Updates and Tools for AllClients White Label Partners

Jen Brown

Individual User Permissions

If you are using our Team system, we’ve got a great update for you. Permissions may be granted or denied for each user. Here is what an

Add Import Group to ClientTouch

After you import a group of contacts, you will now see an option to send your imported contacts to ClientTouch. This will allow you to

Recent, Autoresponder Alerts and Much More

Recent Added to Email, Letter, Landing Pages, Autoresponders and Action Sets We’ve added a Recent to the Email Templates, Letter Templates, Landing Pages, Autoresponders and

Rename Action Sets Option

We’ve introduced the ability to change the name Action Set. You can now call that function whatever you would like (although we are limited by space).

Updates to Action Sets

We’ve made a few enhancements to the Action Set process. New Tab on Contact Record – Action Sets We added a new tab to each

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