Additions to AddContactNote

You can now pin a new contact note via the API.   Also, we added the ability to enter a “new line” character in the note.  Please see the updated documentation for details.   AddContactNote

You will have this in the next update, once your installed version is 4/26/2017 or later.

Variables in Custom Header HTML

White Label Customers:

Your custom header file can contain the following variables for use in display, or even for reference in your own custom scripts.

%%accountid%%  will be replaced with Logged In User’s AccountID

%%teammemberid%%  will be replaced with Logged In Users’ Team Member ID (Will be “0” when Account Owner/Team Leader)

%%loginemail%%  will be replaced with the logged in user’s login email address (not necessarily the Mail Merge Email).   This is useful as the login email address hidden once you hide the built-in header bar.  TIP: You can link this to /ChangeUser.aspx if you want to allow user switching by clicking on their email address.

This update will be available in early May 2017.

Your choice – API calls can return either XML or JSON Formatted Data

Good news! We’ve gone back and updated all older API functions to include the option to return the result data as JSON or XML data. XML was the only option for the API functions created in the past.

If you still want XML results, you don’t need to do anything. All results default to XML. If you want your results in JSON, add the field “response_type” to your request fields and set the value to “json”.

You can choose whichever format is easiest to consume in your favorite programming language.

Summer API Updates

Here is a summary of new and updated API functions over the last few months:

New API Functions

GetOptInStatusList : Returns the full list of opt in status results for all email addresses in an accounts database.

GetActivityLog : Returns details from the “Activity Log” report

GetPermissions & SetPermissions : Allows for setting and listing team member permissions


Added fields Inactive, OtherEmail, OtherSystemID to GetContacts function

API Updates for April

Updated: GetAccounts

Added option to return group information about all accounts


New Functions: AddSource, AddCategory2

You now have the ability to add Sources and Category2s via the API


UPDATE: More New Functions: GetLetterTemplate, GetLetterTemplates, UpdateCustomFields


GetLetterTemplate (get details on a specific Letter template)
GetLetterTemplates (get a list of Letter Templates)
UpdateCustomFields (update Custom Fields)


These updates will be available in the next update, when your version timestamp is later than 4/27/2016  (version timestamp is located on home page of the admin page)

Free Professional Landing Page Templates

We have two new free, gorgeous, responsive, professional designed landing page templates for use in AllClients and our White Label CRM partners.

You can use these templates out of the box, or use them as examples to get your template designs started.

Professional Template 1

Beautiful, fully responsive template with highly customizable options.

professional template 1


Professional Template 2

Beautiful, fully responsive template with highly customizable options and a pop-up form.


pro template 2


Want to learn more? Go to our Landing Page documentation.