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.

Reset Bounces, Search for Contact To-Do’s, and See Spam Complaints

Clear Email Bounces
We’ve added an admin tool for you to clear the Bounces on a client’s account. This will be used when there is an issue with the from address that causes bounces that are not bounces because of a true issue with the contact email. You will find this in your Admin Panel when you click on the user account.

 

Advanced Search – Search To-Do’s
You can now search for contacts that have Open To-Do’s, Complete To-Do’s, Open or Completed To-Do’s or have no To-Do’s.

 

Email Info Center – Click to See Spam Complaints
If you are using our Email Info Center on your Home Screen, when there are Spam Complaints, you can now click to see who complained and when they complained.

 

3 Features to Manage Opt-Ins

We’ve added 3 new features that will help you manage your opt-ins.

Required Checkbox for Landing Pages
This is an Extra Field you can add to a Landing Page. It must be checked before your prospect can click the Submit. Each user can add their own text (unlimited).

Advanced Search – Search by Type of Opt-In
You can search your opt-ins by the type of consent.

Confirm Consent of an Opted-In Contact
When you want to confirm a contact wants to continue to receive information from you, use our Mail Merge Field Opt-In Confirmation Link.

Texting Updates, Dashboard Additions, New User Interface and More

Our 2nd annual White Label Partner Summit was just this week (AMAZING!). We showed you many of these updates at this event. We are excited to bring them to your system.

Please read all of this post as some of these updates are in Beta. You can request to have these added to your system. Let us know which of them you want turned on.

These are updates you will be receiving:

Deal – Related Contacts Add to ClientTouch
Add all of the contacts related to a Deal to ClientTouch with the click of a button. This makes sending email updates or assigning tasks to the group quick and easy.


Dashboard Tabs

Add tabs to your customizable Dashboard. This allows for you to add more widgets and further customize the system without as much clutter in one tab. Right click to rename, move or delete the tab.


Widget Recent Settings
This new widget makes it really easy to go back to what you were working on.


Widget Contact Card

Quickly link to a contact card from the Dashboard. If you just want to call, you will have the phone number available without leaving the Dashboard.


Contact Card Add to Dashboard Icon

Add a contact card to the Dashboard quickly, right from the contact card. Just click this new handy icon.


Lading Page Add to Dashboard Icon
Add a Landing Page to your Dashboard with the extra handy icon right on the Landing Page set up page. This lets you track your Landing Page on the Dashboard.


Action Set: Pause Until Time of Day

This pauses an Action Set until a set time of Day.


Action Set: Stop If

This will stop an Action Set if there are specific changes to Categories, Sources or Flags.


Action Set: Continue Only If

This Action Set Action will continue the Action Set only if a set value is set to Categories, Sources or Flags.


Action Set: Review Pending Steps

This new option will let you review the pending steps of an Action Set from the contact card.


New Flag Designs, Icons & Colors

When creating new Flags, you now have more icon choices and you can now pick the background color and the icon. So many options! And so fun!


Texting Opt-In/Opt-Out

Contacts may now opt-out for texting (text STOP) and re-opt-in by texting START. Icons on the contact card will identify opted in and opted opt phone numbers.


Text from the Contact Widget

The new Contact Widget will have the green opt-in icon next to phone numbers that are opted-in for texting. Click this green icon and it opens the texting window.


Advanced Search Option Opted-In for Texting
You can now search for all of your contacts that opted-in for texting (or not opted-in for texting).

 

Contact List Opted-In for Texting Icon
Add this texting opt-in status to your Contact List and sort or identify opted-in contacts for texting at a glance.


Advanced Search – Note that you are Viewing Saved Search

When you are in a saved search, the Advanced Search screen will show which saved search you are currently viewing at the top of the page.


Advanced Search – Update Existing Saved Search

You can now make changes to a saved search without renaming and re-saving as a new search. When saving the search, choose update existing saved search and choose which search you are updating.


Pretty Email Templates

When you are adding a new email template, you now have the option of using our pretty template builder or starting from a blank canvas.

 

Graph Interface
This new graph interface will change the way the currently graphs look and operate ever so slightly. In the future, this tool will allow us to do more with our graphs.

 

These are updates that in Beta. Let me know if you want them in your system:

Beta:  Custom Field Types
Custom Fields may now be Text, Check boxes or Drop Downs. 

Beta:  Custom Field Type Clean Up Tool
Work with your Custom Fields to make sure the data is exactly the way it should be.


Beta:  Modern UI

A whole new look and feel for your system. If you would like this added to your system, let’s talk about the color theme you would like…


Beta:  Action Set: Texting

There are now texting options in Action Sets. You do have to be opted-in for texting for any of these features to function.

Make sure you are up on all of the latest additions to the API. Check out the newest additions on the Developers Blog.

Group Edit Custom Fields, Email Settings and Much More

We’ve made quite a few changes! Here is a summary of them:

Group Edit Your Custom Fields
We’ve added the ability to use ClientTouch, Group Edit to edit contacts’ Custom Fields. You can edit the text in the field for everyone in your workgroup at once.


Email Templates Settings Tab

As the default, we now remove formatting when copying and pasting from outside systems. Pasted text from other systems usually contains hidden HTML formatting that will not translate properly and is almost impossible to detect and/or fix. Users may choose to keep the formatting if they like hidden chaos (not recommended). To change back to the awful way, they can go to Email Templates > Settings Tab.


Appointment Tab Shows All Team Appointments

When you are on a contact, you can now view ALL appointments your contact has scheduled with your entire team. We used to show you the appointments you scheduled, we now show the appointments your team scheduled also. We have also added a new column to show who scheduled the appointment.

Social Connector Shows Multiple Photos
The Social Connector will now show you multiple profile pics. You may scroll through and even choose which one to use as your Contact Photo. You will see a number in the corner of the picture if there are multiples, 1/2 for example if you are looking at picture 1 of 2 pictures.
Bonus additions – you will see gender and more Google Plus matches.

Recent Folder Added to Template Picker Pop Up
When you are looking for a template in a drop down, you will now see a Recent folder option. This will make finding a template you just edited faster. For example, if you are looking to send a blast, you can click to the list of templates and select the Recent folder. It will show you the last few templates you edited.


Export in Batches

We’ve changed the export contact process. If users have more than 5,000 contacts in their system, they will need to export multiple files. This will fix the issues with large export file errors and it will allow for the files to be imported back into an account (the import limits the file to 5,000 contacts).

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.

Attachment Count, Customized Content Pages and API Updates

Attachment Count
We now display on the Contact Record the number of file attachments on a contact record. You will not see a count if there are no attachments.

 

Customize Your Content Pages
Learn more about how to include Account ID’s and Team Member ID’s in your Content Pages in this article: Customize the Content Pages.


New API Functions and Updates
If you are using the API, you may want to review this article to learn more about new API options.

Funnel Blueprints

Funnel Blueprints can be found in Action Sets, Autoresponders, Landing Pages and To-Do Plans. Check them out:


You will be able to Edit from the Funnel Blueprint page and you will find breadcrumb links at the top of the page to help you get back to where you want in the clicking process.

You are welcome to use this video in your Video Tutorials. Use this link:  http://www.crm-tutorials.com/videos/d49adabf151cedce5c/funnels.

Visit Groups of Rolodex Contacts Faster, New Advanced Search and More

Previous and Next from the Rolodex
When you are on a contact record and you click the Previous or Next Arrow it will take you to the previous or next contact in the contact list filter. We’ve now added this for the contacts you click from the Rolodex.

 

New Advanced Search Option
We have created a new search in the Advanced Search options. You may now search for contacts that have never been assigned a specific Autoresponder. Look for Never Assigned This Autoresponder in the search drop down.

 

Quickly Delete To-Do Plans
In the Settings, To-Do Plan page, we’ve added the option of deleting a plan from the main list with the trash can icon to make deleting plans easier.

 

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.