Posts by admin:
After Hours Phone for Incoming Calls
Posted on: 13 Jul 2023
The system redirects incoming calls to an approiate agent number during business hours as defined in your Operation Settings. Then during After Hours the same or different phone number can be entered.
Block Incoming Calls and Texts
Posted on: 13 Jul 2023
Sometimes you just need to block calls from a specific number. There is an easy access switch on the Contact Profile that allows you to do just that. It also pseudo blocks text messages. When that switch is turned on (image show off), the phone number associated with that contact is blocked from calling your […]
Proposals: show Bid Type on Invoice
Posted on: 13 Jul 2023
The Proposal system has customizable controls for what components of a Worksheet show on the quote and Invoice. There two controls highlighted here control whether the Bid Type and Bid Type $ shows on the Invoice.
Tokens in Proposal: Terms and Conditions
Posted on: 13 Jul 2023
Tokens can be used in Terms and Conditions as well as About Me. This allows you to personalize these components of the Proposal / Invoice.
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, […]