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)
You can now update Team Members’ information via the API.
Documentation for UpdateTeamMember
The update containing this new API function will be rolling out over the next few days.
We’ve added the following fields to AddContact and UpdateContact:
New API Function ReassignContact – Allows you to change the team database that a contact is assigned to.
New API Function SetAccountGroup – Allows you to set the group for an account in your system (for our White Label Partners only)
We’ve added more To-Do functions to the API. Now you can add, list, update (including mark complete), and delete any individual To-Do that is assigned to a contact. You can also get a To-Do Summary for a user, which contains some nice summary data for dashboards.
Check out all the latest To-Do functions here:
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 2
Beautiful, fully responsive template with highly customizable options and a pop-up form.
Want to learn more? Go to our Landing Page documentation.
Attached are the source code files for our 3 video email templates. You will want to change the 2 image links so that the code reflects your white label domain.
You may use our logo placeholder, just first upload it to your account and insert from there.
To update the YouTube image link, save your template and then and click the Change Video button. Add the video you would like to have in your templates. You may need need to update the URL manually in the Source Code. Make sure the first part of the URL reflects your CRM domain.
Video Email Template 1
Video Email Template 2
Video Email Template 3
Our new GitHub repository contains examples of working with the AllClients API in PHP.
It’s a great place to get started with working with our API.
GetEmailTemplate – Went live Jan 23
Returns details and message content for specific Email Template
GetVoiceTouchSummary – Will be live by Feb 8
Get a summary of unreviewed calls, messages, and text messages
GetSavedSearches – Will be live by Feb 8
Get a list of Saved Searches stored in the account
Two new API functions were released in today’s update:
You can now add a Category to an account using the new AddCategory API Function.
The new API Function, GetContactCount is a fast and efficient way to find the number of contacts in a database.
Previously, we had customers using GetContacts, and counting the number of contacts. This was slower and much less efficient.
If all you need is the number of contacts, please use GetContactCount.
Here is a summary of the API changes rolled out over the past few weeks:
GetToDoSummary – Return a list of To Dos for an account with ability to filter to a specific contact
GetToDos – Return a summary of To Dos for an account
GetContactBirthdays – Get birthdays for an account for a specific day and month
QuickSearchContacts – This function is designed for speed — searching only First Name, Last Name, Other First Name, Other Last Name, Email Address, and Other Email Address. It also returns only a limited number of fields and is limited to 50 results returned. This would be best used in some kind of “type-along-find” Ajax contact picker.
GetAccounts (Updated) – Now has the option to return the Mail Merge Profile for the account