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.
Customize your Home screen to include multiple tabs. You can now have more widgets saved with multiple views.
Right-click on the Home screen and then select Customize. Use the Add Tab button in the top right to add new tabs. Right click on the tab name to re-name, move or delete.
When you are working in a Deal, you may have multiple people involved. You can now use the Send Related Contacts to ClientTouch from the deal details to then Email all of the group, or perform another action. This makes it fast and easy to communicate with everyone involved in a transaction.