Updates and Tools for AllClients White Label Partners

Work with Contacts Marked Inactive

When you mark contacts as Inactive, you can no longer include them in ClientTouch (also known as Group Actions). We’ve recently had many people request we remove the Inactive or allow them to access these contacts in some way.

We’ve created a manual URL change you can add to your user’s account to add just the Inactive Contacts to ClientTouch.

Change your URL to end in /clienttouch.aspx?Inactive=Add

This is what your ClientTouch options will look like for Inactive Contacts:

In Group Edit, you will have the option of removing the Inactive. Once the Inactive is removed you will be able to perform other types of ClientTouch actions (send emails or print labels and letters, etc).