On PC (Windows) On Mac On ChromeBook Notes These steps should cover the most common methods for refreshing the Chrome browser across different platforms.

Video Link: OverviewVideo Link: Task ManagementVideo Link: Block Editor IntroSlide Deck Link: Overview

The ClientTether Mobile App is designed for Users in the field, with a focus on Contacts, Proposals and Notifications. All Settings and Design modes are reserved for the desktop version.You must already have an account with ClientTether to take advantage of this app as the same Username and Password are used for accessing both the […]

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.

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 […]

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 can be used in Terms and Conditions as well as About Me. This allows you to personalize these components of the Proposal / Invoice.

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.

Accessing Notifications for a specific Contact is easy with the Notification Icon found on the Contact Profile. Please watch this short video

There are many features associated with Advanced Filters… more details needed Common Custom Fields

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. […]

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, […]

Filtering is a way of reducing the records in your Client List that you are working with. Finding duplicates is an excellent example.

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 […]

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 […]

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 […]

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 […]

The following delete options have been added to Proposals.

First the Client Company should be checked in Proposal Preferences. Then it will show in the Quote Header

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.

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 […]

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

Payment Received occurs when the Contacts pays an invoice. Payment Entered occurs when a User inputs a payment from the Proposal Overview Tab

You can choose to share “Quote Types” down your organizational structure. Simply go to the Other tab under Proposal Settings and click any Gray Arrow. That will tell the system to share that Quote Type with subaccounts. A green arrow means that the Quote Type has already been shared. (See image below.)

Existing Customer should refer to the lower left corner of your ClientTether pages, there you will find the name, email and phone number for you first line of Support. Existing customers you can also call: +1 801-823-4737. For pre-sales questions please call: +1 385-332-8144.

SendJim is a direct mail delivery system that makes Direct Mail a breeze. And now it is custom Add-on available in your ClientTether. BEFORE using this feature in ClientTether you must have an account with SendJim also. To learn more please watch this video:

The duplicate options allows the User to quickly add similar Worksheet elements like whole Bid Types or individual Line Items. Duplicating a Bid Type puts the new Bid Type immediately below the current Bid Type with all the associated line items. Duplicating a Line Item puts the new item immediately below the current line item […]

A Template can be used to start a new Proposal or to add to an existing Proposal. As you can see in the image above, Templates are shown on the Bit Type dropdown as well as the create New Proposal menu.

There are three types of Calculated fields: Calculation, Hidden and Summation. All three have the same rounding options explained below. Round is the default option and it will properly round to two decimal places. The second decimal place will be rounded down if the third place decimal is a 0 – 4.The second decimal place […]

Maintaining consumer trust in the voice communication channel is critical. Consumers expect to receive wanted and personalized communications, while being protected from spam and unwanted calls. This guide provides updated best practices for maintaining a positive caller reputation. Why does caller reputation matter? Throughout the industry, there are continued and increasing efforts to reduce unwanted […]

Table of Contents What is a nuisance call label? Customers who conduct legitimate voice business may notice that their outbound calls are getting marked with nuisance call labels, such as ‘Scam Likely’, ‘Spam’, ‘Fraud Risk’, ‘Robo Call’ or some variant based on an app, device or network. This can be frustrating, and could result in […]

There are three Line Item Type selections: Labor, Materials and Note.

Users can choose to sync their ClientTether Calendar to their Google Calendar.

You can set the Default arrangement to Display a field on the Quote

If a lead is left in the current account because no criteria is define that would send the lead to a sub account, then you can also assign a User at the same time.

Pipeline is a visual representation of Sales Cycles in Action. Recent updates have improved the functionality of the Pipeline.

From History Notes you are able to see some emails that have been returned to you. In the bottom right you are able to click on the icon to reply with a copy of the email in the bottom.

When an Event Email Invite is sent, the recipient is able to add the appointment to their calendar via a link near the bottom of the email. A Google and Outlook link is provided. Additionally an iCal download file. is attached.

If a User has a pending appointment and the contact’s information: Name, address, phone and or email are edited, then that information is synchronized into the Appointment information.

At the bottom of the Lead Flow Dashboard Chart there is a link where Users can click to get the data behind the chart. On click, the system will prompt for email address. After the report is generated, it will be emailed.

The system now has the ability to confirm if a number entered in the ‘Cell Phone’ field of a Contact Profile is text-enabled versus identified as a land-line or not text enabled.  This verification process is performed in the following instances: when a new Contact is added, when the number in the Cell Phone field […]

The History tab in a Contact Profile displays a limited number of time-stamped activity notes for the Contact. Now available is an Archived list view of ALL history beyond the 100 record limit shown in the History tab. To access History beyond those 100 records, click the “View More History” link at the bottom right […]

The CRM system can now receive emojis in a text from Contacts.

There are now two options for collecting and sharing information about Contacts from the CRM: Clicking the option at the top left (Contact Info) will copy a URL link back to this specific Contact profile that you can share with others. To access the the information about this Contact, the recipient of this information must […]

A unified Message Center concept has be added to the Add-On options, meaning that this feature must be turned on before it will be visible in the system. Once turned on, the “Message Center” option will show in the main menu. When the Message Center is opened it will show a list of messages on […]

While all Users can view the content of the Opportunity Matrix only Admin Users and Account Owners can edit info in the Opportunity Matrix.

From the Invoice Tab in Proposals, you can send an email in one of two ways: Click on the Email Link and the system will open the full Contact Profile where you can verify/change the email address and then click on the Email Tab. Here you have the full power of our email tool including […]

After you have create a Hosted Page, you can share that page with subaccount using the identified icon in the image just above. When shared, the receiving subaccount will NOT be able to edit the hosted page. All editing rights remain with the originating account.

Two chart that will keep you in the know of your Minutes and SMS usage trends. You can choose between 1 and 12 months. Please understand that this chart shows is based on the the calendar month not the billing month.