When you go to a contact card, the notes will display MANUAL NOTES (notes made by the user).
If you want to also see ALL of the System Notes… check the INCLUDE SYSTEM NOTES box.
(Your selection will be remembered until you change it.)
BTW.
The note count will always include the System Notes AND the Manual Notes – even if you are not including system notes in your view.
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,
AllClients provides simple contact management and marketing automation in one, easy-to-use system.
AllClients provides simple contact management and marketing automation in one, easy-to-use system.
