New Deal List Views
We’ve enhanced the Deal List View options in your Deals. There are now 3 options for different Deal Views. The Deal List will give you a...
November 6, 2019
AllClients Blog
Email Blast Processing
We’ve made some modifications to the Email Blast Processing. The screen will look different after you click send and you will see a new Processing section...
November 4, 2019
November 2019 Newsletter
Client Newsletter Ready: Your November 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
October 25, 2019
Use Workflows to Send Texts
You can now send contacts texts using Workflows. You can also send Text Notifications to team members using your Workflows. Use this option to automate your...
October 23, 2019
Manually Opt-In a Contact for Texting
Use You can now use the Text/SMS check box on the contact record to opt-in phone numbers for texting. Uncheck the box to opt-out a phone...
October 21, 2019
The Magic of Expressing Appreciation
In my software company, we get hundreds of requests to build new features each month. Each of those requests get prioritized next to the hundreds of...
October 17, 2019
New Deal Field
We’ve added a new Deal Field to your Deal Header. There is now a Won/Lost Reason field. This field will help you track the important factors...
October 10, 2019
October 2019 Newsletter
Client Newsletter Ready: Your October 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
September 27, 2019
Workflow Notification Upgrade for Teams
We’ve added a new upgrade for teams using the Workflow Notifications. You will now be able to set email notifications to use the Mail Merge Profile...
September 20, 2019
Workflow Notification Email
We’ve enhanced the Workflow Email Notification to include the contact details. For quicker access, you will now see the name, email, phone number and source within...
September 16, 2019