AllClients Knowledge Base
Contact Support: cases at allclients dot com. You can also reach us by phone at 888-903-9933
- Organize Your Libraries Using Folders
- Adjust the Theme for your Account
- Add Custom Fields to contact records
- Add Flags to help sort your contacts
- Add Sources to track where your business is coming from
- Customize your Time Zone and Daylight Savings Time
- International - Change Currency in the Deals from the $ to the € or £.
- International - Date Format from Month/Day/Year to Day/Month/Year
- Edit a Contact
- Working with a group of your clients
- Delete a single contact
- Delete a group of contacts
- Recovering a group of Deleted Contacts
- Use the Postal Code to Automatically add City + State Fields
- Add Live Links to your Contacts.
- Add a Note to a Contact Record
- Pinning important notes
- Making An Appointment for a Contact
- Marking Contacts Inactive
- Print Labels for a Group of Contacts
- Print Envelopes for a Group of Contacts
- Print a Contact List
- Duplicate Contact Records
- Insert a picture or photo into an email
- Insert a text hyperlink into an email
- Insert an image hyperlink into an email
- Use Snippets to format the width of your email
- Automatic Email Footer
- Can I have multiple email headers and footers for my separate businesses?
- Removing a picture from the image library
- Managing multiple email templates
- Advanced - Changing the background color on the email newsletter
- Change your email address
- Test Your emails BEFORE you send them out!
- BEFORE you send an Email Blast, DO THIS...
- Why am I not getting the test emails I am sending to myself?
- Send an email to a single contact
- Send an email to a group of contacts
- Use Outlook or my own email client to send emails
- Add a note to the contact record about an email blast
- Check the results of an email sent to a group of people.
- Schedule an Email Blast
- Review or Cancel a Scheduled Email Blast
- Connecting AllClients with other apps using Zapier
- SendGrid Integration
- Updating your SendGrid Password
- Fixing email errors with SendGrid
- Setting up SendGrid Tracking to Integrate back into AllClients.com Reporting
- API Settings
- Integrating your AllClients Calendar with your Google Calendar
- Integrating your Google Mail with the Email History Tab