OfficeClip Reference Manual


Table of Contents

1. About this Manual
1.1. Conventions used in this Manual
2. About OfficeClip
2.1. The OfficeClip Components
2.1.1. Desktop
2.1.2. Contacts
2.1.3. Issue Tracker
2.1.4. Timesheet and Expenses
2.1.5. Projects
2.1.6. Extranet
3. General concepts
3.1. Tags
3.1.1. Creating Tags
3.2. Reports
3.2.1. Creating New Report
3.2.1.1. General Information
3.2.1.2. Select Fields
3.2.1.3. Configure Fields
3.2.1.4. Select Groups
3.2.1.5. Select Filters
3.2.1.6. Filter Permissions
3.2.2. Editing Reports
3.2.3. Sharing Reports
3.2.4. Scheduling Reports
3.2.5. Report Permission
4. Getting Started
4.1. Logging on to OfficeClip
4.2. OfficeClip Interface
5. OfficeClip Settings
5.1. Overview
5.2. Entire Site
5.2.1. Information
5.2.1.1. Regional Settings
5.2.1.2. Site Labels
5.2.1.3. Holidays
5.2.1.4. Login Ids
5.2.1.5. Options
5.2.2. Presentation
5.2.2.1. Header
5.2.2.2. Login Screen
5.2.2.3. Email Templates
5.2.3. Privileges
5.2.3.1. Site Administrator
5.2.3.2. Remove Users
5.2.3.3. Site Applications
5.2.3.4. SQL Server Login
5.2.4. License
5.2.4.1. Show License Information
5.2.4.2. Renew License Information
5.2.4.3. Request New License
5.2.4.4. Download Latest Patches
5.2.4.5. Apply License Information
5.3. Organization Settings
5.3.1. Icons
5.3.2. Privileges
5.3.2.1. What are Roles
5.3.2.2. Manage Roles
5.3.2.3. Organization Administrators
5.3.2.4. Role Privileges
5.3.2.5. Organization Applications
5.3.2.6. Access Defaults
5.3.3. Users
5.3.3.1. User Details
5.3.3.2. Reset Password
5.3.3.3. Add or Remove User from Organization
5.3.4. Organization
5.3.4.1. Create New Organization
5.3.4.2. Remove Organization
5.3.4.3. Rename Organization
5.3.4.4. Time zone & Custom Fields
5.3.4.5. Manage Divisions
5.3.4.6. Managing Department
5.3.5. Extranet Administration
5.4. My Profile
5.4.1. Change Password
5.4.2. Personal Preferences
5.4.3. Manage Personal Detail
5.4.3.1. Configuring the Pay Period
5.4.4. Skin
6. Accounts
6.1. Overview
6.2. Understanding OfficeClip Accounts
6.3. Using Accounts
6.3.1. Creating a New Account
6.3.2. Bulk Options
6.3.3. Accounts List
6.3.4. Editing Accounts
6.3.5. Viewing Account Details
6.3.5.1. Tools Menu
6.3.5.2. New Menu
6.3.6. Using Related Information
6.3.6.1. Notes
6.3.6.2. Activities
6.3.6.3. Documents
6.3.6.4. Contacts
6.3.6.5. Opportunities
6.3.6.6. Invoices
6.3.7. Export Accounts
6.3.8. Print
6.3.9. Account Tags
6.3.10. Permission and Ownership of Accounts
6.3.10.1. Permission of Accounts
6.3.10.2. Ownership of Accounts
6.3.11. Searching and Filtering Accounts
6.3.11.1. Search and Sort
6.3.11.2. Filters
6.3.12. Reports
6.3.12.1. Category : Accounts
6.3.12.2. Category: Organization
6.3.12.3. Category: Project
6.3.12.4. Creating Reports
6.3.12.5. Viewing Reports
6.3.12.6. Scheduled Reports
6.3.12.7. Shared Reports
6.3.13. Import/Export Accounts
6.3.13.1. Importing Accounts
6.3.13.2. Exporting Accounts
6.4. Accounts Administration
6.4.1. Icons
6.4.2. Fixed Fields
6.4.2.1. Configuring List Fields
6.4.3. Custom Fields
6.4.4. Related Info
6.4.5. Rules
6.4.5.1. On Screen Fields
6.4.5.2. Workflow Rules
6.4.5.3. Access Rules
6.4.6. Customize Screen
6.4.7. Relations
7. Announcements
7.1. Overview
7.2. Using Announcements
7.2.1. Access Announcements
7.2.2. Add an Announcement
7.2.3. Archived Announcements
8. Calendar
8.1. Overview
8.2. Accessing and Using Calendar
8.2.1. Creating Events
8.2.1.1. Additional Options
8.2.2. Accepting RSVP's
8.2.3. Agenda
8.2.4. Import and Export Calendar
8.2.4.1. Importing Calendar
8.2.4.2. Export Calendar
8.2.5. Syncing Calendar
8.2.5.1. Google Sync
8.2.6. Shared Calendar
8.3. Administration of the Calendar
8.3.1. Managing Labels
8.3.2. Resource Management
8.3.3. Organization Profile
8.3.4. Personal Profile
9. Campaigns
9.1. Overview
9.2. Understanding OfficeClip Campaigns
9.3. Using Campaigns
9.3.1. Campaigns List
9.3.2. New Campaigns
9.3.3. Campaign Design
9.3.4. Viewing Campaigns
9.3.5. Sending Campaigns
9.3.6. Mail Merge Campaigns
9.3.7. Export Campaigns
9.3.8. Print
9.3.9. Campaign Tags
9.4. Campaign Administration
9.4.1. Icons
9.4.2. Fixed Fields
9.4.2.1. Configuring List Fields
9.4.3. Custom Fields
9.4.4. Related Info
9.4.5. Customize Screen
9.4.6. Relations
10. Competitors
10.1. Overview
10.2. Understanding OfficeClip Competitors
10.3. Using Competitors
10.3.1. Creating New Competitor
10.3.2. Bulk Options
10.3.3. Competitor List
10.3.4. Editing Competitors
10.3.5. Viewing Competitor Details
10.3.5.1. Tools Menu
10.3.5.2. New Menu
10.3.6. Using Related Information
10.3.6.1.
10.3.6.2. Documents
10.3.6.3. Activities
10.3.7. Export Competitors
10.3.8. Print
10.3.9. Competitor Tags
10.3.10. Searching and Filtering Competitors
10.3.10.1. Search and Sort
10.3.10.2. Filters
10.3.11. Reports
10.3.11.1. Category: Competitor
10.3.11.2. Creating Reports
10.3.11.3. Viewing Reports
10.4. Competitors Administration
10.4.1. Icons
10.4.2. Fixed Fields
10.4.2.1. Configuring List Fields
10.4.3. Custom Fields
10.4.4. Related Info
10.4.5. Customize Screen
10.4.6. Relations
11. Contacts
11.1. Overview
11.2. Understanding OfficeClip CRM
11.2.1. CRM Components
11.3. Using Contacts
11.3.1. Creating New Contact
11.3.2. Bulk Options
11.3.3. Contact List
11.3.4. Viewing Contact Details
11.3.4.1. Tools Menu
11.3.4.2. New Menu
11.3.5. Using Related Information
11.3.5.1. Activities
11.3.5.2. Campaigns
11.3.5.3. Notes
11.3.5.4. Issues
11.3.5.5. Emails
11.3.5.6. Documents
11.3.5.7. Relations
11.3.6. Export Contacts
11.3.7. Print
11.3.8. Add Picture
11.3.9. Links to Social networking sites
11.3.10. Tags
11.3.11. Call List
11.3.11.1. Daily Call List
11.3.11.2. Creating Call List
11.3.11.3. Using Call List
11.3.12. Extranet
11.3.13. Editing Contacts
11.3.13.1. Modify button
11.3.13.2. Clone button
11.3.13.3. Delete button
11.3.14. Permission and Ownership of Contacts
11.3.14.1. Permission of Contacts
11.3.14.2. Ownership of Contacts
11.3.15. Searching and Filtering Contacts
11.3.15.1. Search and Sort
11.3.15.2. Filters
11.3.16. Reports
11.3.16.1. Category : Contacts
11.3.16.2. Category: Organization
11.3.16.3. Category: Project
11.3.16.4. Creating Reports
11.3.16.5. Viewing Reports
11.3.16.6. Scheduled Reports
11.3.16.7. Shared Reports
11.3.17. Syncing Contacts
11.3.17.1. Importing Contacts
11.3.17.2. Exporting Contacts
11.3.17.3. Google Sync
11.3.17.4. Synchronization Direction
11.3.17.5. Synchronization Policy
11.3.17.6. Synchronization Status
11.3.17.7. Outlook Sync
11.4. Contacts Administration
11.4.1. Icons
11.4.2. Fixed Fields
11.4.2.1. Configuring List Fields
11.4.3. Custom Fields
11.4.3.1. Field Type
11.4.3.2. Required Fields
11.4.3.3. Restricting a Field Edit-ability by Role
11.4.4. Related Info
11.4.5. Web Forms
11.4.6. Rules
11.4.6.1. On Screen Fields
11.4.6.2. Workflow Rules
11.4.6.3. Access Rules
11.4.7. Customize Screen
11.4.8. Relations
11.4.9. Manage Duplicates
12. Documents
12.1. Overview
12.2. Using Documents
12.2.1. Accessing Documents
12.2.1.1. Document Attributes
12.2.2. Creating Folders
12.2.3. Uploading Documents
12.2.4. Moving and Copying Documents and Folders
12.2.5. Sharing Documents
12.2.5.1. View Share
12.2.5.2. Create Share
12.2.6. Modifying Documents/Folders
12.2.6.1. Deleting Documents and Folders
12.2.6.2. Renaming Documents and Folders
12.2.6.3. Downloading Documents
12.2.6.4. Locking and Unlocking Documents
12.2.6.5. Changing Permissions
12.2.7. Searching Documents
12.3. Administration of Documents
12.3.1. Application Documents
13. Email
13.1. Overview
13.2. Using Email
13.2.1. Accessing Email
13.2.2. Composing Emails
13.2.3. View Email
13.2.4. Creating Email Accounts
13.2.5. Working with Various Email Servers
13.2.5.1. Yahoo! Mail Plus account
13.2.5.2. Google Mail account
13.2.6. Email Folders
13.2.7. Searching Email
13.2.8. Email Options
14. Expenses
14.1. Overview
14.2. Understanding OfficeClip Expenses
14.2.1. Currency
14.3. Using Expense
14.3.1. Creating an Expense
14.3.2. Inbox/Outbox Portlet
14.3.3. Exporting Expenses
14.3.3.1. CSV (Individual Expense)
14.3.3.2. CSV (Bulk Expense)
14.3.4. Generating Expense Reports
14.3.4.1. Expense Reports
14.3.4.2. Other Reports
14.3.4.3. Creating Reports
14.3.4.4. Viewing Reports
14.3.4.5. Scheduled Reports
14.3.4.6. Shared Reports
14.3.5. Archiving Expenses
14.3.6. Reimbursements
14.3.7. Searching Expenses
14.4. Expense Administration
14.4.1. Adding Expense Types
14.4.2. Editing Fields to Create Aliases
14.4.3. Setting up Expense Profiles
14.4.4. Setting up Expense Workflow
14.4.5. Setting up Default Currency
14.4.6. Managing User's Expense sheets
14.4.6.1. Rerouting Expense sheets
14.4.7. Allocating Projects
14.4.8. Allocate User
14.4.9. Users
15. Extranet
15.1. Overview
15.2. Understanding Extranet
15.2.1. Managing Extranet Users
15.2.2. Manage New or Existing Users
15.2.3. Creating Extranet shares
15.2.3.1. Sharing Documents
15.2.3.2. Sharing Reports
15.2.3.3. Issue Tracker: Web Forms
15.2.4. Testing Extranet
16. Home Page
16.1. Overview
16.2. Understanding OfficeClip Home Page
16.3. Using Home Page
16.3.1. Accessing Home Page
16.3.2. Manage Portlets
16.3.3. Editing Portlets
16.3.4. Reset Dashboard
17. Invoices
17.1. Overview
17.2. Understanding OfficeClip Invoices
17.3. Using Invoices
17.3.1. Creating a New Invoice
17.3.1.1. Invoice Fields
17.3.1.2. Invoice Items
17.3.1.3. Recurring Invoice
17.3.2. Invoice List
17.3.3. Viewing an Invoice
17.3.3.1. Editing Invoices
17.3.3.2. Email Invoice
17.3.3.3. Accept Payment
17.3.3.4. Void Invoice
17.3.3.5. Delete Invoice
17.3.3.6. Archiving Invoice
17.3.4. Billing
17.3.5. Buyer Invoice Portal
17.4. Invoice Administration
17.4.1. Profile
17.4.2. Taxes
17.4.3. Terms
17.4.4. Payment Gateways
17.4.5. Template
17.4.6. Items
18. Issue Tracker
18.1. Overview
18.2. Understanding OfficeClip Issue Tracker
18.3. Binders
18.3.1. Creating Binders
18.3.2. Viewing Binders
18.4. Using Issue Tracker
18.4.1. Creating Issues
18.4.2. Viewing List of Issues
18.4.3. Editing Issues
18.4.3.1. Modify Button
18.4.3.2. Delete Button
18.4.3.3. Track Time
18.4.4. Searching and Filtering Issues
18.4.4.1. Search Issues
18.4.4.2. Sorting Columns
18.4.4.3. Filters
18.4.5. Reports
18.4.5.1. Category: Issues
18.4.5.2. Category: Organization
18.4.5.3. Category: Projects
18.4.5.4. Creating Reports
18.4.5.5. Viewing Reports
18.4.5.6. Scheduled Reports
18.4.5.7. Shared Reports
18.4.6. Import and Export
18.4.6.1. Importing Issues from a CSV file
18.4.6.2. Exporting Issues to XML
18.4.6.3. Exporting Issues to CSV file
18.4.7. Web Forms
18.4.7.1. Secured Link
18.4.7.2. Web Link
18.5. General Concepts
18.5.1. Custom Fields
18.5.2. Rules
18.5.3. Email Capture
18.6. Issue Tracker Administration
18.6.1. Icons
18.6.2. Fixed Fields
18.6.2.1. Configuring List Fields
18.6.3. Custom Fields
18.6.4. Position
18.6.5. Options
18.6.6. Rules
18.6.6.1. Notification Rules
18.6.6.2. Escalation Rules
18.6.7. Bulk Processing
18.6.8. Email Capture
19. Notes
19.1. Overview
19.2. Using Notebook
19.2.1. Accessing Notebook
19.3. Creating Notebook
19.3.1. Modify Notebook
19.4. Using Notes
19.4.1. Add a Note
19.4.2. Modify Notes
19.4.3. Search Notes
20. Opportunities
20.1. Overview
20.2. Understanding OfficeClip Opportunities
20.3. Using Opportunities
20.3.1. Creating a New Opportunity
20.3.2. Bulk Options
20.3.3. Opportunity List
20.3.4. Editing Opportunities
20.3.5. Viewing Opportunity Details
20.3.5.1. Tools Menu
20.3.5.2. New Menu
20.3.6. Using Related Information
20.3.6.1. Notes
20.3.6.2. Activities
20.3.6.3. Documents
20.3.7. Contact Roles
20.3.8. Competitor
20.3.9. Export Opportunities
20.3.10. Print
20.3.11. Opportunity Tags
20.3.12. Permission and Ownership of Opportunities
20.3.12.1. Permission of Opportunities
20.3.12.2. Ownership of Opportunities
20.3.13. Searching and Filtering Opportunities
20.3.13.1. Search and Sort
20.3.13.2. Filters
20.3.14. Reports
20.3.14.1. Category : Opportunities
20.3.14.2. Category: Organization
20.3.14.3. Category: Project
20.3.14.4. Creating Reports
20.3.14.5. Viewing Reports
20.3.14.6. Scheduled Reports
20.3.14.7. Shared Reports
20.3.15. Import/Export Opportunities
20.3.15.1. Importing Opportunities
20.3.15.2. Exporting Opportunities
20.4. Opportunities Administration
20.4.1. Icons
20.4.2. Fixed Fields
20.4.2.1. Configuring List Fields
20.4.3. Custom Fields
20.4.4. Related Info
20.4.5. Rules
20.4.5.1. Access Rules
20.4.6. Customize Screen
20.4.7. Relations
20.4.8. Contact Role
21. Projects
21.1. Overview
21.1.1. Understanding OfficeClip Projects
21.1.1.1. Accessing Projects
21.1.1.2. Creating Projects
21.1.2. Viewing Project Details
21.1.2.1. Modifying a Project
21.1.2.2. Accessing Accounts
21.1.2.3. Creating Accounts
21.1.3. Viewing Account Details
21.1.3.1. Modifying Account Lists
21.1.4. Permission and Ownership of Accounts
21.1.4.1. Permission of Accounts
21.1.4.2. Ownership of Accounts
21.1.5. Allocating Projects
21.1.6. Allocating Users
22. Tasks
22.1. Overview
22.2. Using Tasks
22.2.1. Accessing Tasks
22.2.2. Creating Tasks
22.2.3. Filtering Tasks
22.2.4. Tracking Time
22.2.5. Import and Export
22.2.6. Reports
22.2.6.1. Category: Tasks
22.2.6.2. Creating Reports
22.2.6.3. Viewing Reports
22.2.6.4. Scheduled Reports
23. Timesheet
23.1. Overview
23.2. Understanding OfficeClip Timesheet
23.3. Welcome screen
23.4. Proxy
23.5. DCAA
23.6. Using Timesheet
23.6.1. Creating a Timesheet
23.6.2. Inbox/Outbox Portlet
23.6.3. Viewing and Editing Timesheet
23.6.4. Import/Export
23.6.4.1. Exporting Timesheets
23.6.5. Importing TrackTime
23.6.6. Archiving Timesheets
23.6.7. Auto-approving Timesheets
23.6.8. Reports
23.6.8.1. Category: Timesheet
23.6.8.2. Category: Organization
23.6.8.3. Category: Projects
23.6.8.4. Creating Reports
23.6.8.5. Viewing Reports
23.6.8.6. Scheduled Reports
23.6.8.7. Shared Reports
23.6.9. Searching Timesheets
23.7. Timesheet Administration
23.7.1. Creating Aliases
23.7.2. Setting up the Timesheet Profiles
23.7.3. Auto-approving Timesheets
23.7.4. Setting Up Workflow - Routing
23.7.4.1. Manual Approval Path
23.7.4.2. Pre-Determined Approval Path
23.7.5. Adding Service Items
23.7.6. Configuring Billing Rates
23.7.7. Defining Rules for Timesheet
23.7.7.1. Editing rules
23.7.8. Defining Payroll Categories
23.7.9. Managing User's timesheets
23.7.9.1. Rerouting timesheets
23.7.10. Allocating Projects
23.7.11. Allocating User
23.7.12. Manage Users
24. Time Off
24.1. Overview
24.1.1. Accruals Explained
24.1.1.1. Scenarios
24.2. Using Time Off
24.2.1. Requesting a New Time Off
24.2.2. Archiving Time Off Requests
24.2.3. Delete Time Off Requests
24.2.4. Approving Time Off Requests
24.2.5. Time Off Calendar
24.2.5.1. Reports
24.2.5.2. Creating Reports
24.2.5.3. Viewing Reports
24.3. Time Off Administration
24.3.1. Assign Approver
24.3.2. Category & Accruals
24.3.2.1. Set User Accruals
24.3.2.2. History
24.3.2.3. Availability
24.3.2.4. Adjustments
24.3.3. Labels
24.3.4. Users
25. Users
25.1. Overview
25.1.1. Accessing Users
25.1.2. Managing Users
25.1.3. Modifying User Details
25.1.3.1. Editing User Details
25.1.3.2. Delete Users
25.1.3.3. Permissions
25.1.3.4. Change Password
25.1.4. Searching Users
25.1.5. Import and Export
25.1.5.1. Importing Users from CSV files
25.1.5.2. Importing Users from vCard files
25.1.5.3. Importing Users from LDAP files
25.1.5.4. Export Users to CSV or vCard file