Jen Brown

We have 23 new Email Templates that you may add to your Email Template Library for your users. This group of templates include some templates

We are excited to announce that AllClients now offers a HIPAA compliant version of our software!  While the AllClients product already adheres to the highest

Incorrectly Formatted Email Address AlertsOn a contact record, if the email address is not a valid email, there will be an alert next to the

Edit Custom Field Layout You can now edit the layout of the Custom Fields. In Settings, Custom Fields, click the Edit Layout button and you

The new navigation is coming to your product soon. If you haven’t seen it yet, watch this video… The name changes we talk about in

Our development team has created some new Landing Page Templates to use and customize for your clients. Check the Templates out here: New Landing Page

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

Content SpacersIf you want more space in your email template, you can use a Content Spacer. Choose the Spacer and then you are able to

Delay Workflow StepsIf you have a contact that has pending steps and their Workflow and you want to delay those steps, you can do that

Choose a Background Color for Your Dashboard WidgetsWhen you are editing your Dashboard, the widgets will have a pencil to allow for editing. When you