Release Notes Jan 2024

January 4, 2024
  1. Bulk Change to a Sales Cycle now updates Milestones
  2. Action Plan Step – Change Contact Type
    1. also requires Sales Cycle Setting
    2. can’t be blank
  3. Contact Profile – Quarantine Email now shows a reason
  4. Duplicate lead Accepted now launches Action Plan
  5. Duplicate leads created from simple lead form has been stopped
  6. Improvements to Username or Password Reset
  7. SMTP Settings UX improvement
  8. Searchable list of Accounts (in more places)
  9. Searchable list of attachments
  10. Contact List Search improvements
  11. Calendars – 2 way sync with new External Calendar Sync
  12. Franchise Estimate Count Report
    1. Emailed properly
    2. Links to raw data
  13. User Settings
    1. password changed immediately effects access
    2. archived user immediately effects access
    3. Archived User removed from New Lead Email
  14. Lead Routing – Duplicate Check for Multi-level Accounts to Subaccounts by Round Robin
  15. Notifications –
    1. Archive search to include contact name
    2. View Assigned User in right side panel
  16. Proposal
    1. Bid Type Multiplier
    2. Clear Signature now generates a History Note
    3. Show more of the Field Header for longer fields
    4. Block Editor – Cover Page, About Me, Terms and Conditions – Limited Release
  17. Thumbtack Integration to accept Appointments
  18. Templates for Notes / Log-a-Call
  19. Contact Profile
    1. Quarantine Email – now shows a reason
    2. Opportunity Count shows above the field

Block Incoming Calls and Texts

July 13, 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 ClientTether phone number. You can flip the switch either direction and any time.

While the Blocked Switch is turned off, incoming text messages will be captured and stored with the Contact’s Profile, but it will not generate incoming Notifications. We call this pseudo blocked.

Notifications on Contact Profile

June 29, 2023

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

Triggers

May 30, 2023

Triggers are a way of extending the automation in ClientTether and they are based on Notifications. If a Notifications is generated then you can tell the system to launch an Action Plan or a Text/Email Template. Not all Notifications are included.

Notifications: Restore form Archive

February 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 Received

February 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