Updates and Tools for AllClients White Label Partners

Advanced Search Field Selection and Deals with Teams

Advanced Search field selection
We’ve made it easier to find the fields you want to use for your Advanced Searches. Instead of a long list in a drop down, there is now an easy visual to help you find your field quickly. Try it out!

Deals – Account Owners and Administrators see deals for all users
We’ve added the ability for owners and administrators to see the deals for all users without having to login as the user. From the Deal Screen, they can now choose to view deals in other databases.