Search found 15 matches

by Connor3197
Wed Mar 08, 2017 5:16 pm
Forum: Help / How to use AllProWebTools
Topic: Sort by last name
Replies: 4
Views: 2429

Re: Sort by last name

Ah thank you, I did not see the "more" option at the top. That solves that issue.
by Connor3197
Wed Mar 08, 2017 11:54 am
Forum: Help / How to use AllProWebTools
Topic: Sort by last name
Replies: 4
Views: 2429

Re: Sort by last name

I have added a contact "Mathew Wiggins" and when searching only "Wiggins" in the search bar, his contact info does not show up.

When typing "Mathew" his contact info appears.
by Connor3197
Tue Mar 07, 2017 5:00 pm
Forum: Help / How to use AllProWebTools
Topic: Sort by last name
Replies: 4
Views: 2429

Sort by last name

Similar problem with sorting by custom fields, when I search a contacts last name they do not show up in the search bar, only if searching by first name. Am I doing something incorrectly?
by Connor3197
Tue Mar 07, 2017 3:04 pm
Forum: Help / How to use AllProWebTools
Topic: Search by field
Replies: 4
Views: 2550

Re: Search by field

It looks like it is working fine now! Thanks for the fix!
by Connor3197
Tue Mar 07, 2017 1:26 pm
Forum: Help / How to use AllProWebTools
Topic: Search by field
Replies: 4
Views: 2550

Re: Search by field

I have created a custom field labeled "districts" to indicate which district the school is in (our clients are schools). So the company name is the school itself. When I attempted to search the districts names, the contact does not show up. E.g. Contact name: Test, Company name: the test company, Cu...
by Connor3197
Mon Mar 06, 2017 5:47 pm
Forum: Help / How to use AllProWebTools
Topic: Search by field
Replies: 4
Views: 2550

Search by field

I am wondering if it is possible to search through contacts via a custom field. Currently, I have a custom field and when I search for contacts with that custom field I cannot find them.
by Connor3197
Mon Mar 06, 2017 5:45 pm
Forum: Help / How to use AllProWebTools
Topic: Gmail inbox integration
Replies: 5
Views: 2553

Re: Gmail inbox integration

That makes sense, but I do not think I phrased my question correctly. The idea would be once an email is sent from a contact in AllPro, to have that sent email show up or auto populate in the reps personal gmail account (which is the sending account from allpro). If it is not possible, understandabl...
by Connor3197
Mon Mar 06, 2017 1:12 pm
Forum: Help / How to use AllProWebTools
Topic: Gmail inbox integration
Replies: 5
Views: 2553

Gmail inbox integration

I was wondering, since google calendars can be integrated into the allprowebtools workflow, I was wondering if the same could be done with gmail integration. The problem is this, two of our sales reps are fairly on the go and they would like to have emails that are sent out of the AllPro system to a...
by Connor3197
Mon Mar 06, 2017 1:08 pm
Forum: Help / How to use AllProWebTools
Topic: Delete contacts in bulk
Replies: 2
Views: 1812

Re: Delete contacts in bulk

Great thank you so much!
by Connor3197
Mon Mar 06, 2017 11:56 am
Forum: Help / How to use AllProWebTools
Topic: Delete contacts in bulk
Replies: 2
Views: 1812

Delete contacts in bulk

I am wondering if there is a simple way to delete a large list of contacts. Currently, I have roughly 1000 total contacts that need to be removed from our lead pool. I have noticed I can delete a single contact under the specific contact settings. Is there a way to upload the list of 1000 contacts w...
by Connor3197
Thu Feb 23, 2017 2:19 pm
Forum: Suggestions / Feature Requests
Topic: tag removal
Replies: 3
Views: 2417

tag removal

I would like to remove several tags that have made it into the tag manager. What is the best process to do this?
by Connor3197
Mon Feb 20, 2017 9:44 am
Forum: Suggestions / Feature Requests
Topic: Open / unopen auto tag
Replies: 7
Views: 3359

Open / unopen auto tag

It would be incredibly beneficial to be able to immediately tag contacts 'open' and 'unopen' depending on they opened their email or not. Even simply being able to download the open list and re-upload it to have the correct tag. Recently sent a large email campaign and it is very tedious to search t...
by Connor3197
Wed Feb 08, 2017 12:41 pm
Forum: Report a Bug
Topic: FaceTime Interference on Mac
Replies: 1
Views: 1778

FaceTime Interference on Mac

I am attempting to use Google Voice to make calls from AllPro. The G-Voice extension in Chrome is set up to make calls directly out of AllPro, however FaceTime attempts to open everytime I click on a phone number, no option to use google voice instead. In FaceTime options/preferences, it is turned o...
by Connor3197
Tue Feb 07, 2017 4:27 pm
Forum: Help / How to use AllProWebTools
Topic: Call Integration
Replies: 2
Views: 2201

Re: Call Integration

Thanks for the response and clarification, Dave. That solves our problem.
by Connor3197
Tue Feb 07, 2017 12:50 pm
Forum: Help / How to use AllProWebTools
Topic: Call Integration
Replies: 2
Views: 2201

Call Integration

What sort of call integrations can we use with AllProWebTools. At our last CRM we had used Twilio and still have a subscription for it, so I am wondering if it would be possible to integrate with them? Or is there another service you would recommend? Preferably one that can dial directly out of the ...