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.
How to Send an Email with Multiple Attachments
June 3, 2021To include multiple attachments with an email, use an Email Template.
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Hide Deal Fields
June 2, 2021Standard Deal fields are now customizable!
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Convert an Autoresponder to a Workflow
May 25, 2021Convert an Autoresponder to a Workflow so you can add more functionality to your existing campaigns 💡
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10DLC is Coming Soon!
April 30, 2021If you are using texting in your marketing, you may have heard about a new system coming to the United States called 10DLC or AP2 10DLC.
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Convert a To-Do Plan into a Workflow
April 26, 2021Have you ever wished you could do more with your To-Do Plans? Now you can! 🤩
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New Workflow Global Rule
April 26, 2021In Workflows, a Global Rule is a command that is applied before the next Step is able to run.
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New Workflow Interface
April 26, 2021Adding Steps:
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View Active Workflows on Mobile
April 26, 2021You may now view active Workflows from your mobile device. From any Contact Record, select Workflows and if there are any active Workflows, the details will be displayed.
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Landing Page Thank You Message - Merge Submitted Data
April 9, 2021Landing Pages now have the ability to merge submitted data into the Thank You Page.
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Update to Team Permissions
April 9, 2021Group Edit and Group Delete are now freestanding permissions in Teams! 🎉
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Stop a Workflow from Your Phone
April 7, 2021You can now Stop a Workflow when viewing all Active Workflows on your Mobile device!
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Workflow Internal Comments
March 10, 2021We have noticed Workflows are becoming much more complex with the numerous options and steps available — So we’ve added a new feature to help keep it all straight!
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Add Blast Recipients to Group Actions
March 9, 2021There's a NEW feature in the Email Blast Analytics Reports!
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Verify Your Sending Email Address
March 5, 2021In order to send emails out of AllClients, you will need to verify your sending email address.
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Assign a Contact using a Workflow
February 2, 2021You can use this option to move a contact to a Power User or to an Independent User’s database.
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Opt-in for Texting in a Workflow
February 2, 2021Follow up on calls with a text!
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