Add Referrals & Related to ClientTouch, Modifications to Email Notes and More

Related Contacts – Add to ClientTouch
You wanted to be able to work with your Related Contacts as a group. You can now add the group to ClientTouch from any one of the Related Contact’s records.

 

Referrals – Add to ClientTouch
You wanted to be able to work with your Referrals as a group. You can now add a contact’s referrals all to ClientTouch from the Referrals Tab on the Contact’s record.

 

Notes about an Email include the Template Name
If you are using a template to send out an email, the template name and subject will now be included in the contact note about the email. If you do not use a template, you will continue to see just the subject.

 

API Functions Allow Contact Search by Other Email
You may now use the other email to search for a contact. Learn more on this developer blog post.

 

Import Custom Phone Labels
You may now choose to use our phone number labels or import your own. Learn how on this knowledge base article.