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.
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 Userβs 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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Email or Text from the Contact List
February 1, 2021You can now send a text or an email right from the contact list! π€
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Stop a Workflow in a new Workflow
February 1, 2021Weβve added the ability to Stop a Workflow within a Workflow! π
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Workflows - GLOBAL STOP IF & CONTINUE IF Options
February 1, 2021Use the Global Workflow Rules to apply these to the entire Workflow. π₯
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Workflows - STOP IF & CONTINUE IF Have New Options
February 1, 2021You now have more tools in the Stop If and Continue If steps! π₯³
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New look to Workflows when you click "Add a Step"
January 29, 2021Weβve 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
December 28, 2020Column management allows you to:
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Customize Your Account with Your Picture
December 21, 2020You can now add a personal photo to further customize accounts.
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Mobile Email Updates
December 21, 2020You can now send a simple text-only email out of the system using the mobile version! π
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Special Events Tab Update
December 14, 2020Weβve 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
October 15, 2020If 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
September 20, 2020Add up to 5 saved searches to your Agenda Assistant.
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New Timing Added to the Birthday Assistant
September 4, 2020We have added new timing options to the Birthday Assistant.
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Add Countdown Timers to Your Emails
August 13, 2020Countdown timers are ο½ο½ο½ο½ο½ο½ο½,
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Use Icons in Your Emails
August 13, 2020When 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 rowβ¦
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