Enhancements to the List of Email Templates, the Duplicate Contacts Report and the Advanced Search

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 will be coming. Your Email Templates will now look like this:


You can share or delete without the page reloading which will keep your place if you have a long list of templates.

Duplicate Contacts Report Check Other Email

We’ve also added Other Email to the Duplicate Contacts Report. We now identify if the email in the Other Email is a duplicate in the system.

Advanced Search Remembers Your Page

The Advanced Search will now remember your page. If you leave and come back, it will bring you back to the page you were on.

New Intelligent Links and Note Icons

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 in your emails – make your links intelligent! With Intelligent Links you can see who is clicking on what links. Then have AllClients automatically update their contact record, stop and start autoresponders, and notify you via text or email.
Please watch the 2 Videos explaining Intelligent Links:
New Notes Icons
We also added some icons to the notes to try to make things clearer. It also adds a splash of color.

Grouping Selected Flags

In Flags, when you click from a Contact to edit the Flags, all of the selected Flags for the Contact will be grouped at the top of the list. This will be helpful to users with large Flag libraries. Check out how it will look.


Customize Your Contact Tabs and Automate Your Workflow in VoiceTouch

This week’s update will have 2 new features.

Customize Contact Tabs

Have you ever wanted to hide tabs on the contact record that you don’t use? Or change the tab order so that the tab you use the most is at the top of the tab list?

Each user can now customize how they see the Contact Tabs. You can drag to re-order all of the tabs or hide those you don’t use. The top tab will be the tab you see when they visit a contact. The Notes tab can not be hidden, but it can be moved.



Automate Your Workflow in VoiceTouch

If you are using our VoiceTouch system, you may now Trigger Intelligent Actions when someone calls an extension. You create a contact, add flags and trigger an Action Set. This is what is will look like in the Extension set-up screen.


Video Email, Automated Deal Stages, Pending Autoresponder Details and Action Set Updates

We’ve got some great new things in our latest update. Check them out!

Video Email

Include videos in your emails with our new Video Email options. Take a look at how it works:


Click here to get the Email Templates you need to use in your accounts.


Attach Action Sets to Deal Stages

Automate your workflow in the Deals by attaching Action Sets to Deal Stages.



View Details of Pending Autoresponders

You can now see the details on Pending Autoresponders. This is especially helpful for your support team.

PendingAutoresponder (1)


Use Single To-Do’s in Your Action Sets

We’ve added the ability to add a single To-Do to an Action Set. Before you could add a To-Do Plan, now you can also do a single To-Do.


Send Longer Email Notifications in Your Action Sets

We’ve increased the space in the Action Set Send Email Notification. You can now send longer emails.

Some of these features are complex. Please let us know if you need help getting them going. You will want to add these videos to your help videos also. Let us know if you need help with that too.

New Look to the Contact Record and Updated Account Log Reporting

New Look to the Contact Record

We’ve just launched an update that has streamlined the Contact Screen. It allows for better alignment with the new wider screen.

Contact 3 (1)


Account Log Report

We’ve also updated the Account Log report. This report is viewable by the Account Owner. It tracks Activity in the account. In the past it would track the deleting of contacts (who and when) also exports and group edits. We’ve expanded this report. It will now track additions, edits and deletions of all Settings. This includes:  Emails, Landing Pages, Autoresponders, Flags, Categories, Team Members, etc.

This will be very helpful for Teams. It will show which team member is making changes and when. More importantly, it will help your support teams know if something was changed or deleted. The Account Log can not be modified. Information is stored for 90 days. We will be adding more tracking to this report in the next few weeks. Check it out!

AccountLog (1)


Updates to Spell Check, Merging Full Names, Printing the Referral Tree and Postal Codes

We’ve made a few minor updates to your system this week.

Spell Check

We’ve added back the ability to use the browser spell check with the editor. You will again see the red underlined words when there is a misspelling in the templates.

Merge Full Name

We’ve added a merge field for the Full Name. This one field will merge in the first and last names of both contacts.

Print Your Referral Tree

We’ve added a print button to the Referral Tree Report page.

Zip is now Postal Codes in Imports

We’ve changed the term in the Import Field Matching Wizard from Zip to Postal Code. It will still recognized columns labeled zip or zip code. We will just call it Postal Code.

New Editor is On, Insert Template Option in Editor and Admin Account Enhancements

We’ve made a few small updates I want to make sure you know about.

New Editor is On

The new editor is turned on by default as I mentioned we would be doing.

Insert Template Option in Editor

We added an editing icon to the email editor. It is called Insert Template. There are a few shortcut codes you can use to limit the width of your email (and include the header and footer).

Admin Account Enhancements – VoiceTouch and Search All

In your Admin Account, we’ve added 2 new features:

  1. If you are using the VoiceTouch phone system, you will see a column called VT, you will see the number of active phone numbers on the account from the Admin List. You can click the column header to sort also.
  2. If you have accounts in multiple groups, you can now select the group (Search All) to search for an account faster.