Custom ClientTouch Actions

With the help of your developer, you can create Custom ClientTouch Actions in your White Label Version of AllClients.  Custom Client Touch Actions call external services and allow your users to do almost anything.  (Send postcards to contacts, send to another database, send to a mailing house, etc… There’s really no limit!)

You define a new ClientTouch Action that will appear in ClientTouch.   You can define the name, description, icon, and what URL to send the request to.  (This URL will be on your server or your custom developer’s server)

Once the user clicks the new Action button in ClientTouch, a message will be sent to the URL.  Once this message is received, your system then look up the contacts in the user’s ClientTouch Workgroup and proceed with processing your custom task.


To learn more, review this option on our Developer Page.