Jen Brown

Workflow InterfaceWe’ve updated the look of a Workflow when you are editing and adding steps. Here is what it will look like when adding steps

There is a new option in the reporting of Email Blast Analytics. Add Blast Recipients to ClientTouch ButtonYou can now click this button in the

We have noticed Workflows are getting much more complex. There are so many options and steps in many workflows, we’ve added a new feature to

In order to send email out of your system, your users will need to verify they have access to the email they are sending emails

Special Events Tab UpdateWe’ve slightly updated the look of the Special Events Tab. The Name for the Address Label is also no longer a required

You can choose to opt-in a contact for texting using Workflows. This will opt-in the phone number that is in the Phone 1 field and

Email or Text from the Contact ListYou can now send a text or an email right from the contact list. Click the Green Text Icon

Column Management allows you to: Use resizable columns Adjust the width of each individual column Add or remove a column from an existing row Align

Agenda Assistant – Counts and Links to Saved SearchesYou can now add up to five Saved Searches to your Agenda Assistant. Each morning it will

We’ve added 3 new things to the system. Birthday Assistant – New TimingWe have added new timing options to the Birthday Assistant. You may now