AllClients Blog

April 2018 Newsletter

Client Newsletter Ready: Your April 2018 Monthly Newsletter is now available in your AllClients.com account (Email, Paper, & Word Versions)

Video: All about your monthly newsletter:
http://www.allclients.com/video/31

Multiple Social Connector Pictures

The Social Connector will now show you multiple profile pics. You may scroll through and even choose which one you want to use as you Contact Photo. You will see a number in the corner of the picture if there are multiple matches found.

Bonus additions – you will see gender and more Google Plus matches.

To learn more about the Social Connector, watch this video.

Group Edit Your Custom Fields

You can now edit a Custom Field for a group of contacts using Group Edit.

This will let you change the text you have in the field for everyone in your workgroup at the same time.

March 2018 Newsletter

Client Newsletter Ready: Your March 2018 Monthly Newsletter is now available in your AllClients.com account (Email, Paper, & Word Versions)

Video: All about your monthly newsletter:
http://www.allclients.com/video/31

February 2018 Newsletter

Client Newsletter Ready: Your February 2018 Monthly Newsletter is now available in your AllClients.com account (Email, Paper, & Word Versions)

Video: All about your monthly newsletter:
http://www.allclients.com/video/31

View Contact Appointments for The Entire Team

When you are on a contact, you can now view ALL appointments your contact has scheduled with your entire team. We used to show you the appointments you scheduled, we now show the appointments your team scheduled also. We have also added a new column to show who scheduled the appointment.

Here is how it looks: