Updates and Tools for AllClients White Label Partners

Updates to Action Sets

We’ve made a few enhancements to the Action Set process.

New Tab on Contact Record – Action Sets

We added a new tab to each contact record called Action Sets. This tab will track Active and Completed Action Sets for that contact. You can use the Customize the Contact Card feature to move this tab around in the list.


New Look in Creating Action Sets

We’ve made some modifications to creating Action Sets too. We’ve modified the look and added Color to the steps. We also added a new Compress View option to allow you to view more steps without scrolling.