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.
Sort Your To-Do List by Completed Tasks
May 26, 2020We have added column sorting to the all completed To-Do's filter page.
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Delay a Workflow Until a Day of the Month
May 9, 2020- Use this option in a Workflow to have your step start on a day of the month.
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AllClients Launches New Product to Help With Stay at Home Orders
May 6, 2020Today AllClients announced a new stand-alone product: Call For Info.
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Delay a Workflow Until a Date
April 9, 2020- Use this new option in a Workflow to have your step pause until a specific date.
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New Tag Icons
April 9, 2020There are 15 new Tag options! Go check them out.
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Workflow Emails – Choose Who to Send From
April 7, 2020You can now choose in a Workflow which team member the email comes from.
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Logic Added to Workflow Source
March 24, 2020We have added new logic to workflows.
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Coronavirus Email Templates
March 23, 2020We've added 2 new Email Templates for you to use while communicating about the Coronavirus.
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See Deals for all users
March 13, 2020We've added the ability for owners and administrators to see the deals for all users without having to login as the user.
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Workflow Start Date
March 10, 2020When you are on a single contact and Apply a Workflow, you can now choose a start date.
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Phone Merge - Use Any Phone Field
March 2, 2020You can now merge from any phone field. 🤩
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Several New Email Templates
February 27, 2020We added new options to Email Templates.
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Text Usage Report
February 21, 2020In Reports, there is now a Report to show how many texts a month you are sending and receiving.
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New Workflow Search
February 14, 2020Use our Advanced Search to find contacts that are actively in a specific Workflow, or who have completed a specific Workflow.
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Workflows - Spot Errors Quickly
February 12, 2020We've made it easy to tell if there is an error in your Workflow.
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Advanced Search
January 29, 2020We've made it easier to find the fields you want to use for your Advanced Searches.
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