Periodically you will want to check your database for duplicates. Go to Reports, click on the Duplicate Contacts Report. Select how you want to look for duplicates.
Once you see the duplicates, use the new delete icon on the right of the page to clean your database quickly.
Use folders to help you find things quickly from your libraries.
You can use folders to organize your Landing Pages, Letter Templates, To-Do Plans, Autoresponders and more. Watch this video to learn how easy it is.
If you haven’t yet done it, adjust the colors of your AllClients account.
Click Here to customize your account. Or, login into your account, go to Settings, then Account Settings. Click the Customize Tab. Select your preferred color.
Click Here for more information.
You may now trigger Intelligent Actions within VoiceTouch. When editing or adding extensions, you are able to set up Actions that are associated with that Extension.
When a caller selects an extension, you can create a new contact if one doesn’t already exist with the same phone number, assign a Flag or run an Action Set.
Click to learn more about Triggering Intelligent Actions in VoiceTouch.
Action Sets are a great way to automate your workflow. They now include the option of a single To-Do.
If you aren’t using Action Sets yet, watch this video to learn more.
Use Action Sets with your Deal Stages to add structure and consistency into your workflow. This new feature will let you automate more of your transaction activities, it’s like magic!
Learn more by watching this short video:
We’ve increased your options for fields that you can merge into your Email and Letter Templates. You can now individually include Company, Address, City, State, Postal Code, Phone and Email.
This will help you customize your templates even further.
When you are entering Deals, money is represented with the Dollar Sign. You may now adjust that to the Pound or the Euro.
Here is the Help Article with the quick steps to do it: http://kb.allclients.com/m/6807/l/307305-international-change-currency-in-the-deals-from-the-to-the-or
We have made it easier to perform actions with a group of To-Do’s. In your To-Do List you can now select multiple To-Do’s and as a group, you may mark them complete, delete them, change the due date, modify the priority, reassign them and more.
Watch this video to learn how easy it is.
Use Intelligent Links in your email to track which links your contacts are clicking and automatically trigger actions. Learn more about how Intelligent Links work by watching this video.
Create your own Intelligent Links. Watch this how to video to learn more.
Here are some of the actions your links can trigger: