Manage your To-Do’s right from your To-Do List. Video Transcript We have made working with your To-Do Lists fast and easy. When you get to
Managing Your Contacts
How to attach files to a Contact Card Video Transcript You can add File Attachments to contact records. This could be a Pdf or a
Related Contacts can be friends, business relations, family, etc… Video Transcript The Related Contacts tab allows you to relate contacts to each other. Let’s say
“Pin” important notes to the contact card Video Transcript As you work with your Client, you’re going to be adding notes here on the Contact
Use your iPhone or Android Video Transcript Take your database with you wherever you go on all of your devices. Look up Contacts. See their
Shows how the Referral Tree is automatically created. Video Transcript With the Referral Tree, you actually see your referrals in a great, easy to understand
Shows how easy it is to keep your contact’s picture right on the contact card Video Transcript Here we have a new Contact Card and
How the to-do functions work. Video Transcript To-Dos and reminders make it easy to follow up with your customers and clients. To create a To-Do,
Using your calendar. Video Transcript The Calendar has three different views, Daily, Monthly and Weekly. In the Daily view we see Appointments in the middle
What you can do with a group of contacts in ClientTouch. Video Transcript Here in the Contact Card, we are working with a single contact.
Set up your database so you can easily work with your groups Video Transcript I have a great database, it has 163 contacts in it.
A detailed tour of the contact record screens. Video Transcript Let’s take a tour of the Contact Card. The best way to find a Contact
Shows different ways to navigate the system. Video Transcript Finding your way around the system is a snap. Here we’re on the Home Page, and
This is the first video you should watch. This video will get you started. Video Transcript The first time you login to the system you’re