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Multiple Users in one Contact Profile
Posted on: 13 Jul 2023
Contact Profile header color will change if multiple Users are in the same one.Notifications associated with an open Contact Profile will also change color. In the image example above, the gray header color is normal and the yellow-ish color is the warning that two or more Users have opened the same Contact Profile.
Notifications on Contact Profile
Posted on: 29 Jun 2023
Accessing Notifications for a specific Contact is easy with the Notification Icon found on the Contact Profile. Please watch this short video
Advanced Filters
Posted on: 29 Jun 2023
There are many features associated with Advanced Filters… more details needed Common Custom Fields
ServiceBridge
Posted on: 29 Jun 2023
Our integration allows you to send Contact data one-way to ServiceBridge on demand from the Contact Profile with the click of a button that shows after this Add-On has been activated. Follow this link to learn how to Activate Add-Ons. This feature assumes that you already have an account and are familiar with ServiceBridge features. […]
CompanyCam Integration
Posted on: 28 Jun 2023
Unlock the power of visual engagement with our seamless integration between CompanyCam and ClientTether! This innovative partnership transforms your contact engagement by allowing you to effortlessly sync and showcase CompanyCam photos directly within ClientTether’s Contact Profiles and Proposals. Elevate your proposals from good to great by embedding critical visual documentation right where you need it, […]
Triggers
Posted on: 30 May 2023
Triggers are a way of extending the automation in ClientTether and they are based on Notifications. If a Notifications is generated then you can tell the system to launch an Action Plan or a Text/Email Template. Not all Notifications are included.
New Meeting Scheduler
Posted on: 30 May 2023
An introductory walkthrough of the two paths the New Meeting Schedule can use to get contacts into your list. ClientTether Meeting Scheduler Feature Documentation Overview ClientTether’s meeting scheduler is designed to optimize your daily schedule by grouping appointments within a reasonable drive time. This ensures that your appointments are efficiently managed, minimizing travel time and […]
Filtering for Duplicates
Posted on: 20 Apr 2023
Filtering is a way of reducing the records in your Client List that you are working with. Finding duplicates is an excellent example.
Proposal Field Types
Posted on: 18 Apr 2023
When you build a proposal in ClientTether, you will be using our proposal’s custom form editor to build each Line Item. Each field in the Line Item will declare its field type, giving unique properties to each. This slide deck will introduce you to the Field Type options.
Hosted Pages: New Meeting Scheduler
Posted on: 30 Mar 2023
The New Meeting Scheduler replaces the previously released Online Scheduler, which will be removed once we get all Users converted. There are three main steps to using Hosted Pages.– Set-up the Hosted Page: New Meeting Scheduler– Assign the Hosted Page Token to a Template– Send the message to a Contact In the video above, step […]