Updates and Tools for AllClients White Label Partners

Tab Notifications

Tabs will show notifications with a count of how much information is on that tab. We had this on the To-Do List and the Attachment

Coming Soon: Workflow Triggers

Ooooh – I think you are REALLY going to like this one! We just built a new feature called “Workflow Triggers”. In the olden days

Access the Basic Editor Faster

When you click to Add Email Template, you see a page of the existing templates. If you wanted to use the old “Classic” Editor, you

New Mobile Version

Check out the new Mobile Version. Here is an overview of what will be included in the new mobile version and also the things you

Auto-pay your invoices

We’ve made it much easier for you to pay each month. We now offer the option of auto-paying your invoices with us. In your invoice