AllClients

Product updates

What’s new in AllClients

Improvements, big and small, as they reach your account. Every one is already live β€” nothing here needs installing.

Email or Text from the Contact List

Email or Text from the Contact List

February 1, 2021

You can now send a text or an email right from the contact list! 🀠

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Stop a Workflow in a new Workflow

Stop a Workflow in a new Workflow

February 1, 2021

We’ve added the ability to Stop a Workflow within a Workflow! πŸ‘

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Workflows - GLOBAL STOP IF & CONTINUE IF Options

Workflows - GLOBAL STOP IF & CONTINUE IF Options

February 1, 2021

Use the Global Workflow Rules to apply these to the entire Workflow. πŸ’₯

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Workflows - STOP IF & CONTINUE IF Have New Options

Workflows - STOP IF & CONTINUE IF Have New Options

February 1, 2021

You now have more tools in the Stop If and Continue If steps! πŸ₯³

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New look to Workflows when you click "Add a Step"

New look to Workflows when you click "Add a Step"

January 29, 2021

We’ve moved the section headings to the left to make more room for some of our new actions.

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In Emails, Adjust Column Structure

In Emails, Adjust Column Structure

December 28, 2020

Column management allows you to:

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Customize Your Account with Your Picture

Customize Your Account with Your Picture

December 21, 2020

You can now add a personal photo to further customize accounts.

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Mobile Email Updates

Mobile Email Updates

December 21, 2020

You can now send a simple text-only email out of the system using the mobile version! 😎

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Special Events Tab Update

Special Events Tab Update

December 14, 2020

We’ve slightly updated the look of the Special Events Tab & the Name for the Address Label is no longer a required field.

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Delete Future Steps in a Workflow

Delete Future Steps in a Workflow

October 15, 2020

If you want a workflow management system to skip a step for a particular customer, you can delete that step.

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Include a Saved Search in Your Agenda Assistant

Include a Saved Search in Your Agenda Assistant

September 20, 2020

Add up to 5 saved searches to your Agenda Assistant.

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New Timing Added to the Birthday Assistant

New Timing Added to the Birthday Assistant

September 4, 2020

We have added new timing options to the Birthday Assistant.

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Add Countdown Timers to Your Emails

Add Countdown Timers to Your Emails

August 13, 2020

Countdown timers are ο½„ο½™ο½Žο½ο½ο½‰ο½ƒ,

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Use Icons in Your Emails

Use Icons in Your Emails

August 13, 2020

When designing an email, several layouts can be created by combining icons or small images, often with some copy. Other designs may require a set of images (logos) without the constrictions of row…

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A Recorded Message Line - Free for Your Callers

A Recorded Message Line - Free for Your Callers

June 10, 2020

Even in 2020, some businesses have a need to communicate over a regular telephone line.

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New Options to Handle Landing Page Duplicates

New Options to Handle Landing Page Duplicates

May 26, 2020

We've redesigned the Landing Page Actions Tab and included more options for how to handle duplicate contact submissions.

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