Copy Contact, Duplicate Report and More

We’ve added a few things to your system, wanted to give you a heads up.

Copy Contact
We’ve added a new Action to copy an existing contact’s demographics to create a new contact.
copycharlie

 

Duplicate Report
We’ve added a new option to the duplicate report. You can check duplicates in the primary email or both emails. For loading speed, the first option is a better choice.
reportduplicates

 

Landing Page Edit Content
The edit content tab is gone from template based Landing Pages. You will now use the Edit Content link right from the Preview Tab. The edit content link (you know, the …) is in the top left of the preview page. This makes for faster and easier editing. See arrows in image for example.
editcontent

 

Clickable Reports
We’ve made all of our reports clickable. Click on the section of the pie chart to see the contacts that fit this filter group. The none section will not take you to a contact list as there are no contacts to show.
clickable

 

Birthday Assistant
You have always had the option to either send an email or set up a To-Do reminder. You can now do both.
birthdayassitantboth

 

ClientTouch Group Edit 
We’ve added a new option to Group Edit. You can now include the Company Name in your Mailing Addresses for all of your contacts (or remove the company name).
groupeditco