Filtering for DuplicatesApril 20, 2023
Filtering is a way of reducing the records in your Client List that you are working with. Finding duplicates is an excellent example.
Hosted Pages: New Meeting SchedulerMarch 30, 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 […]
Multiple Proposals per OpportunityMarch 29, 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 […]
Hosted Page CT Sign: Edit when sharedFebruary 2, 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 DistrictFebruary 2, 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 AddedFebruary 2, 2023
The following delete options have been added to Proposals.
Proposals: Show Contact’s Company Name in Quote HeaderFebruary 2, 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 TypeFebruary 2, 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 NumberFebruary 2, 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 ArchiveFebruary 2, 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
Notifications: Payment Entered vs ReceivedFebruary 2, 2023
Payment Received occurs when the Contacts pays an invoice. Payment Entered occurs when a User inputs a payment from the Proposal Overview Tab
Proposal Settings – Share Quote TypeJanuary 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.)
Support QuestionsDecember 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.
SendJim Add-onDecember 13, 2022
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:
Proposals: Duplicate Bid Type and Line ItemsDecember 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 […]
Proposals: Add Templates to WorksheetsDecember 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.
Proposals: Field Type Calculation, RoundingDecember 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 […]
Recommendations and Best Practices for Maintaining a Positive Caller ReputationNovember 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 […]
How to Fix: Outbound calls blocked or labeled as spam or scam likelyNovember 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 […]
Proposal Line Item Note TypeNovember 17, 2022
There are three Line Item Type selections: Labor, Materials and Note.
Synchronize to Google CalendarNovember 17, 2022
Users can choose to sync their ClientTether Calendar to their Google Calendar.
Proposal Line Item Default Control to Display on QuoteNovember 16, 2022
You can set the Default arrangement to Display a field on the Quote
Lead Routing updated with Assign UserNovember 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.
Return Email with copyNovember 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.
Event InvitesNovember 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.
Event updates when Contact’s Info changesNovember 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.
Email Franchise Estimates ReportsOctober 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.
Phone Number Lookup: Verification of Text-Enabled VS LandlineOctober 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 […]
Archived History NotesOctober 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 […]
Emojis in Text MessageOctober 13, 2022
The CRM system can now receive emojis in a text from Contacts.
Contact Links within Contact ProfileOctober 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 […]
Message CenterOctober 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 […]
View and Edit Opportunity MatrixSeptember 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.
Proposals: Email from Invoice TabSeptember 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 […]
Share Hosted PagesSeptember 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.
Charts: Minutes and SMS UsageSeptember 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.
Tokens in Calculations and NotesSeptember 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.
Parse into Custom FieldsSeptember 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 […]
Email Open RateSeptember 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 […]
Historical Minutes and Text Usage per MonthSeptember 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 […]
Capture External Emails in ClientTetherSeptember 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 […]
July 18, 2022September 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 […]
June 10, 2022September 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, […]
May 5, 2022September 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 […]
April 28, 2022September 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 […]
April 21, 2022September 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 […]
April 7, 2022September 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. […]
2021 ReleasesJune 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 […]