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.
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.
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.
Have you thought about offering chat support for your users? Our customers love it! Check this article out for more information about answering your customers questions via chat within your system: Chat Support.
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.
We’ve got some great new things in our latest update. Check them out!
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.
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
We’ve just launched an update that has streamlined the Contact Screen. It allows for better alignment with the new wider screen.
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!
We will be updating your user interface. You will want to watch this video to see the new look!
Please let us know how you would like your colors set up – pick one color scheme, or customizable by the user.
We’ve made a few minor updates to your system this week.
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.
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:
- 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.
- If you have accounts in multiple groups, you can now select the group (Search All) to search for an account faster.