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.
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.
When you are using an Action Set with Pauses, the Action Set will run over a period of time. If you have an Action Set that has remaining steps, you will now see the number of steps that remain. Clicking on the Remaining Steps will show you the step and the date that step will occur.
Learn more about Action Sets by watching this video.
The Recently Edited Settings Widget makes it really easy to get back to something you were working on. See your most recently updated Settings with a link to access them quickly in this new widget.
Watch this video for more on how to customize your Dashboard.
We’ve made it so that you may make changes to your advanced searches and update a saved search without having to rename the search and save it as new. When saving a search, choose Update Existing Saved Search and choose which search you are updating.
When you are in a saved search, there will now be a note at the top of the Advanced Search page identifying which saved search you are viewing.
Learn more about Saved Searches by watching this video.
This new option in Action Sets pauses an Action Set until a set time of Day. If you want an email or notification to go out at a certain time, use the Pause Until Time of Day.
To bring you the best user experience, we’ve redesigned and modernized the AllClients system.
Update your account now in your Account Settings. Choose your new color too!
Check out the new Flags. You can now choose a Flag color and icon to create more combinations and prettier Flags.
Go to Settings then Flags to edit your Flags.
We’ve added 3 new features that will help you manage your opt-ins.
Required Checkbox for Landing Pages
This is an Extra Field you can add to a Landing Page. It must be checked before your prospect can click the Submit. Each user can add their own text (unlimited).
Advanced Search – Search by Type of Opt-In
You can search your opt-ins by the type of consent.
Confirm Consent of an Opted-In Contact
When you want to confirm a contact wants to continue to receive information from you, use our Mail Merge Field Opt-In Confirmation Link.