Enhancements to the List of Email Templates, the Duplicate Contacts Report and the Advanced Search

List of Email Templates Enhancements

We’ve adjusted the layout of the list of Email Templates. This is setting the stage for some further enhancements that will be coming. Your Email Templates will now look like this:

EmailTemplatesList

You can share or delete without the page reloading which will keep your place if you have a long list of templates.

Duplicate Contacts Report Check Other Email

We’ve also added Other Email to the Duplicate Contacts Report. We now identify if the email in the Other Email is a duplicate in the system.

Advanced Search Remembers Your Page

The Advanced Search will now remember your page. If you leave and come back, it will bring you back to the page you were on.

New Intelligent Links and Note Icons

We are getting ready to release an update with Intelligent Links and Note Icons.
The Marketing Angle for Intelligent Links
Don’t just put ordinary links in your emails – make your links intelligent! With Intelligent Links you can see who is clicking on what links. Then have AllClients automatically update their contact record, stop and start autoresponders, and notify you via text or email.
 
Please watch the 2 Videos explaining Intelligent Links:
 
New Notes Icons
We also added some icons to the notes to try to make things clearer. It also adds a splash of color.
NoteIcons

Grouping Selected Flags

In Flags, when you click from a Contact to edit the Flags, all of the selected Flags for the Contact will be grouped at the top of the list. This will be helpful to users with large Flag libraries. Check out how it will look.

Flags

Customize Your Contact Tabs and Automate Your Workflow in VoiceTouch

This week’s update will have 2 new features.

Customize Contact Tabs

Have you ever wanted to hide tabs on the contact record that you don’t use? Or change the tab order so that the tab you use the most is at the top of the tab list?

Each user can now customize how they see the Contact Tabs. You can drag to re-order all of the tabs or hide those you don’t use. The top tab will be the tab you see when they visit a contact. The Notes tab can not be hidden, but it can be moved.

CustomizeTabs

 

Automate Your Workflow in VoiceTouch

If you are using our VoiceTouch system, you may now Trigger Intelligent Actions when someone calls an extension. You create a contact, add flags and trigger an Action Set. This is what is will look like in the Extension set-up screen.

VoiceTouchActionsSets