Updates and Tools for AllClients White Label Partners

Visit Groups of Rolodex Contacts Faster, New Advanced Search and More

Previous and Next from the Rolodex
When you are on a contact record and you click the Previous or Next Arrow it will take you to the previous or next contact in the contact list filter. We’ve now added this for the contacts you click from the Rolodex.

 

New Advanced Search Option
We have created a new search in the Advanced Search options. You may now search for contacts that have never been assigned a specific Autoresponder. Look for Never Assigned This Autoresponder in the search drop down.

 

Quickly Delete To-Do Plans
In the Settings, To-Do Plan page, we’ve added the option of deleting a plan from the main list with the trash can icon to make deleting plans easier.