Updates and Tools for AllClients White Label Partners

July 2019

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Workflow Trigger enhancements, Workflow Notification enhancements and more…

Today we have a few new updates for your system. Check these out… Action Sets are Called WorkflowsWe’ve found we were referring to Action Sets

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

Copy Saved Searches from Default Accounts, Copy Contact Counter Widgets and more

Copy Saved Searches from Default AccountsWhen you create a Saved Search in the Default Account, that search will now copy into the new accounts you

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