AllClients Blog – Official updates on the latest news from AllClients.com

Getting Started Webinar

You are invited to a join.me online overview of AllClients with Co-Founder and CEO, Jeff Shamus.

Jeff will take you through AllClients to help you get started or get re-started!

He will show you how to work with your Contact Groups and how to access AllClients on your mobile device.

Then you will have an opportunity to ask your specific questions.

The meeting is Tuesday, October 3rd at 10:00 am Pacific Time.

Join the meeting: https://join.me/allclients

On a computer, use any browser. Nothing to download.

On a phone or tablet, launch the join.me app and enter meeting code: allclients

Join the audio conference:
Dial a phone number and enter access code.

Phone in: 415-655-0381
Access Code: 605-737-463#

We look forward to seeing you online!

Funnel Blueprints

Funnel Blueprints can be found in Action Sets, Autoresponders, Landing Pages and To-Do Plans. Check them out:

You may edit from the Funnel Blueprint page and you will find breadcrumb links at the top of the page to help you get back to where you want in the clicking process.

October 2017 Newsletter

Client Newsletter Ready: Your October 2017 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

Search for Duplicates by Phone Number

You can use the Phone Number to search for duplicate contact records now. Go to Reports, Duplicate Contacts Report and choose Phone Numbers from the drop down.

Send Duplicates to ClientTouch

We’ve added new functionality to the Duplicate Contact Report. You can now add a contact from the Duplicate Contact Report to ClientTouch. This will allow you to export a copy of the duplicates, or print a list, before you delete them.

Click the ClientTouch icon to add them to ClientTouch. When the ClientTouch icon is green, the contact is included in your ClientTouch workgroup.

For more tips on working with duplicate contacts, watch our How do I … Handle Duplicate Contacts video.

New Advanced Search Option

We’ve added a new selection to the options in the Advanced Search. You can now find all of your contacts that have not yet gotten a particular Autoresponder assigned to them. Use the Never Assigned This Autoresponder option.

Email Information in the Notes

We’ve enhanced the notes about a sent email. If you are using a template to send out an email, the template name and subject will now both be included in the contact note about the email. If you do not use a template, you will continue to see just the subject line.

This is what your notes will look like going forward:

Add a Group of Referrals to ClientTouch

Work with your referrals as a group. Send an email or mail a letter to all of your contacts that were referred by the same person. Use the new Send Referral Contacts to ClientTouch button in the Referrals Tab on any contact.

View all of your referrals in the Referral Tree. Learn more about the Referral Tree in this video.

Work with Related Contacts

We’ve made it easy for you to work with a group of Related Contacts. When you are on a Contact and want to perform an action, like send an email or letter to the Related Contacts, you can now use the new Send Related Contacts to ClientTouch feature. Then use the ClientTouch Actions with that new workgroup.

Learn more about setting up Related Contacts in this video.

September 2017 Newsletter

Client Newsletter Ready: Your September 2017 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