Posts by admin:
Multiple Proposals per Opportunity
Posted on: 29 Mar 2023
This was a customer driven feature. There are generally two scenarios where multiple proposals are useful. One scenario is when each proposal is unique and the other scenario is when a portion of a proposal is duplicated on another. Because proposal data is used in charts, Users will need to pay attention to the checkboxes […]
Increase Email Open Rates with Video Content – Here’s How to Include Videos.
Posted on: 22 Feb 2023
Adding videos to emails can bring numerous benefits to your email Templates and Action Plans. Here are some of the key advantages: In summary, adding videos to your emails can be a powerful way to increase engagement, improve click-through rates and conversion rates, better retain your audience’s attention, and boost your open rates. With the […]
Building Tokens in URLs
Posted on: 20 Feb 2023
The expansion of Tokens has lead to an increase of Users asking about how to build Tokens into custom links or URLs inside of ClientTether. We hope the above video will help your understand this feature. The first step is understanding what data the URL will accept in the form of Key:Value pairs. In our […]
Hosted Page CT Sign: Edit when shared
Posted on: 02 Feb 2023
A CT Sign Hosted Page can be shared with subaccounts. If the subaccounts wants to edit their own copy of the shared Hosted Page they must first Clone it to their own account. The original shared Hosted Page is owned and maintained by the Multi-Level account that originally shared it. The Cloned Hosted Page is […]
Proposals Tax District
Posted on: 02 Feb 2023
A Tax District can be created and assigned to a proposal based on the Account that the Contact is currently in. If the Contact is moved (see below) the system will evaluate the assigned Tax District and reassign it according to the Default Tax District in the receiving Account. The Move processes that will evaluate […]
Proposal Additional Delete Options Added
Posted on: 02 Feb 2023
The following delete options have been added to Proposals.
Proposals: Show Contact’s Company Name in Quote Header
Posted on: 02 Feb 2023
First the Client Company should be checked in Proposal Preferences. Then it will show in the Quote Header
Contact List All: letters indicate Contact Type
Posted on: 02 Feb 2023
When displaying Contact List “All”, the system will put a new column in the Contact List with the first two letters of the Contact Type to help you keep them separate.
Contact Profile: Wrong Number
Posted on: 02 Feb 2023
When working in the Contact Profile, and it is discovered that the phone number is wrong, there is a one-click button to handle this. When the Wrong Number button is click the system will:– replace the current phone number with 555-555-5555 and– generate a History Note with the original number and the replaced number– turn […]
Notifications: Restore form Archive
Posted on: 02 Feb 2023
If a Notification has been archived, it can be restored to the active list by clicking the Restore Icon found in the Notification Settings Archive List