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.

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: