New Features & Updates

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

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

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

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

September 2017 Newsletter

Client Newsletter Ready: Your September 2017 Monthly Newsletter is now available in your account (Email, Paper, & Word Versions) Video: All about your monthly

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