Updates

If you are using our Team system, we’ve got a great update for you. Permissions may be granted or denied for each user. Here is what an

Rolodex We’ve adjusted the rolodex and added the contact picture. Action Set Opt-In Status In Action Sets, we’ve added the option to set the Opt-In

After you import a group of contacts, you will now see an option to send your imported contacts to ClientTouch. This will allow you to

We have a new upgrade to Action Sets. We’ve added delays. Delays let you pause an Action Set for minutes, hours, days, weeks, months, etc.

Home Tab in your Admin Account When you sign into your admin account you will now have a tab called Home. This will link you

We’ve introduced the ability to change the name Action Set. You can now call that function whatever you would like (although we are limited by space).

We’ve made a few enhancements to the Action Set process. New Tab on Contact Record – Action Sets We added a new tab to each

List of Email Templates Enhancements We’ve adjusted the layout of the list of Email Templates. This is setting the stage for some further enhancements that

We are getting ready to release an update with Intelligent Links and Note Icons. The Marketing Angle for Intelligent Links Don’t just put ordinary links