Search for Contacts with or without To-Dos
You can use our Advanced Search option to search for Contacts with Open To-Dos, Completed To-Dos, both Open or Completed To-Dos, or search for Contacts
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Add Contacts to Your Home Screen
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
Email Marketing: Videos or No Videos?
The short answer is “Yes – Videos!” Email recipients find videos more interesting, and in some cases irresistible. They see the video link with the
New Widget – Recently Edited Settings
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
What is an Autoresponder and How Do I Create One?
An autoresponder is an automated process that sends emails out at preset time intervals. Let’s say you have someone interested in your product or service,
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
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
Import Your Custom Phone Labels
We’ve added the option to include your own phone labels on phone numbers in the import process. Learn more about what that means and how
Clean Up Your Duplicate Contacts
Periodically you will want to check your database for duplicates. Go to Reports, click on the Duplicate Contacts Report. Select how you want to look
