When you are looking for a template in a drop down, you will now see a Recent folder option. This will make finding a template you just edited faster. For example, if you are looking to send an Email Blast, you can click to the list of templates and select the Recent folder. It will show you the last few templates you edited.
Client Newsletter Ready: Your April 2018 Monthly Newsletter is now available in your AllClients.com account (Email, Paper, & Word Versions)
Video: All about your monthly newsletter:
The Social Connector will now show you multiple profile pics. You may scroll through and even choose which one you want to use as you Contact Photo. You will see a number in the corner of the picture if there are multiple matches found.
Bonus additions – you will see gender and more Google Plus matches.
To learn more about the Social Connector, watch this video.
When you are on a contact, you can now view ALL appointments your contact has scheduled with your entire team. We used to show you the appointments you scheduled, we now show the appointments your team scheduled also. We have also added a new column to show who scheduled the appointment.
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.