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.
Add a Board Widget to Your Dashboard
August 15, 2024NEW FEATURE: Add a Boards widget to your dashboard.
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Remove a Team Member's Login Access
August 15, 2024Revoke system access permissions for team members who are no longer authorized to use the system.
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Use a Workflow to Delete All Open To-Dos
August 15, 2024NEW FEATURE: When adding steps to a Workflow, there is now an option to Delete Open To-Dos.
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Collect Information for a Second Contact on Your Landing Page
August 1, 2024NEW FEATURE: Landing Page Forms can collect the second contact name, email and birthday.
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Add a Saved Search to the Dashboard
January 18, 2024You can create multiple Saved Searches in the system.
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Recent Icon
January 17, 2024There's a new icon at the top right of the screen 👀
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Mobile Version - Send Email
January 16, 2024You can now send an email from the mobile version.
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Rename a Saved Search
January 16, 2024You can edit the name of a Saved Search.
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Put a Popup Form on Any Website
December 4, 2023Landing pages are great, but they are stand-alone pages. Sometimes you just want to put a simple form on an existing website.
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Dashboard - Refresh One, Refreshes All
March 20, 2023When you use the refresh option on one of the Dashboard Widgets, it will refresh the count on all of the widgets.
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Enhanced Search Options
March 20, 2023You can now use a pipe "|" character to combine multiple searches.
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Filter for Manual Notes
March 20, 2023In Advanced Search, we have a new filter for Last Manual Note Date.
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New Dashboard Colors
March 20, 2023There are NEW color options available for your Dashboard Widgets 🎨
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Search Libraries
March 20, 2023There is now a search option in email templates, workflows, landing pages and tags.
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Split Workgroups into Subgroups - Advanced
March 20, 2023There may be a time when a Workgroup needs to be split into smaller subgroups.
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Updated Deal Settings Screen
March 20, 2023The Deal Settings screen has been updated. ✨
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