Navigating the System
Why This Matters
AllClients is designed with clear sections and intuitive menus to help you quickly access features. Understanding the layout helps you save time, stay organized, and find what you need without frustration. Once you know your way around, you'll move through the system confidently and efficiently.
Understanding the Main Menu
The Main Menu is your primary navigation tool. You'll find it on the left side (or top, depending on your screen size). Hovering over or clicking each menu item reveals everything related to that area.
Dashboard — Your home base for an overview of recent activities. See new leads, upcoming tasks, birthdays, and campaign performance at a glance.
Contacts — Access your entire contact database. View the Contact List for bulk editing and searching, or open individual Contact Cards for full details, notes, appointments, and history.
ClientTouch / Group Actions — Build groups of contacts for batch actions. Send emails, apply tags, update categories, or export contact lists.
Email Marketing — Design, send, and track email campaigns. Use templates, drip campaigns, and autoresponders to stay in touch with your audience.
Marketing Automation — Automate repetitive tasks by building workflows with conditional logic. Manage landing pages and pop-up forms from this area.
Boards / Deals — Visualize your sales pipeline in a Kanban-style layout. Track deals through stages and add notes, tasks, and reminders to each deal.
Calendar — Schedule and view appointments, see upcoming tasks, and get daily reminders. Appointments link directly to contact records for easy reference.
Settings — Customize your account preferences, manage users, set up categories and tags, configure custom fields, and connect integrations.
Quick Navigation Tips
Use the Search Bar at the top of the screen to find any contact instantly. Search by name, email, phone number, or other details.
Click Tabs within pages to access related details. For example, on a Contact Card, tabs let you view notes, emails, tasks, appointments, and history.
Hover Over Menu Items to see sub-menus and related options without clicking through multiple pages.
Use the Help Icon (bottom right corner of every page) to access articles, videos, and support without leaving your current screen.
Customize Your View on pages like the Contact Card and Dashboard. Click "Customize this Screen" to reorder tabs, hide unused sections, or choose which widgets appear.
The Dashboard: Your Starting Point
The Dashboard is like a quick summary of everything happening in your database. When you log in, you'll see:
- Recent leads and new contacts
- Upcoming tasks and appointments
- Birthdays and important dates
- Email campaign performance
- Quick links to frequently used features
You can customize which widgets appear on your Dashboard to match your workflow.
Finding Contacts Quickly
Use the Side Index on the left side of the screen to browse contacts alphabetically by last name. Click a letter to jump to that section.
Use the Top Search Bar to search for any contact by typing their name, email, phone number, company, or address. Results appear instantly.
Go to the Contact List (under Contacts in the main menu) to view, sort, and filter your entire database. Click column headers to sort by name, date added, category, or last contacted.
Getting Help Anytime
The Help Icon appears at the bottom right of every page. Click it to:
- Search the Knowledge Base for articles and videos related to the page you're on
- Browse Help Topics by typing keywords into the search box
- Contact Support by clicking "Ask" — you'll get a response within a few hours
Questions and Answers
Q: Is the system accessible on mobile devices?
A: Yes. You can use AllClients on any internet-connected device, including smartphones and tablets. The interface adapts to smaller screens for easy mobile access.
Q: Can I customize the dashboard?
A: Yes. You can choose which widgets and summaries appear on your dashboard. Click the settings icon on the Dashboard to customize your view.
Q: Can I rearrange tabs on the Contact Card?
A: Yes. Open any Contact Card and click "Customize this Screen" to reorder tabs or hide ones you don't use.
Q: How do I find a specific contact quickly?
A: Use the global Search bar at the top of the screen. Search by name, email, phone, or other details. Results appear as you type.
Q: Can I view activity history for a contact?
A: Yes. Open the Contact Card and use the tabs to see notes, emails, tasks, appointments, and full interaction history.
Q: How do I get notified about new leads?
A: Set up email and text notifications in your workflows to trigger alerts when new leads arrive.
Q: Can I see my sales pipeline in a visual format?
A: Yes. Use the Boards or Deals section to view your pipeline in a Kanban-style layout with stages. Drag and drop deals between stages as they progress.
Q: Is there help available if I get stuck?
A: Yes. Click the Help icon at the bottom right of any page to access articles, videos, and live support. You can also contact our support team anytime.
Q: Can multiple team members access the same account?
A: Yes. AllClients supports multiple users with role-based permissions. You can control what each team member can see and do.
Q: Can I integrate with other software?
A: Yes. AllClients offers integrations with other software through standard connections or Zapier. Check the Integrations section in Settings to see available options.
Watch & Learn
🎥 Video: Navigating the System
Guide Type: Getting Started
Estimated Time: 5 minutes
Next Guides: Understanding Your Dashboard, How to Find Contacts, Quick Start Guide
Video Transcript:
Finding your way around the system is easy. Let's start here from the dashboard.
The dashboard is like a quick summary of all the things happening in your database.
To find your contacts you can either use the Side Index… Or you can search for a contact up here.
With our easy navigation, you can jump from one part of the system to another. Like this.
You can find whatever you are looking for just by hovering over these main menu items.
Here, under contacts will be everything about the contacts.
Under automation, you will find all the functions that can be automated, and so on…
Settings is an important part of the system, especially when you are configuring the system for the first time.
Here you will decide what to name your categories, tags and custom fields. This is also the place where you will build your email and SMS templates.
Account Settings can be found here where you can make changes to your overall account.
Finally, you will see this help icon at the bottom right of each page. This serves two purposes.
- Under Answers you will find articles and videos with information about the page you are on. You can also search the entire help system by typing a keyword here.
- You can also request help from our support staff by clicking Ask. You should expect a response to your specific question in a few hours.