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


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If a Notification has been archived, it can be restored to the active list by clicking the Restore Icon found in the Notification Settings Archive List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