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  • February 2019 Newsletter
  • January 2019 Newsletter
  • 9 New Email Templates
  • New Action Set Action – Set Custom Field
  • New Email Content Designer

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February 2019 Newsletter

Client Newsletter Ready: Your February 2019 Monthly Newsletter is now available in your AllClients.com account (Email & Word Versions).

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

Posted on January 25, 2019January 25, 2019Author Jen BrownCategories Announcements

January 2019 Newsletter

Client Newsletter Ready: Your January 2019 Monthly Newsletter is now available in your AllClients.com account (Email & Word Versions).

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

Posted on December 26, 2018January 7, 2019Author Jen BrownCategories Announcements, New Features & Updates

9 New Email Templates

We’ve added 9 new Email Templates. Go to Email Templates and click Add Email Template to choose one of our new designs for your next email.

Posted on December 20, 2018December 20, 2018Author Jen BrownCategories New Features & Updates, Uncategorized

New Action Set Action – Set Custom Field

Use an Action Set to set a value to a Custom Field. You can use this new action to check a check box, choose a drop down option or add free text to one of your Custom Fields for you. This new option is easy to create, easy to use, and it is a great time-saver.

Posted on December 11, 2018December 10, 2018Author Jen BrownCategories New Features & Updates

New Email Content Designer

Fasten your seat belts!

We’ve had a busy summer working on the most fun and exciting thing we have built in years!

Check out our new Email Content Designer and then try it out today!

 

Watch how easy it is to create a beautiful new email template:

Posted on December 3, 2018December 4, 2018Author Jen BrownCategories Announcements, New Features & Updates

December 2018 Newsletter

Client Newsletter Ready: Your December 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

Posted on November 27, 2018Author Jen BrownCategories Announcements

November 2018 Newsletter

Client Newsletter Ready: Your November 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

Posted on October 26, 2018Author Jen BrownCategories Announcements

Search for Contacts with or without To-Do’s

You can use our Advanced Search option to search for Contacts with Open To-Do’s, Completed To-Do’s, both Open or Completed To-Do’s, or search for Contacts with No To-Do’s.

These searches will help ensure that no contacts slip through the cracks and that you are communicating with everyone as you planned.

Posted on October 18, 2018Author Jen BrownCategories Education & Training, New Features & Updates

October 2018 Newsletter

Client Newsletter Ready: Your October 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

Posted on September 27, 2018September 27, 2018Author Jen BrownCategories Announcements

Add Contacts to Your Home Screen

We’ve made it easy for your to add your most frequently accessed contacts to your Dashboard.

Click the Dashboard Icon from the contact record and the contact shortcut will be created.

For more information on customizing your Dashboard, watch this video.

Posted on September 19, 2018Author Jen BrownCategories Education & Training, New Features & Updates

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