AllClients

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.

Contact Notes - Include System Notes

Contact Notes - Include System Notes

March 18, 2023

When you go to a contact card, the notes will display manual notes (notes made by the user).

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Email Blast - Confirm Scheduled Blast

Email Blast - Confirm Scheduled Blast

March 17, 2023

When sending an Email Blast, if it is scheduled for the future, the confirmation will now show the scheduled details. ✨

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Contact Counter Widget with 3 Searches

Contact Counter Widget with 3 Searches

February 6, 2023

There is a new Dashboard Widget that shows the counts from 3 of your Saved Searches.

See how it works →
Embed a Landing Page on Your Website

Embed a Landing Page on Your Website

February 6, 2023

When you create a Landing Page, you can embed that page into your website.

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Jotform Integration

Jotform Integration

February 6, 2023

JotForm offers the ability to create professional-looking forms with no coding.

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New Landing Page Templates

New Landing Page Templates

February 6, 2023

There are 10 new Landing Pages in your template library!

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Workflows - Pause Until Day of the Month

Workflows - Pause Until Day of the Month

February 2, 2023

Pause a workflow!

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Workflows - Proceed Once in Time Range

Workflows - Proceed Once in Time Range

February 2, 2023

In Workflows, choose the desired time range⏳

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Dashboard Headers & Spacers

Dashboard Headers & Spacers

December 1, 2022

Customize your dashboard with new Header & Spacer widgets.

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Deal Exports Include Deal Owner

Deal Exports Include Deal Owner

December 1, 2022

For Teams, we've added the Deal Owner information to the Deal Export.

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Use Easy Dates on Your To-Dos

Use Easy Dates on Your To-Dos

December 1, 2022

When you are on the To-Do List and you select several To-Dos, you can now use “Easy Due Dates” to change the due date.

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Default Rows in the Editor

Default Rows in the Editor

November 8, 2022

Tired of building email and landing page templates from scratch?

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Offline Option for Landing Pages

Offline Option for Landing Pages

November 8, 2022

Landing Pages now have a visibility feature 👻

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View Email Notifications on Desktop or Mobile

View Email Notifications on Desktop or Mobile

November 8, 2022

Got a Workflow Email Notification?

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Contact List – Contact Attachment Counts

Contact List – Contact Attachment Counts

October 12, 2022

We have added a new option to available columns on the Contact List!

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Text Templates from a Contact Record

Text Templates from a Contact Record

October 12, 2022

You can now use templates when texting directly to a contact from the contact record! 🎉

See how it works →