Updates and Tools for AllClients White Label Partners

Tracking Password Changes, Using Action Sets to set Custom Field Values and more

Account Log Report – Password Changes
We’ve added tracking for changes to a password for both the account owner and team user to the Account Log Report.

Action Set – Set Custom Field Value
You may now add or edit a value in the Custom Fields with your Action Set. This works with the check boxes, the drop downs and also the text fields.

Advanced Search – No Open To-Do’s
Search for contacts that do not have an open To-Do. This will help you keep track of any contacts that may have fallen through the cracks and need some follow up.

Custom Action Set Actions – Asking for User Input
As you know, you can create Custom Action Set Items for your users. There is now an option for a user input parameter. Check out how it works on our Developer Blog.