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.
We’ve added a few things that you now have in your system. These are some of the requests that started at the Partner Summit. Check them out.
Update Account Passwords
You can now update passwords in the Admin.
Update an Email Template in the Autoresponder Edit Screen
When creating or editing an Autoresponder series, you may now preview and/or edit the email template from the Autoresponder edit screen.
We’ve added tracking to show how you got to an edit screen (and links to get to any part of the tracking). This is in with the Autoresponder, Edit Template and will be used in other places as we add the ability to edit from more places.
Email Template Header Options
The email Create Date is now the more requested Last Changed date. You can now also sort by the Column Headers in the Email Template section.
Here are a few reminders of items that we mentioned at the Summit.
Add variables to your header to customize your user experience. Find out more about that on our Partner Blog.
Communications Accounts automatically sync at midnight. You no longer need to manually sync them.
You can use your Communications Account to trigger Action Sets for new account. Find out more about that here.
Run an Action Set from a Landing Page
You can now trigger an Action Set with a Landing Page submission. Go to the Actions Tab of a Landing Page to select your Action Set to run.
Action Set – Copy Step to Clipboard
If a step in your Action Set contains a lot of detail and you will be duplicating the step in this Action Set or other Action Sets, you can now copy the step to a clipboard and insert the copied step later.
New Default Account Settings
You may now adjust the Account Settings in your Default Account to match how you would like new accounts to be set up for Date Format, Money Format and Phone Number Format. You may also choose to Allow Duplicates.
ClientTouch, Group Edit – Mark Contact Inactive
If you have a group of contacts you would like to mark Inactive, you may now use ClientTouch and the Group Edit option.
Advanced Search Date Filter Term
We’ve added a new search term for any Date filters in the Advanced Search. You may now look for Dates NOT in the Last # of Days.
Sunday May 21st, 7pm AllClients Hosted Cocktail Reception
Monday May 22nd All Day Meetings starting at 8:00am – 7pm AllClients Hosted Dinner at Bimini’s Steakhouse
Who: You and anyone you would like to bring from your organization.
The Peppermill is about 3 miles from the Reno Airport.
The Peppermill, and all of Reno has nightlife 24/7. Come before the 21st or stay after the 22nd and enjoy the Biggest Little City in the World!
Lake Tahoe is 45 minutes away.
Virginia City is 30 minutes away.
There will still be skiing in May as we have had record snowfall here.
We’ve tweaked the Email Queue so that large email blasts don’t hold up smaller emails. We’ve set up a priority system where smaller emails and system emails will send before a large blast. If the large blast is already sending, the blast will be paused while the smaller messages go ahead of it.
We’ve added a few things to your system, wanted to give you a heads up.
We’ve added a new Action to copy an existing contact’s demographics to create a new contact.
We’ve added a new option to the duplicate report. You can check duplicates in the primary email or both emails. For loading speed, the first option is a better choice.
Landing Page Edit Content
The edit content tab is gone from template based Landing Pages. You will now use the Edit Content link right from the Preview Tab. The edit content link (you know, the …) is in the top left of the preview page. This makes for faster and easier editing. See arrows in image for example.
We’ve made all of our reports clickable. Click on the section of the pie chart to see the contacts that fit this filter group. The none section will not take you to a contact list as there are no contacts to show.
You have always had the option to either send an email or set up a To-Do reminder. You can now do both.
ClientTouch Group Edit
We’ve added a new option to Group Edit. You can now include the Company Name in your Mailing Addresses for all of your contacts (or remove the company name).