You used to be able to put %%phone%% and the system would automatically insert the phone number from Phone 1 in your final template.
You can now merge from any phone field. 🤩
Example Use #1:
Phone and Phone 1 can be used interchangeably. (and/or Phone 2, Phone 3, Phone 4)
Example Use #2:
Merge a specific phone field, or multiple phone fields into your emails or letters.
Learn more about using Mail Merge Fields in your Email and Letter Templates.
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.
