Landing Pages trigger Action Sets, Easily Copy Action Set Steps and More

Run an Action Set from a Landing Page 
You can now trigger an Action Set with a Landing Page submission. Go to the Actions Tab of a Landing Page to select your Action Set to run.

 

Action Set – Copy Step to Clipboard
If a step in your Action Set contains a lot of detail and you will be duplicating the step in this Action Set or other Action Sets, you can now copy the step to a clipboard and insert the copied step later.

 

New Default Account Settings
You may now adjust the Account Settings in your Default Account to match how you would like new accounts to be set up for Date Format, Money Format and Phone Number Format. You may also choose to Allow Duplicates.

 

ClientTouch, Group Edit – Mark Contact Inactive
If you have a group of contacts you would like to mark Inactive, you may now use ClientTouch and the Group Edit option.

 

 

Advanced Search Date Filter Term
We’ve added a new search term for any Date filters in the Advanced Search. You may now look for Dates NOT in the Last # of Days.

 

We also have some exciting new tools for partners we will releasing at our AllClients Partner Summit next month.

AllClients White Label Summit

The purpose of the conference would be 3 fold:

1. AllClients would share our vision for the near and distant future, and show you what we are currently working on.

2. We would love to hear your ideas, talk about new functionality requests, and discuss ways AllClients can help you be more successful.

3. White Label Partners will get a chance to meet other partners, and at whatever level they are comfortable with, share best practices, and network in general.

Where:
Peppermill Casino Resort – Reno, NV.
The events will be in the Peppermill Tower. Room reservations can be made online or by calling 866-238-4218. They do offer AAA or Veteran discounts.

When:
Sunday May 21st, 7pm AllClients Hosted Cocktail Reception
Monday May 22nd All Day Meetings starting at 8:00am – 7pm AllClients Hosted Dinner at Bimini’s Steakhouse

Who:
You and anyone you would like to bring from your organization.

More:
The Peppermill is about 3 miles from the Reno Airport.
The Peppermill, and all of Reno has nightlife 24/7. Come before the 21st or stay after the 22nd and enjoy the Biggest Little City in the World!
Lake Tahoe is 45 minutes away.
Virginia City is 30 minutes away.
There will still be skiing in May as we have had record snowfall here.