Team, Disable Sign In, New Workflow Options and More...

Partner Blog ◂ Team, Disable Sign In, New Workflow Options and More...

Team – Disable Sign In

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

• You will find this option in the Manage Team Settings page when you click on a user.

• Check the box to disable, uncheck the box to allow sign ins again.

Collect 2nd Contact Information on a Landing Page

• There are now options in the Landing Page Forms to collect the 2nd contact name, email and birthday.

• The fields will auto-populate the contact record.

Workflow – Delete All Open To-Dos

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

• This will remove all existing To-Dos from a contact record.

Workflow – Pause Until Day of the Week

• Use this option to pause your workflows until a day of the week.

• If you have reminders you want sent on Mondays, this option will be perfect for you.

Advanced Search – New Workflow Options

• There are now more options for searching for contacts and their workflow activity.

Advanced Search – Has Phone Number

• You can find all contacts that have phone numbers using Advanced Search.

• Select the option Any Phone # and is not empty.

Mobile Version – Search By Phone Number

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

These are the formats you can use:

• +1 (707) 234-3526

• 7072343526

• (707) 234-3526

• 707-234-3526

Landing Page – Category 2

• Set the Category 2 from the Landing Pages Actions.

Landing Page – Use Hidden Fields

Advanced Option. Use this to add data to a contact record from a Landing Page. The user will not see the information in the form.

Here is how you do it.

Landing Page – Prefill Data

Advanced Option. Use this process to prefill contact information in a Landing Page.

Here is how you do it.

Team – Deleted User Shows Name in Notes

• For users removed from this point forward, their notes will continue to reflect their name, rather than the “Deleted User” comment where the name was.

Team – Assign To-Dos in Group Actions

• Owners and Admins can assign To-Dos to Independent Users and Power Users in Group Actions.

Team – Share Templates Upgraded

• To share templates with a team user, click share.

• In the second user’s account, click to add a new template.

• Change the dropdown to view shared templates.

• It will now show thumbnail previews of the templates with the name and shared by.

Editor – Row Borders

Using the Content Designer for Emails and Landing Pages, you can create borders for a row.

Here is how it works.

Editor – Round Corners on Images

Using the Content Designer for Emails and Landing Pages, you can round the corners of your images.

Here is how it works.

Deals – Sort by Stage

Select your Deal Type and you can choose to further sort by Deal Stages.

New API Option – Delete Note

You can delete a note on a contact record using this API:
allclients.com/api/contact/deletenote 

New API Option – Find Deleted Team Members

Use this API option to find the deleted team members on an account: allclients.com/api/account/team/deleteteammember

Video Tutorials

With all the updates, now would be a good time to review and update your Video Tutorials.

Here is how: https://help.allclients.com/article/222-creating-a-video-tutorial-page.

You will always have the most updated video linked, but the list of videos has changed somewhat.