Access the Basic Editor Faster
When you click to Add Email Template, you see a page of the existing templates. If you wanted to use the old “Classic” Editor, you
Updates and Tools for AllClients White Label Partners
Updates
Browse by Category
Menu
Highlight Selected To-Do’s, Select Email Templates and Edit the Calendar of Another User
Highlight Selections on the To-Do List When you use the checkboxes on the To-Do List, we’ve now added a blue highlight so you can easily
Sort To-Do’s, Trigger Action Sets, Choose your View and More
Sort the To-Do ListClick the column headers to sort the main To-Do List by that column. Use this to group like To-Do’s, group To-Do’s by
Add Contact Photos Automatically and Change Attachment Names
Auto-Download Contact PicturesUsers can now set their accounts to auto-download Social Connector photos. Turn on this option by clicking the Customize This Screen on the
New Mobile Version
Check out the new Mobile Version. Here is an overview of what will be included in the new mobile version and also the things you
New Branding Options
In your Admin Panel, go to the Content Tab and select Branding. Sign In LogoUpdate your logo on your sign in page. Browser Tab and
Auto-pay your invoices
We’ve made it much easier for you to pay each month. We now offer the option of auto-paying your invoices with us. In your invoice
9 New Email Templates
We’ve added 9 new Email Templates for you to add to your system. Get the instructions on how to download the XML file to import
Tracking Password Changes, Using Action Sets to set Custom Field Values and more
Account Log Report – Password ChangesWe’ve added tracking for changes to a password for both the account owner and team user to the Account Log
Reset Bounces, Search for Contact To-Do’s, and See Spam Complaints
Clear Email Bounces We’ve added an admin tool for you to clear the Bounces on a client’s account. This will be used when there is
