Product updates
What’s new in AllClients
Improvements, big and small, as they reach your account. Every one is already live. Nothing here needs installing.
Teams - Search for Duplicate Contacts in All Databases
July 13, 2019We've added a new option to the Duplicate Contact report.
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Track Password Changes
July 2, 2019We've added a new option to the Account Log report. Owners can now track any password changes in the system.
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Search for Contacts with No Open To-Dos
June 24, 2019You can now use Advanced Search to find contacts that do not have any open To-Dos.
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Rename Contact Attachments
June 20, 2019Uploading an attachment with the same file name as an existing file will overwrite the existing file.
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Group Actions for Email Templates
May 16, 2019Select a group of Email Templates to then Move to a Folder, Delete or Export all at once.
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Use Text-to-Join to Trigger a Workflow
May 14, 2019You can perform a series of actions when a Text-to-Join message is received.
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Call Your Clients on Their Birthdays
April 24, 2019Wish your clients a happy birthday with one click!
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Teams - Edit the Calendar of Other Users
April 22, 2019We've added the option to edit the Calendar for other users.
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View More Contacts
April 18, 2019You can adjust your Contact List to view more Contacts on a page. Scroll to the bottom of your list and choose if you want to view 20, 40, 60, 80 or 100 Contacts on a page.
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Sort Your To-Do List
April 9, 2019Click the column headings on your To-Do List to sort your list by the type of To-Do, Contact the To-Do is assigned to, the due date, the priority and more. You can use this new option to work on high…
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New Mobile Version
March 1, 2019AllClients has a new and improved mobile version.
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