Contact Attachment Count
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
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Getting Started Webinar
You are invited to a join.me online overview of AllClients with Co-Founder and CEO, Jeff Shamus. Jeff will take you through AllClients to help you
Funnel Blueprints
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
October 2017 Newsletter
Client Newsletter Ready: Your October 2017 Monthly Newsletter is now available in your AllClients.com account (Email, Paper, & Word Versions) Video: All about your monthly newsletter:
Search for Duplicates by Phone Number
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
Send Duplicates to ClientTouch
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
New Advanced Search Option
We’ve added a new selection to the options in the Advanced Search. You can now find all of your contacts that have not yet gotten
Email Information in the Notes
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
Add a Group of Referrals to ClientTouch
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
Work with Related Contacts
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
