Proposal Settings – Share Quote Type

January 5, 2023

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.)

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Support Questions

December 21, 2022

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.

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Proposals: Duplicate Bid Type and Line Items

December 8, 2022

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 […]

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Proposals: Add Templates to Worksheets

December 8, 2022

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.

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Proposals: Field Type Calculation, Rounding

December 8, 2022

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 […]

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Recommendations and Best Practices for Maintaining a Positive Caller Reputation

November 30, 2022

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 […]

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How to Fix: Outbound calls blocked or labeled as spam or scam likely

November 30, 2022

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 […]

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Proposal Line Item Note Type

November 17, 2022

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

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Synchronize to Google Calendar

November 17, 2022

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

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Proposal Line Item Default Control to Display on Quote

November 16, 2022

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

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Lead Routing updated with Assign User

November 16, 2022

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.

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Pipeline

November 16, 2022

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

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Return Email with copy

November 16, 2022

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.

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Event Invites

November 16, 2022

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.

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Event updates when Contact’s Info changes

November 2, 2022

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.

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Email Franchise Estimates Reports

October 28, 2022

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.

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Phone Number Lookup: Verification of Text-Enabled VS Landline

October 20, 2022

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 […]

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Archived History Notes

October 20, 2022

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 […]

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Emojis in Text Message

October 13, 2022

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

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Contact Links within Contact Profile

October 13, 2022

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 […]

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Message Center

October 13, 2022

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 […]

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View and Edit Opportunity Matrix

September 29, 2022

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

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Proposals: Email from Invoice Tab

September 28, 2022

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 […]

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Share Hosted Pages

September 28, 2022

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.

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Charts: Minutes and SMS Usage

September 21, 2022

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.

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Tokens in Calculations and Notes

September 21, 2022

ClientTether Proposal system has built a very dynamic system that can use tokens to pass values around in the calculations. Please visit this Slide Deck to learn more.

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Parse into Custom Fields

September 16, 2022

Contact Records have a distinct list of fields. The system allows you to expand that list with Custom Fields. Custom fields consist of a Type, Label and Value. For parsing, content into a Custom Field use the Parser Term: Custom Field. Custom Field This term allows you to collect info into Contact Custom Fields. Using […]

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Email Open Rate

September 13, 2022

The Chart An Email Open Rate Chart needs to show 4 things: a Date, Number Sent, Number Opened and the Percentage Opened. We have built all this in one chart. Study the image above.The dates are shown across the bottom. These dates are sensitive to the date range you set on the Dashboard.The number sent […]

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Historical Minutes and Text Usage per Month

September 13, 2022

Historical Minutes and Text usage charts are available. You can ask for 1-12 months history and the system will show you the Chronological usage rates. Notes this does NOT synchronize with your billing cycle but it will show you a trend. The actual number of months available are based on your start date or the […]

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Capture External Emails in ClientTether

September 13, 2022

There are two sides of capturing external emails inside of ClientTether. Inside of the SMTP Settings tab you will find a system generated BCC email. This is your key to capturing external emails inside of ClientTether. Capture Outgoing Emails The first use case is when you are sending an email to a contact from your […]

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July 18, 2022

September 7, 2022

Information Dots: Information Dots () are currently being added throughout the UI to provide additional details on features, settings, and options within the account. To review that information, click on the Info dot icon wherever found within the system. Dashboard Updates: Additional date range options have been added to select reports displayed on the Dashboard […]

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June 10, 2022

September 7, 2022

UI updates for Responsive Mobile Views: the Account and Action Plan Page have been updated to be more responsive to viewing on a mobile device. Chart Updates: Two charts were updated with additional formatting options: Salesperson Statistics and Sales Cycle Progression chart. Each chart now has three options. Depending on which chart format you prefer, […]

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May 5, 2022

September 7, 2022

Proposal System Update: The Proposal System has been updated to include the auto-save feature throughout. This change is now in effect whenever changes are made on any screen within the Proposal System.  Additionally, when changes are made to any screen  within the Proposal System, calculations are also updated and auto-saved.  Proposal System Update: The Proposal […]

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April 28, 2022

September 7, 2022

Updates to Existing Features/Settings: Integrations Update: QBO Integration update brings the Product matching selection inside of the system instead of being in the Bridge. We also allow custom field mapping from inside our system as an option. This is more scalable and editable. Tokens Feature Update: New Tokens have been added to assist in sending […]

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April 21, 2022

September 7, 2022

New Features/Settings: Salesperson User Type A new User Type has been added within all accounts: Salesperson This new User type has settings and access limitations as follows: User type “Salesperson” can view and access only Contacts as assigned to them within the Contacts List and Pipeline.  User type “Salesperson” cannot edit Action Plans.  User type […]

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April 7, 2022

September 7, 2022

New Features/Settings: Customize Contact Name To customize the name of the Contact Types (Employee, Partner, Vendor and Other) within the account, visit the Contact Type tab in Settings. From the Contact Type tab, click on the Contact Type name you wish to edit and update the name accordingly. Click enter and the update is autosaved. […]

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2021 Releases

June 24, 2021

Quick Links October 28, 2021 October 7, 2021 September 30 2021 September 23 2021 September 16 2021 September 2 2021 August 26 2021 August 19 2021 August 5 2021 July 22 2021 July 15 2021 July 8 2021 July 1 2021 June 24 2021 Thursday October 28, 2021 Settings->Tags When viewing the Clients with Tag […]

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