Split Workgroups into Sub-Groups, Filter for Manual Notes, Search Libraries and More…
Split Workgroups into Sub-GroupsThere may be a time where the Workgroup needs to be split into smaller sub-groups. This might be used to split leads
Split Workgroups into Sub-GroupsThere may be a time where the Workgroup needs to be split into smaller sub-groups. This might be used to split leads
We have updated the Landing Page Process. The Form may now be included in the templates you add to your default accounts. It will correctly
Workflow – Proceed Once In Time RangeSelect from the drop the time range you want the action to take place. This will keep your texts,
Get HTML ReplacementWe’ve removed the Get HTML option Landing Pages. We have replaced this with IFrame Embed Code and JotForm Integration options. IFrame Embed CodeIn
The BETA version of the new Landing Page editor is available. Something important to note:With the new Landing Pages, as soon as you move the
Advanced Search – Has Contact AttachmentsYou can now perform a search for contacts that have Contact Attachments. Contact List – Contact Attachment CountsTo make the
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
Reformatted System EmailsWe’ve made many of the system emails look better. You will notice changes in all of these system emails: Landing Page Notifications Password
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
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