Posts by admin:
Task Settings
Posted on: 23 Jul 2024
If you have added the Task Management Add-On in Settings > Add-Ons, a task icon will appear on the top right of ClientTether as shown below. The Task Settings page allows you to control what is shown in this side panel. To see all details of the task, you can click on Tasks on the […]
Twilio A2P Compliance – Telephony
Posted on: 23 Jul 2024
All items must be compliant in order to enable texting in ClientTether. Registration: Website Requirements: Twilio Approval:
Chrome Browser Refresh
Posted on: 18 Jul 2024
On PC (Windows) On Mac On ChromeBook Notes These steps should cover the most common methods for refreshing the Chrome browser across different platforms.
Proposal Print to PDF
Posted on: 18 Jul 2024
To print a proposal to PDF in your system, please follow these steps: By following these steps, you can easily print your proposal to a PDF document.
ClientTether Password Policy
Posted on: 18 Jul 2024
Overview To ensure the security of our system and protect user data, ClientTether has implemented a comprehensive password policy. This policy outlines the requirements and procedures for creating and managing user passwords. Password Policy Requirements Implementation New User Password Setup When a new user account is created, the user will receive a temporary password. Upon […]
Notes / Log-a-Call Templates
Posted on: 16 Jul 2024
Feature Overview: The Notes / Log-a-Call Templates feature in ClientTether CRM allows users to create and manage templates for repetitive communications. This functionality is designed to streamline the process of capturing and documenting interactions within a contact’s record, ensuring consistency and efficiency. Accessing Notes / Log-a-Call Templates: Creating or Editing a Notes Template: Using Notes […]
Filtering Contact Lists
Posted on: 16 Jul 2024
Overview ClientTether CRM provides robust filtering options to help users manage and organize their contact lists effectively. This guide will walk you through the steps to apply filters to your contact lists, enhancing your ability to find specific contacts based on various criteria. Accessing the Filter Options Applying Filters Once the filter panel is open, […]
Contact Relationships (linking)
Posted on: 16 Jul 2024
ClientTether: Contact Relationships or Linking: Users can effortlessly connect various contacts to other contact, creating a unified and comprehensive view of relationships and networks within their CRM. This enhancement simplifies managing and visualizing intricate connections, ensuring that all relevant information is at your fingertips. How to Access and Use the Linked Contacts Feature in ClientTether […]
Task Management
Posted on: 02 Jul 2024
Task Management Basics Tasks extends existing features of ClientTether like Templates and Action Plan Steps, which you should already familiar with. Review those topics if necessary. Let’s start with Templates as a way to assign a common task… Creating a Task for a Contact Open any Contact Profile and select the Task Tab (1). Then […]
How to Fix: Cannot Make or Receive Calls
Posted on: 24 Jun 2024
Issue When experiencing issues with making or receiving calls, the error might be related to the carrier blocking the call due to the calling number (caller ID). One common error code associated with this issue is: Error Code: 32017Error Description: Carrier blocked call due to calling number (caller ID). Steps to Verify the Error on […]