Working With a Group of Contacts - ClientTouch Workgroup – By Referral Only Help Center

Sometimes you want to work with a specific group of contacts, like Sphere of Influence or Past Clients.

The ClientTouch Work Group is where you will group the contacts and complete an action for the group.

1. Find the ClientTouch Workgroup

In myClients, click the Contacts drop-down menu in the toolbar. Then select ClientTouch.

Click the Clear Workgroup button to begin working with a new group of contacts.

(This doesn't delete anyone from your database.)

2. Add Contacts to ClientTouch

There are 2 ways to add contacts to ClientTouch:

Select contacts from the Contact View or
Select a group of contacts that are part of a Source, Flag or Category.

First, let's learn how to Select Contacts from the Contact View

Click the Contacts drop-down menu and select Contact List.

The Contact List has a column with a grey icon next to each contact record. This tells you which contacts are in the Client Touch 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 drop down and select ClientTouch to access your workgroup.

Here, on the Actions Tab, you can complete an action for your group. The lower part of the page provides more information about your group.

Next, let's learn how to add contacts that are already part of a Source, Category, or Flag.

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.)

Click any of the grey buttons to add contacts to your database.

The number of contacts in the workgroup will appear at the top of the page.

Click the Actions tab to complete an action for this group.

Under the Actions Tab, you have several actions you can choose from.

If you need additional help:

Please contact your Support team:

We are happy to help :)

support@byreferralonly.com

800-950-7325 Ex 3401

Articles in this section

Working With a Group of Contacts - ClientTouch Workgroup

1. Find the ClientTouch Workgroup

2. Add Contacts to ClientTouch

Click the Contacts drop-down menu and select Contact List.

The Contact List has a column with a grey icon next to each contact record. This tells you which contacts are in the Client Touch workgroup.

Gray - not in workgroup. Green - in workgroup.

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 drop down and select ClientTouch to access your workgroup.

Here, on the Actions Tab, you can complete an action for your group. The lower part of the page provides more information about your group.

Next, let's learn how to add contacts that are already part of a Source, Category, or Flag.

Click the Add Contacts tab to add a group to the workgroup.

Click any of the grey buttons to add contacts to your database.

The number of contacts in the workgroup will appear at the top of the page.

Click the Actions tab to complete an action for this group.

Under the Actions Tab, you have several actions you can choose from.

Comments

Articles in this section

1. Find the ClientTouch Workgroup

2. Add Contacts to ClientTouch

Click the Contacts drop-down menu and select Contact List.

The Contact List has a column with a grey icon next to each contact record. This tells you which contacts are in the Client Touch workgroup.

Gray - not in workgroup. Green - in workgroup.

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 drop down and select ClientTouch to access your workgroup.

Here, on the Actions Tab, you can complete an action for your group. The lower part of the page provides more information about your group.

Next, let's learn how to add contacts that are already part of a Source, Category, or Flag.

Click the Add Contacts tab to add a group to the workgroup.

Click any of the grey buttons to add contacts to your database.

The number of contacts in the workgroup will appear at the top of the page.

Click the Actions tab to complete an action for this group.

Under the Actions Tab, you have several actions you can choose from.

Related articles