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Workflow Delay Until DateUse this option in a Workflow to have your step pause until a specific date. This option will be good for things

Workflow Updates (AKA Action Sets) Workflow Emails – Choose who to send fromThis is big for teams. You can now choose in a Workflow which team

This is just an FYI… I was on a webinar with some smart software people on Friday.  They encouraged software companies like ours (and yours),

First, I hope you and your families are doing well, staying calm, staying home and not spending too much time glued to the TV and

From the CEO I have postponed the 2020 Partner Summit. The Peppermill has assured me that you will be able to get refunds for rooms

Advanced Search field selection We’ve made it easier to find the fields you want to use for your Advanced Searches. Instead of a long list

We have 5 new Email Templates for you to use in your Email Template Library if you would like. This group of templates includes a

New Columns in the Workflow List ScreenWe’ve added 3 new columns to your list of Workflows. You can now see the Duration (we use an

Email Blast Alert IconIf you have contacts that are in your ClientTouch Workgroup and they have a valid email address but are not opted-in, you

Workflow Send Email Can Include Other ContactThere is now an option when using Workflows to send an Email Template to include the Other Contact. Both