View Contact Appointments for The Entire Team
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
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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
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
September 2017 Newsletter
Client Newsletter Ready: Your September 2017 Monthly Newsletter is now available in your AllClients.com account (Email, Paper, & Word Versions) Video: All about your monthly
