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: https://help.allclients.com/article/417-advanced-landing-pages-add-hidden-fields.
Landing Page – Prefill Data
Advanced Option. Use this process to prefill contact information in a Landing Page.
Here is you do it: https://help.allclients.com/article/416-prefill-form-data-in-a-landing-page.
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: https://help.allclients.com/article/418-working-with-borders-in-templates.
Editor – Round Corners on Images
Using the Content Designer for Emails and Landing Pages, you can round the corners of your images.
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: https://developers.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: https://developers.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.