete redesign of the Role Privileges screen more…
  4. Enhancement: Settings: Complete redesign of the Organization Application selection screen more…
  5. Enhancement: Time Off: Redesign of the Time Off application more…
  6. Enhancement: Timesheet: QuickBooks IIF import changed for the new QuickBooks version
  7. Bug Fix: Contact Manager: Contact – Edit Contacts – Non Admin can now edit others contact when there is permission to edit contact in role privilege.
  8. Bug Fix: Customer Portal: Add a cancel button to the admin screen.
  9. Bug Fix: Invoices: Fixed invoice alignment issues
  10. Bug Fix: Opportunities: List – When there is empty list in opportunity create new opportunity button was missing from the list screen
  11. Bug Fix: Time Off: Admin – Cancel button was throwing yellow screen in all tabs
  12. Bug Fix: Tasks: Fixed Estimate and Spent time so that the current estimate is shown on the edit screen

Release notes for version 9.x and below