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.

Advanced Search – Now Includes: Contact Attachments

Advanced Search – Now Includes: Contact Attachments

October 5, 2022

You can now perform a search for contacts that have Attachments.

See how it works →
View Deals by Stage for All Team Types

View Deals by Stage for All Team Types

October 3, 2022

When working within the Deals by Stage Report, you can now sort for ALL team types! 💥

See how it works →
Counter for Group Actions

Counter for Group Actions

September 16, 2022

By request, we brought back the number count notification in Group Actions!

See how it works →
Use Emojis in Emails

Use Emojis in Emails

September 13, 2022

The option to include emoticons in the text of your emails is now available!

See how it works →
Easily Add GIFs to Email & Landing Pages

Easily Add GIFs to Email & Landing Pages

September 7, 2022

You can now add GIFs to your emails and landing pages!

See how it works →
NEW LANDING PAGES just dropped

NEW LANDING PAGES just dropped

August 22, 2022

We’ve added 43 new Landing Pages! 🤩

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Alert for Incorrectly Formatted Emails

Alert for Incorrectly Formatted Emails

August 12, 2022

On a contact record, if the email address is not a valid email, there will be an alert next to the email on the contact record.

See how it works →
New Email Templates

New Email Templates

June 16, 2022

We've added 23 NEW Email Templates to your template library!

See how it works →
Edit Custom Field Layout

Edit Custom Field Layout

March 11, 2022

You can now edit the layout of the Custom Fields!

See how it works →
Add Content Spacers to Your Emails

Add Content Spacers to Your Emails

March 10, 2022

If you want more space in your email template, you can use a Content Spacer!

See how it works →
Advanced Search for Team Database Includes a Dropdown

Advanced Search for Team Database Includes a Dropdown

December 21, 2021

You can now choose your Team Database using a dropdown rather than having to correctly spell team names.

See how it works →
Choose Your Dashboard Widget Colors

Choose Your Dashboard Widget Colors

December 20, 2021

Customize your system by changing the background color on your Dashboard widgets.

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Delay Workflow Steps

Delay Workflow Steps

December 17, 2021

If you have a contact that has pending steps in their workflow, you can now delay those steps.

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Mobile Version - View Custom Fields

Mobile Version - View Custom Fields

December 17, 2021

When using the mobile version, you will now be able to view custom fields and see the information in these fields for each contact.

See how it works →
Search for contacts by email

Search for contacts by email

December 13, 2021

Our advanced searches just keep getting better. 🚀

See how it works →
Use the Calendar in Advanced Search Date Options

Use the Calendar in Advanced Search Date Options

December 12, 2021

When using a date search you will have a calendar option to choose the date.

See how it works →