Split Workgroups into Sub-GroupsThere may be a time where the Workgroup needs to be split into smaller sub-groups. This might be used to split leads

We have updated the Landing Page Process. The Form may now be included in the templates you add to your default accounts. It will correctly

Workflow – Proceed Once In Time RangeSelect from the drop the time range you want the action to take place. This will keep your texts,

Get HTML ReplacementWe’ve removed the Get HTML option Landing Pages. We have replaced this with IFrame Embed Code and JotForm Integration options.  IFrame Embed CodeIn

The BETA version of the new Landing Page editor is available. Something important to note:With the new Landing Pages, as soon as you move the

Advanced Search – Has Contact AttachmentsYou can now perform a search for contacts that have Contact Attachments. Contact List – Contact Attachment CountsTo make the

We have 23 new Email Templates that you may add to your Email Template Library for your users. This group of templates include some templates

Reformatted System EmailsWe’ve made many of the system emails look better. You will notice changes in all of these system emails: Landing Page Notifications Password

We are excited to announce that AllClients now offers a HIPAA compliant version of our software!  While the AllClients product already adheres to the highest

Incorrectly Formatted Email Address AlertsOn a contact record, if the email address is not a valid email, there will be an alert next to the

We’ve made great progress and want to tell you about something that is coming soon. We’re updating the Landing Page editor to work with the

Edit Custom Field Layout You can now edit the layout of the Custom Fields. In Settings, Custom Fields, click the Edit Layout button and you