At a glance, you can now tell if contacts have files attached to their record. When you are on a Contact Record, the number of file attachments on that contact are displayed with a number count. You will not see a count if there are not attachments.
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.
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:
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.
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.
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:
We’ve added the option to include your own phone labels on phone numbers in the import process.
Learn more about what that means and how to use this option on your next import by reviewing this Knowledge Base Article.
Here is what your spreadsheet to import will look like: