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.
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.
You can now edit a Custom Field for a group of contacts using Group Edit.
This will let you change the text you have in the field for everyone in your workgroup at the same time.
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.
Here is how it looks:
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.
Funnel Blueprints can be found in Action Sets, Autoresponders, Landing Pages and To-Do Plans. Check them out:
You may edit from the Funnel Blueprint page and you will find breadcrumb links at the top of the page to help you get back to where you want in the clicking process.
You can use the Phone Number to search for duplicate contact records now. Go to Reports, Duplicate Contacts Report and choose Phone Numbers from the drop down.