How to Use ClipMenu

  

How To Use ClipMenu

How to Create Snippets in ClipMenu

How to Use Your Snippets

Examples of Useful Snippets

Expense Reporting to accounting@itjones.com

Receipts:

Inventory:

Response to buy time and respond in under 1 hour

Ending to your messages to clients:

Response to solicitations:

Request to clients to email support@itjones.com

Response to messages from users who might not be clients:

For IT Policy Templates

For Project Support Over 30 Days (elevate to TL first):

Microsoft vs Google: Steering a client towards G Suite (elevate to TL, Sarang, or Evan)

ClipMenu is a free and handy utility for quickly accessing items copied to your clipboard with a quick shortcut. As an added bonus, you can also save frequently used snippets of text in ClipMenu.

ClipMenu lives on the taskbar on the top of your screen:

Just hit the Shift+Cmd+V shortcut or your snippets of text in whatever text box you're pasting into.

How to Create Snippets in ClipMenu

  1. Open up ClipMenu on the top right of your screen and click “Preferences”

  1. Once in “Preferences”, go to “Snippet”

  1. Here you will see all the snippets that you have created and you will be able to make new snippets as well

  1. To create a new snippet you would first have to choose a folder in which the snippet will live in, or you can create a new folder by clicking on the plus sign (+) on the bottom of the first column

  1. Once you have named the new folder, on the next column click on the plus sign (+) on the bottom of the column to create a snippet (this column is only to name the snippet)

  1. Once you have names the new snippet, highlight the title of the snippet. With the snippet highlighted you can edit the content of the snippet in the final column

  1. Once you have finished with the content of the snippet you can then proceed to use the snippet.

How to Use Your Snippets

  1. To use the snippet you have created click open up ClipMenu on the top right of your screen
  2. Choose the appropriate folder and then choose the snippet you want to use

  1. Once you have chosen the snippet that you want to you open up the application that you want to use the snippet with
  2. Once in the application of your chose go ahead and within a text field either right click and choose paste or use CMD+V to use the snippet.

  1. And that is how you use ClipMenu.

Examples of Useful Snippets

Expense Reporting to accounting@itjones.com 

Some of the most useful snippets are the accounting snippets when submitting receipts to the accounting department. The snippets for this are as follows:

Receipts:

Cost/Expense/Internal:  

Client:

Vendor: Amazon

Amount: $

Date:

Billable: YES

Reimbursable: NO

Description:

Inventory:

Zendesk Ticket #:

Cost/Expense:  Cost

Client:

Vendor:  JIT Inventory

Amount:  $0

Date:

Billable: Yes

Reimbursable: No

Description:

Some other useful templates to keep are email templates that can be used in various situations. Here are some examples that you can keep in your ClipMenu:

Response to buy time and respond in under 1 hour

Hey #CLIENT_CONTACT_NAME,

Thanks for submitting this issue. I understand that you’re having issues w/ [#DESCRIBE_PROBLEM]. [#CONSULTANT_NAME or #I] will get back to you in [#TIMEFRAME]. Talk to you soon!

Cheers,

#MY_NAME

Ending to your messages to clients:

If you have any questions or concerns, please feel free to contact Jones IT (support@itjones.com, 415.578.7111, support.itjones.com) and we will be more than happy to help you.

 

Cheers,

Ersinan

Response to solicitations: 

Thanks for your email. We're not interested. Have a great week. :)

Request to clients to email support@itjones.com 

Hi Bobby,

I understand there's an issue on the manager's workstation and you've attached a screenshot. I have just created a ticket for our team to take a look.

Sorry for the delay in getting back to you. To ensure speedy service in the future, we require our customers to email all issues to support@itjones.com or call 415-578-7111, which are both channels that our entire staff checks constantly M-F 8a-6p. The info@itjones.com address you sent your original request to does not have as many eyes on it. Hope you understand. Have a great day and we look forward to helping you out.

All the best,

Ersinan

Response to messages from users who might not be clients:

Hello,

Thanks for getting in touch. I understand you have an issue with your LG stylo 2 plus. However, we do not have your email address as being a current client.

- If you are currently a client and want speedy service, we require our customers to email all issues to support@itjones.com or call 415-578-7111, which are both channels that our entire staff checks constantly M-F 8a-6p. The info@itjones.com address you sent your original request to does not have as many eyes on it.

- If you are not a client and are interested in networking and outsourced IT for businesses, please get in touch with us by filling out our contact form: www.itjones.com/contact

- If you are an individual looking for one time support of you mobile device, we are probably not a good fit your needs. A company like Tech Collective may be worth giving a call. They tend to service more home clients so they should be better set up to help you out. Their contact information is below.

San Francisco Computer Repair

(415) 863-8820

https://www.yelp.com/biz/san-francisco-computer-repair-san-francisco-2

Hope you understand. Have a great day and we look forward to helping you out.

All the best,

Jones IT

For IT Policy Templates

Hi #NAME,

I understand your concern and need to create an #POLICY policy for #COMPANY. I have created a template to address this.

Here is the link to access the policy in google docs, word, or pdf based on your preference: #GOOGLE_LINK(MAKE SURE ANYONE CAN VIEW)

Feel free to update the policy as you see fit to the needs of #COMPANY and share it with your employees.

Please let us know if you need anything else. Have a great week!

Cheers,

Ersinan

For Project Support Over 30 Days (elevate to TL first):

I'm sorry to hear you're having an issue. Since it has been more than 30 days since we installed the equipment, our scope on the project is complete. In case you aren't up to speed on the details of our arrangement, we were hired on a project basis to install the equipment, but your company elected to not go with an ongoing service contract with us. We're happy to help, but we'd need a support contract in place to troubleshoot the issue for you. I hope you understand.

Microsoft vs Google: Steering a client towards G Suite (elevate to TL, Sarang, or Evan)

Hi David,

I've been thinking about this nonstop since our meeting last week. Deep in my soul I think that Google is a better option for you and here's why:

Google is WAY cheaper. On average, our Google customers require 3.75 less hours of IT support per year than Microsoft users. If we just consider the 70 core users in the main office, that's 262.5 of expensive IT hours, or roughly $45,000, saved per year. I think it would actually be considerably more than that after we factor in the non-core users. And don't forget that while we're working those additional 262.5 hours, your staff isn't working because they're waiting on us.

Outlook is the #1 culprit for IT requests. Over the last 3 years, we've kept detailed records of over 40,000 tickets that have come our way. Outlook accounts for 4x more requests than the next biggest offender (Microsoft Office installation issues is 2nd, Windows updates is 3rd). I know everyone is apprehensive to ditch Outlook. I was too when we switched to Google ourselves a few years ago. I considered myself the most power user of power users. But think back over the last six months... have you had an Outlook issue that required IT support? I'm willing to bet you have. If you've ever used Gmail in your personal life, when was the last time you had a problem with Gmail? I can't think of a time where my Gmail was ever down or inaccessible. Is Outlook really as good as think it is, or are you just comfortable with it?

Microsoft is confusing. The overwhelming sentiment that we've gotten from your side so far is that you want a simple way to do things with clear instructions. I have on my list to write up "simple" instructions for: -Difference between the two OneDrives on my computer

-How do I share on OneDrive.

-How do I share from the desktop version of Excel. How about the Online version?

-Which version of Excel/Word should I use when?

-Don't forget, we need instructions for desktop and online versions of all the office apps on Mac and PC.

-How do I access sharepoint? How do I share from there?

We're happy to generate support docs left and right, but I'm concerned the documentation sprawl is going to make things more complicated. Microsoft's platform is confusing, is hard to grasp, has too many options, and is BUGGY. We can follow instructions to a T and sometimes things just don't work.

I can go on and on. I wasn't joking about losing sleep thinking about this Sharepoint migration. I asked this question in my interview with Maxine and I knew it put me in major jeopardy for getting the account, but can you name a company that successfully runs on sharepoint? I can't, whereas I can name dozens on Google. I'm so for Google that I'm forfeiting $45000/yr, and probably a lot more, by recommending it. It will work way better for your use-case, the main staff will get over the loss of Outlook in 2 weeks, the migration will go much smoother, staff will require less training, you can still use your Office application (other than Outlook), data will be more accessible, your users will have a uniform experience across PC, Mac, and Chromebook (which I think could be a great option for non-power user staff), you'll be able to integrate with way more tools, and you'll be able to search for and find what you need easily.

I honestly cannot think of any pro's for going with Microsoft as the core platform.

Evan

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