Enhanced Calendar Engine

We’ve made some enhancements to the Calendar. You will notice that the look and feel has been updated and is more modern.

Behind the scenes, it is more compatible with most browsers and it has been enhanced for use on a mobile device. You may now also use the Calendar with browser zoom options on all browsers.

Email Queue Prioritization

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.

Copy Contact, Duplicate Report and More

We’ve added a few things to your system, wanted to give you a heads up.

Copy Contact
We’ve added a new Action to copy an existing contact’s demographics to create a new contact.
copycharlie

 

Duplicate Report
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.
reportduplicates

 

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.
editcontent

 

Clickable Reports
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.
clickable

 

Birthday Assistant
You have always had the option to either send an email or set up a To-Do reminder. You can now do both.
birthdayassitantboth

 

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).
groupeditco

 

5 New Landing Page Templates

We’ve added 5 great new Landing Page templates. You can use them in your accounts. Get more information on using the templates here: Landing Page Templates.

Below is a preview of each of the new pages. Click the link to see the specific details of the page and how you could use it, along with the code for the page.

Free Professional Template #9

 

Free Professional Template #11

Free Professional Template #12

Free Professional Template #13

Free Professional Template #14

New Import Options for Duplicates

We’ve made two updates to the Import process.

Choose Duplicate Checking Method
You may now choose how you want to look for duplicates (if you want to skip duplicates on an import). Here are the new choices:

DuplicateChecking
There is a third way you can have turned on if you want to have it. We also have the option to skip duplicates based on matching First Name + Last Name + Address. If you want to have this option in your system, just email us.

Download Skipped Duplicates
We’ve also added the option to download a list of duplicates that were skipped at the end of the import process.

Download Duplicates

 

Delete Duplicates, Attachments Trigger Intelligent Links and More

We’ve snuck in a few new things into the system while we’ve been working on adding folders to the libraries.

Here’s the other new stuff:
Delete from the Duplicate Report
We’ve added a Delete Contact option right to the Duplicate Report to make cleaning up duplicates fast and easy (there is no undo for this).
DeleteDuplicates
Email Attachments can trigger Intelligent Links
You can now add an Intelligent Link to an email attachment. Add the file to the email and then use the Add Intelligent Link option.

Email Blast – Opt-In first
If you did not have contacts opted-in for email, and you clicked the Email Blast option, nothing would happen. You will now get an alert that you will need to opt-in contacts to send a blast.
EmailBlastOptIn
Landing Page Actions Tab
We removed the box the checkbox at the top of the page. All contacts from a Landing Page submission will always be added to the system.

Flag – Contact Count in Flag Library
We added a column to show how many contacts have each of the flags. You can click this count and see the group in the Contact List.
ContactswithFlag

More Folders (updated)

We recently asked which feature would be most helpful if we added it to the system. The most requested item was folders.

We are happy to announce more folders!

We’ve updated the way folders work in the Landing Page area. We’ve also added folders to Letter Templates.

Over the next few weeks we will be rolling out folders to more of the libraries.

UPDATE 8/23/2016
Folders now also available in the To-Do Plan, Autoresponder and Action Set libraries.