AllClients Knowledge Base
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Settings

Customize your account and control what's important to you.

  • Use Outlook or Your Own Email Client to Send Emails
  • Add Custom Fields to Contact Records
  • Add Tags to Help Sort Contacts
  • Integrating your Google Mail with the Email History Tab
  • Refer a Friend
  • International - Date Format from Month/Day/Year to Day/Month/Year
  • Export a Group of Contacts
  • AllClients App
  • Duplicate Contact Records
  • Use a SendGrid Integration to Send More Emails
  • Landing Pages - Progressive (Advanced)
  • API Settings
  • Troubleshooting: Fixing email errors with SendGrid
  • Change Your Email Address
  • Setting up SendGrid Tracking to Integrate back into AllClients.com Reporting
  • Cancel account
  • Add Sources to Track Business Origin
  • Export Notes
  • Customize the Time Zone and Daylight Saving Time
  • International - Change Currency in the Deals from the $ to the € or £
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Categories

  • Getting Started
  • Landing Pages
  • Settings
  • Customizing the System
  • Dashboard
  • Automation
  • Group Actions (ClientTouch)
  • Email
  • Voice and SMS
  • Reports
  • Teams
  • Deals
  • Contacts
  • To-Do
  • Appointments
  • Integrations
  • Mobile App
  • Call for Info
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