AllClients Blog Archive
Our blog archives features past articles from 2009 through 2018
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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
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
Add the Postal Code and City + State are Automatic
When you are entering a new contact address, add the Postal Code field first. It will automatically prefill the City + State fields for you.
August 2017 Newsletter
Client Newsletter Ready: Your August 2017 Monthly Newsletter is now available in your AllClients.com account (Email, Paper, & Word Versions) Video: All about your monthly newsletter:
July 2017 Newsletter
Client Newsletter Ready: Your July 2017 Monthly Newsletter is now available in your AllClients.com account (Email, Paper, & Word Versions) Video: All about your monthly
June 2017 Newsletter
Client Newsletter Ready: Your June 2017 Monthly Newsletter is now available in your AllClients.com account (Email, Paper, & Word Versions) Video: All about your monthly newsletter:
May 2017 Newsletter
Client Newsletter Ready: Your May 2017 Monthly Newsletter is now available in your AllClients.com account (Email, Paper, & Word Versions) Video: All about your monthly newsletter:
Mark a Group of Contacts Inactive
If you have a group of contacts you would like to mark Inactive, you may now use ClientTouch and the Group Edit option.
Apply an Action Set from your Landing Page
Landing Page submissions can now trigger an Action Set. Go to your Landing Page setup and click the Actions Tab. Choose the Action Set you
April 2017 Newsletter
Client Newsletter Ready: Your April 2017 Monthly Newsletter is now available in your AllClients.com account (Email, Paper, & Word Versions) Video: All about your monthly newsletter: