Easy Workgroup Tasks (ClientTouch)
Great! With the Easy Contact Filtering feature you were able to easily filter your database and you have a group of names in front of you ...now what? With AllClient's invention: ClientTouch, in one or 2 clicks you can send that group a letter or email, print the list, create mailing labels, edit something in their contact records, assign a to-do, and more.
Watch a video about ClientTouch