Custom ClientTouch Actions, Custom Action Set Actions and More

We are planning for the upcoming Summit 2018! If you haven’t already, mark your calendar for May 6 & 7. Email jen@allclients.com if you have questions and let me know you are coming!

As for the updates, these are kind of technical, but allow for a lot of customization of your system!

Custom ClientTouch Actions
With the help of your developer, you can create Custom ClientTouch Actions in your White Label Version of AllClients.  Custom Client Touch Actions call external services and allow your users to do almost anything.  (Send postcards to contacts, send to another database, send to a mailing house, etc… There’s really no limit!). Learn more on our Developer Blog post: Custom ClientTouch Actions.

Custom Action Set Actions
With the help of your developer, you can create Custom Action Set Actions in your White Label Version of AllClients. Learn more on our Developer Blog post: Custom Action Set Actions

Add Uneditable System Notes to Contacts
Using a new option in AddContactNote, you can specify that a note is a “System Note”.  These notes will not be bolded, will have a special icon, and not be editable by the user.     Check out the documentation on the notes field in the AddContactNote API Documentation.

We talked earlier about the ability to add Custom Contact Tabs. Here is some new documentation on how to make the them happen. Custom Contact Tabs Documentation.

Have you seen the December API Updates? If not check them out here:  December API Updates.