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Release Notes May 2024
Posted on: 28 May 2024
Video Link: OverviewVideo Link: Task ManagementVideo Link: Block Editor IntroSlide Deck Link: Overview
AccuLynx Integration
Posted on: 02 May 2024
From AccuLynx Documentation: All API Calls require authentication via an API Key. An API Key must be sent with every request. Each individual location within a company needs its own API key. Obtaining an API Key Get your API key from your AccuLynx API page. (https://my.acculynx.com/apikeys) Authorization Key: authorizationValue: Bearer <your API key> Use this […]
Text Segments – GSM vs non-GSM Characters
Posted on: 23 Apr 2024
Let’s dive into how SMS messaging works with ClientTether, focusing on GSM vs. Non-GSM characters. Understanding this will help you manage your messages more effectively and enhance the experience for your recipients. GSM Characters in ClientTether For most of your messaging needs within ClientTether, sticking with GSM characters is your best bet. Here’s why: Non-GSM […]
SMTP Email Authentication Guide
Posted on: 15 Mar 2024
Introduction In the digital age, ensuring that your emails consistently reach your clients’ inboxes is vital. That’s why we’re providing this guide—our system offers options to help you achieve the highest level of deliverability. While our standard Email Server Authentication using SPF and DKIM is effective for many, integrating SMTP settings offers another path to […]
Job Boards
Posted on: 14 Mar 2024
Introduction The Jobs feature is a dynamic addition for Users who have enabled the Proposal V2 feature on our platform. This tool provides an informative overview of active contacts with proposals to facilitate job management tasks. Below you will find more details on how to utilize the various functionalities of the Jobs feature to streamline […]
Proposals Design and Layout
Posted on: 14 Mar 2024
Introduction This support document guides you through the process of using the layout and design controls for creating customized Proposal Long Quotes. These controls allow you to tailor the content and appearance of your quotes to match your brand and address your clients’ needs effectively. Design Control: CSS Properties Interface Accessing the CSS Properties Modifying […]
Email Server Authentication Guide
Posted on: 08 Mar 2024
Introduction This guide provides step-by-step instructions on how to authenticate your email server using SPF (Sender Policy Framework) and DKIM (DomainKeys Identified Mail). These authentication methods are crucial for improving email deliverability and protecting your domain from spoofing and phishing attacks. This guide is an alternative to our SMTP Email Authentication Guide to ensure that […]
Reload Attachments
Posted on: 12 Dec 2023
Here are instructions on how to reattach files to your ClientTether account