Sometimes you want to change flags for more than one contact at a time.
The ClientTouch Work Group is where you will group the contacts together and complete the Group Edit action for the group.
Click the Contacts dropdown menu in the toolbar, then click ClientTouch.
There are two ways to add contacts to ClientTouch.
*Note: The Contact List has a column with a grey icon next to each contact record. This tells you which contacts are in the ClientTouch workgroup.
Gray - NOT in workgroup
Green - IN workgroup
If you don't see the In Client Touch button in your contact list see: Add In Client Touch to Contact View.
Locate a contact that should be part of the group you're creating and click the grey icon. It will turn green, that contact is now part of the ClientTouch Workgroup.
Once you've selected your contacts, click the Contacts dropdown menu from the toolbar, then click ClientTouch to access your workgroup.
Click the Add Contacts tab to add a group to the workgroup.
**You can also click the Add Everyone button to add everyone in your database to the workgroup.
3. Now that you've added contacts to Client Touch let's do a group edit.
Here, on the Actions Tab, you can complete an action for your group.
Click the Group Edit Button.
In the Flags box on the left. Select the Remove Flag or Add Flag, then from the dropdown menu below this, select the flag you would like to add or remove.
Click the "Apply Changes" button at the bottom, then click "Yes, confirm group edit." From here you can "Return to ClientTouch Menu" or "Perform Another Group Edit."
Once you have completed your task for the group, be sure to clear the Workgroup so it is ready for your next group.
If you have further questions, please reach out to Support@ByReferralOnly.com.