January 2019 Newsletter
Client Newsletter Ready: Your January 2019 Monthly Newsletter is now available in your AllClients.com account (Email & Word Versions). Video: All about your monthly newsletter:http://www.allclients.com/video/31
New Features & Updates
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9 New Email Templates
We’ve added 9 new Email Templates. Go to Email Templates and click Add Email Template to choose one of our new designs for your next
New Action Set Action – Set Custom Field
Use an Action Set to set a value to a Custom Field. You can use this new action to check a check box, choose a
New Email Content Designer
Fasten your seat belts! We’ve had a busy summer working on the most fun and exciting thing we have built in years! Check out our
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
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
Review Pending Steps of an Action Set
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
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
Update a Saved Search
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
Viewing Saved Searches
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
