Edit a Contact
Use this process to edit any of the contact information or to add more.
From the Contact Record, click Edit Contact.
Make your updates and click Save.
AllClients Knowledge Base
Contact Support: cases at allclients dot com. You can also reach us by phone at 888-903-9933
Topics
- Learning to Use AllClients 1
-
Customization
8
- 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
- General Info 7
- Maintenance 2
-
Managing Contacts
15
- 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
- Searching and Filtering 7
- Email: Opting Contacts In 5
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Email: Composing Messages
9
- 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
- Email: Intelligent Links 3
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Email: Sending Emails
11
- 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
- Email: Autoresponders 2
- Landing Pages 6
- Deals 1
- Social Connector 4
- VoiceTouch 4
- Managing Your Account 7
- To-Dos 3
- Teams 3
- AllClients Mobile Version 4
- Importing and Exporting Data 4
-
Integrating With Other Services
8
- 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
Last Updated
Mar 31, 2015