When adding steps to a Workflow, there is an option to Delete Open To-Dos. This will remove all existing To-Dos from a contact record.
Learn more about Workflows here: https://help.allclients.com/article/169-use-workflows-to-perform-a-group-of-actions.
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
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.
