How Do I

Quickly find library items with the help of Folders Video Transcript In this video, we will show you how to organize your Emails, Letters, and

Personalize the tabs on the Contact Card Video Transcript Here in the lower part of the Contact Record we have several tabs that will display

Tell a friend about AllClients and get a reward Video Transcript Here at AllClients, we have a Refer- A- Friend Program. If you’re using the

What to do with a second mailing address for a contact Video Transcript Let’s say you have two addresses for a particular Contact. Where do

Resetting your password Video Transcript If you are watching this video, you probably forget your password, and can’t figure out how to login. So, we

What to do with duplicate contact records Video Transcript Let’s talk about Duplicate Contact Records. Sometimes, it’s difficult to determine what a duplicate is. Is

Learn how you can start a to-do plan on a date in the future. Video Transcript What if you have a To-Do Plan that starts

Perfect Mailing Label Printing Video Transcript Okay, so you want to print mailing labels and they’re not lining up for you. That’s a problem because

Using the Agenda Assistant to get reminders of Appointments and To-dos Video Transcript The Agenda Assistant will send you an email each morning to let

Save your searches for quick access Video Transcript Saved Searches are a quick and easy way to list your Contacts in one click. Here’s a

Add a Picture to a Contact Video Transcript Here we have a new Contact Card, and we want to add a picture. Here’s how you

Importing notes with your contacts Video Transcript This is the advanced import video. Make sure you watch the basic import video first, and this video

Importing contacts from another system Video Transcript The first thing you need to do to get started is to get your contacts in the system.

Add contacts to the database Video Transcript Let’s add a contact to our database. By the way, if you wanted to add a group of

Change the columns you see in your contact list Video Transcript You will probably spend a lot of time on the Contact List screen. You

Make the database think like you do Video Transcript Customizing the system is fast and easy. Let’s go to Settings. We can either go to

Create a Dashboard that tracks the things most important to your business. Video Transcript Your car’s dashboard tells you what’s going on under the hood.