New Features

Are you tired of sending out emails that look generic and impersonal? A simple

When a contact is assigned to a team member or reassigned to another user,

Any 10 digit phone number will be sensed and searched across all 4 contact

We’ve added an option in the Contact List to display the Last Manual Note

To-Do Lists can now be filtered to show the To-Dos that do not have

The Board Widget will show the chosen board and reflect the columns and the

Disable the Sign In for team members you do not want to access the

When adding steps to a Workflow, there is an option to Delete Open To-Dos.

Landing Page Forms can collect the second contact name, email and birthday. The fields

You can create multiple Saved Searches in the system. Once you have a Saved

There’s a new icon at the top right of the screen 👀 The Recent

You can now send an email from the mobile version contact. From the contact,

You can edit the name of a Saved Search. Select the Saved Search you

Landing pages are great, but they are stand-alone pages. Sometimes you just want to

The Deal Settings screen has been updated. ✨ For each field, the edit, the

You can now use a pipe “|” character to combine multiple searches. This is

When you use the refresh option on one of the Dashboard Widgets, it will

There may be a time when a Workgroup needs to be split into smaller

In Advanced Search, we have a new filter for Last Manual Note Date. This

There are NEW color options available for your Dashboard Widgets 🎨 All existing colors

There is now a search option in Email Templates, Workflows, Landing Pages and Flags.

When you go to a contact card, the notes will display MANUAL NOTES (notes

When sending an Email Blast, if it is scheduled for the future, the confirmation

We’ve added 10 new Landing Pages to your template library! Use these templates for

JotForm offers the ability to create professional-looking forms with no coding. You can style

When you create a Landing Page, you can embed that page into your website.

Pause a workflow! Your actions will proceed on the selected day of the month

In Workflows, choose the desired time range ⏳ This will keep your texts, emails,

For Teams, we’ve added the Deal Owner information to the Deal Export. On the

When you are on the To-Do List and you select several To-Dos, you can

While customizing your Dashboard you can now add widgets that are Headers & Spacers.

When you receive an Email Notification from a Workflow… You can now choose if

Landing Pages now have a visibility feature 👻 The offline feature will prevent people

When you add a new row to your Email or Landing Page template, you

You can now use text templates when texting directly to a contact from the

We have added a new option to available columns on the Contact List! There

There is a new content type for STICKERS in your Email and Landing Page

You can now send longer texts from a contact record. UP TO 500 characters

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

When working within the Deals by Stage Report, you can now sort for ALL

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

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

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

We’ve added 43 new Landing Pages! 🤩 In this release, you’ll find brand new templates, in

On a contact record, if the email address is not a valid email, there

We’ve added 23 NEW Email Templates to your template library! This group includes templates

You can now edit the layout of the Custom Fields! In Settings → Custom

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

You can now choose your Team Database using a dropdown rather than having to

Customize your system by changing the background color on your Dashboard widgets. Right-click to

If you have a contact that has pending steps in their Workflow, you can

When using the Mobile Version, you will now be able to view Custom Fields

Our advanced searches just keep getting better. 🚀 ╰┈┈► When searching for a contact, we

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

Our advanced searches just keep getting better. 🚀 ╰┈┈► You can now search and find

You may choose to sort Landing Page templates by date instead of just alphabetically

Email and Text Notifications within a Workflow now allow you to use contact and

Based on user feedback, we’ve upgraded the Navigation Bar! We’ve also added an alert

You can now save a row in your template and then re-add it to

Our advanced searches just keep getting better. 🚀 ╰┈┈► You can now search and

While we were improving the navigation bar in our product earlier this year, we

There is a new way to navigate the AllClients software.  AllClients was first designed

We’ve added 13 new Landing Pages! 🤩 In this release, you’ll find a combination of

The Birthday Assistant will now trigger a Workflow! 🥳 This will allow you to

If you have a team sharing a VoiceTouch phone number, you can use merge

We’ve expanded the opt-out options for texting! 💬 Now STOP, STOPALL, UNSUBSCRIBE, CANCEL, END

When adding an email template, the email templates are currently sorted alphabetically. You now

We’ve added 20 additional email templates! This group of templates includes several small series

Workflows can now be scanned for errors! 🧐 At the top of the Workflow

To include multiple attachments with an email, use the Email Templates.When creating your template,

Standard Deal fields are now customizable! If you do not use all of the

Convert an Autoresponder to a Workflow so you can add more functionality to your existing

You may now view active Workflows from your mobile device.  From any Contact Record,

Have you ever wished you could do more with your To-Do Plans? Now you

Adding Steps: Editing Steps: To learn more about Workflows, watch our Workflow Automation Video.

In Workflows, a Global Rule is a command that is applied before the next

Group Edit and Group Delete are now freestanding permissions in Teams! A Team Leader

Landing Pages now have the ability to merge submitted data into the Thank You

You can now Stop a Workflow when viewing all Active Workflows on your Mobile

We have noticed Workflows are becoming much more complex with the numerous options and

There’s a NEW feature in the Email Blast Analytics Reports! We recently added a

In order to send emails out of AllClients, you will need to verify your

Follow up on calls to your Messages with a text! You can now choose

You can use this option to move a contact to a Power User or

You now have more tools in the Stop If and Continue If steps! 🥳

Use the Global Workflow Rules to apply these to the entire Workflow. 💥 The

We’ve added the ability to Stop a Workflow within a Workflow! 👏 This enables

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

We’ve moved the section headings to the left to make more room for some

Column management allows you to: Use resizable columns Adjust the width of each individual

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

We’ve slightly updated the look of the Special Events Tab. & The Name for

If you want a Workflow management system to skip a step for a particular

You can now add up to 5 saved searches to your Agenda Assistant. Each

We have added new timing options to the Birthday Assistant. You may now also

When designing an email, several layouts can be created by combining icons or small

Countdown timers are ｄｙｎａｍｉｃ, attention-grabbing, and 🅵🆄🅽 to use. Brands are integrating these timers

Even in 2020, some businesses have a need to communicate over a regular ole

We have added column sorting to the All Completed To-Do’s filter page. Clicking on

We’ve redesigned the Landing Page Actions Tab and included more options for how to

Use this option in a Workflow to have your step start on a day

Today AllClients announced a new stand-alone product: Call For Info. This product is an

Use this new option in a Workflow to have your step pause until a

There are now 15 new Flag options. Check them all out.

This is a big plus for teams. You can now choose in a Workflow

We have added new logic to workflows. When using a Workflow to set a

We’ve added 2 new Email Templates for you to use while communicating about the

We’ve added the ability for owners and administrators to see the deals for all

When you are on a single contact and Apply a Workflow, you can now

You used to be able to put %%phone%% and the system would automatically insert

We have added new options to the Email Templates. These templates include a countdown

In Reports, there is now a Report to show how many texts a month

Use our Advanced Search to find contacts that are actively in a specific Workflow,

We’ve made it easy to tell if there is an error in your Workflow.

We’ve made it easier to find the fields you want to use for your

We’ve added 5 new Email Templates for you to use in the Template Library.

We’ve added 5 new Email Templates for you to use in the Template Library.

We’ve Added Advanced Search options for the Last Click and the Last Open for

When you click on an email address from a contact record you will now

You can now include both contacts from the contact record in emails when using

We’ve enhanced the Deal List View options in your Deals. There are now 3 options for

We’ve made some modifications to the Email Blast Process. The screen will look different

You can now send contacts texts using Workflows. You can also send Text Notifications

NEW FEATURE ALERT: You can now use the Text/SMS check box on the contact

We’ve added a new upgrade for teams using the Workflow Notifications. You will now

Tabs will show notifications with a count of how much information is on that

We’ve added the number of contacts with each Source to the Source page. This

We’ve added a new option to the Account Log report. Owners can now track