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by JohnB
Mon Dec 21, 2015 9:58 am
Forum: Suggestions / Feature Requests
Topic: Task improvement - notifications
Replies: 2
Views: 4288

Re: Task improvement - notifications

Thanks for the idea. If anyone else would like to see this please let us know below.
by JohnB
Mon Dec 21, 2015 9:56 am
Forum: Suggestions / Feature Requests
Topic: Task improvement - updating/re-tasking
Replies: 2
Views: 4475

Re: Task improvement - updating/re-tasking

You are still able to update a task and re-assign it to someone just as before. The only difference is the button says "Save" now.
by JohnB
Wed Dec 16, 2015 4:55 pm
Forum: Suggestions / Feature Requests
Topic: Hire Date
Replies: 1
Views: 2687

Re: Hire Date

Thank you for the suggestion. We will look into adding this. If anyone else would be interested in a "hire date" please let us know.
by JohnB
Wed Dec 16, 2015 4:33 pm
Forum: Report a Bug
Topic: Email video embed won't go away
Replies: 1
Views: 2892

Re: Email video embed won't go away

I went in and double checked with a test email, but do not see the video you mentioned. It seems like everything is as you expect now. Let me know if it isn't or if I missed something.
by JohnB
Mon Dec 14, 2015 6:07 pm
Forum: Help / How to use AllProWebTools
Topic: Product sorting, is it possible
Replies: 8
Views: 16443

Re: Product sorting, is it possible

Glad you were able to figure out your question about the categories. For updating the precedence, you can do this more quickly under "Settings->Import/Export" and in the box titled "Products" select "Upload Edited Products" which will prompt you to download a spreadshee...
by JohnB
Mon Dec 14, 2015 6:00 pm
Forum: Help / How to use AllProWebTools
Topic: Notifications
Replies: 1
Views: 2524

Re: Notifications

There are a few different notifications that will appear there. Are you referring to the notifications for contacts that need called back, or something else? Depending on what notification you are talking about they need to be addressed in different ways.
by JohnB
Mon Dec 14, 2015 2:48 pm
Forum: Help / How to use AllProWebTools
Topic: How to set up sign-up form, with custom fields
Replies: 9
Views: 12507

Re: How to set up sign-up form, with custom fields

1) In order to send an email response after a sign-up box is filled out, you must have the email marketing webtool. You would create an email campaign, and set the trigger to "Fill Out Sign-Up Box" then when creating the sign-up box itself, you would select the email campaign you would lik...
by JohnB
Mon Dec 14, 2015 2:40 pm
Forum: Report a Bug
Topic: Follow up buttons
Replies: 6
Views: 13047

Re: Follow up buttons

Thank you for letting us know about this.

We'll look into it and get back to you.
by JohnB
Mon Dec 14, 2015 2:34 pm
Forum: Help / How to use AllProWebTools
Topic: Product sorting, is it possible
Replies: 8
Views: 16443

Re: Product sorting, is it possible

There is currently no way to select a sort option as a user visiting the site. However, you can control the display order of the products from the console. If you go to Settings->Store, under the Layout tab there is an option titled "Sort By" where you can choose to sort by Precedence, or ...
by JohnB
Mon Dec 14, 2015 11:04 am
Forum: Help / How to use AllProWebTools
Topic: How to set up sign-up form, with custom fields
Replies: 9
Views: 12507

Re: How to set up sign-up form, with custom fields

I took a look at your site, and everything is set up correctly.

The sign-up boxes require every input be filled out. If a field is left empty, it will redirect you to info-signup with an error asking you to fill in the missing fields.

Please let me know if that is not the issue.
by JohnB
Mon Dec 14, 2015 10:20 am
Forum: Help / How to use AllProWebTools
Topic: Add to Contact-Account Insight Dropdowns
Replies: 3
Views: 26103

Re: Add to Contact-Account Insight Dropdowns

The Account Manager drop down is a list of all active users.

The How Did They Hear About Us drop down is a default list of sources, including any marketing ads you've created through the console.
by JohnB
Mon Dec 14, 2015 10:03 am
Forum: Report a Bug
Topic: CRM entries showing up on multiple lines in view all after tag blending
Replies: 1
Views: 2902

Re: CRM entries showing up on multiple lines in view all after tag blending

Thank you for letting us know. We'll make sure to look into it.
by JohnB
Fri Dec 11, 2015 10:33 am
Forum: Help / How to use AllProWebTools
Topic: Saving HTML Input tag value in Tasks
Replies: 1
Views: 2387

Re: Saving HTML Input tag value in Tasks

That is currently not possible with our tasking system. When you update a task, it only saves the most recent note that was added, as prior notes are usually text and do not change.
by JohnB
Thu Dec 10, 2015 6:00 pm
Forum: Help / How to use AllProWebTools
Topic: Auto Responder for Scheduling Time
Replies: 5
Views: 5107

Re: Auto Responder for Scheduling Time

Invoice Email changes the email that is sent when somebody purchases a product.

Invoice changes the pdf invoice that viewers can access from the invoice email by the link that says "view invoice"

Shipped Email changes the email that is sent when you ship an order.
by JohnB
Thu Dec 10, 2015 5:57 pm
Forum: Report a Bug
Topic: Can't add source code to Task template
Replies: 1
Views: 2910

Re: Can't add source code to Task template

Could you paste a sample of what you are trying to place in the task template?
by JohnB
Thu Dec 10, 2015 5:55 pm
Forum: Help / How to use AllProWebTools
Topic: Emails?
Replies: 2
Views: 2469

Re: Emails?

Hello Monica,

I took a look at your account. It looks like the first email of your campaign sent out, but the rest of the emails are set to wait 0 days. Is this what you wanted, or should these emails be spaced out over several days?
by JohnB
Wed Dec 09, 2015 5:33 pm
Forum: Help / How to use AllProWebTools
Topic: Auto Responder for Scheduling Time
Replies: 5
Views: 5107

Re: Auto Responder for Scheduling Time

When they purchase the product, they will be emailed an invoice with the product name and the date/time scheduled. This invoice can be customized at "Settings->Invoicing" If you would like to send another email with further information, this can be done by setting up an email campaign that...
by JohnB
Wed Dec 09, 2015 5:23 pm
Forum: Suggestions / Feature Requests
Topic: Edit Shopping Carts (labor invoices)
Replies: 3
Views: 3600

Re: Edit Shopping Carts (labor invoices)

Thanks for the suggestion! We will consider adding this feature in a future update.

I would love to hear from other users who would like this feature to reply to this and let us know.
by JohnB
Wed Dec 09, 2015 3:51 pm
Forum: Help / How to use AllProWebTools
Topic: Create coupon that makes an item free?
Replies: 1
Views: 2000

Re: Create coupon that makes an item free?

Here is a video on creating coupon codes. You can create a free product coupon by selecting type "P"


Yes, the payment step will be skipped if they are not ordering anything else.
by JohnB
Wed Dec 09, 2015 3:38 pm
Forum: Help / How to use AllProWebTools
Topic: Can certificates be bundled into a kit?
Replies: 1
Views: 2265

Re: Can certificates be bundled into a kit?

Yes, gift certificates can be bundled into a kit just like any other product.

Here is a video on creating kits that should help.
by JohnB
Wed Dec 09, 2015 3:25 pm
Forum: Help / How to use AllProWebTools
Topic: inventory
Replies: 1
Views: 2295

Re: inventory

To enter inventory, go to "Store->View Products", from here, select the product whose inventory you'd like to adjust. Under the "Inventory" tab, there are 2 buttons for updating the inventory. "Restock Inventory" for when you are restocking, and "Adjust Inventory&q...
by JohnB
Thu Dec 03, 2015 10:30 am
Forum: Help / How to use AllProWebTools
Topic: Search across the Forum?
Replies: 1
Views: 2551

Re: Search across the Forum?

Yes, there is a search box at the top right of the forum page you can use. Please reference this post: viewtopic.php?f=4&t=2936
by JohnB
Thu Dec 03, 2015 10:29 am
Forum: Help / How to use AllProWebTools
Topic: How to edit the free templates?
Replies: 2
Views: 3144

Re: How to edit the free templates?

In order to edit the templates, you can go to Settings->Administrator, and under the 'Theme Editor' click on Stylesheet. Here you can add your custom css to change the look of your site.
by JohnB
Wed Dec 02, 2015 1:44 pm
Forum: Help / How to use AllProWebTools
Topic: Special Shipping Rates for Certain Products
Replies: 1
Views: 1927

Re: Special Shipping Rates for Certain Products

There is currently no way to add a shipping surcharge to specific items. However, when setting up the shipping manager, you can choose the shipping cost to be the actual calculated cost.

My suggestion would be to adjust the weight and dimensions so it calculates as expected.
by JohnB
Wed Dec 02, 2015 11:24 am
Forum: Suggestions / Feature Requests
Topic: Invoicing- record in timeline when invoices are sent
Replies: 3
Views: 5355

Re: Invoicing- record in timeline when invoices are sent

When an invoice is emailed to a customer, that is noted on the customer's timeline in the CRM. We can look into adding that notice to the main workflow timeline if that is something you would like to see.
by JohnB
Tue Dec 01, 2015 2:59 pm
Forum: Help / How to use AllProWebTools
Topic: Email only sending to partial list(tag)
Replies: 4
Views: 2900

Re: Email only sending to partial list(tag)

Thanks for letting us know, and posting it in the Report Bugs forum. We'll make sure to look into it.
by JohnB
Wed Nov 18, 2015 3:53 pm
Forum: Report a Bug
Topic: Image Upload Bug
Replies: 1
Views: 1986

Re: Image Upload Bug

This often happens because your browser is caching the images. Try refreshing by pressing "ctrl+shift+r" and let us know if this solves your problem.
by JohnB
Tue Nov 17, 2015 6:07 pm
Forum: Help / How to use AllProWebTools
Topic: Email only sending to partial list(tag)
Replies: 4
Views: 2900

Re: Email only sending to partial list(tag)

There are a couple simple things that could cause this. 1- Make sure that all 13 contacts have emails entered into the CRM. 2- Sometimes email servers get a little backed up and take a while to send out all the emails. In this case you just have to wait a little while. If neither of these seem to be...
by JohnB
Tue Nov 17, 2015 6:03 pm
Forum: Suggestions / Feature Requests
Topic: Calendar on Dashboard
Replies: 3
Views: 3890

Re: Calendar on Dashboard

We actually have Google Calendar integrations built in. If you go to Settings->Users, select a user and go to the Calendar tab, each user can have a specific calendar linked to their account. Once that is set up, callback times and tasks can be scheduled to Google Calendar by using the calendar butt...
by JohnB
Mon Nov 16, 2015 5:05 pm
Forum: Help / How to use AllProWebTools
Topic: Blog Formatting
Replies: 1
Views: 1920

Re: Blog Formatting

To change the format of your blog pages, go to Settings->Administrator. In the Theme Editor box, you can click on Blog Template and from there you can change/remove the right sidebar.
by JohnB
Tue Nov 10, 2015 5:10 pm
Forum: Report a Bug
Topic: Emails not deleting
Replies: 2
Views: 3699

Re: Emails not deleting

You are absolutely right, thanks for bringing this to our attention.

The issue has been addressed, if you could just verify that it is working that would be appreciated.
by JohnB
Tue Nov 10, 2015 3:26 pm
Forum: Report a Bug
Topic: Completely Deleting a Contact
Replies: 1
Views: 1956

Re: Completely Deleting a Contact

Whenever you delete a contact, any sales data related to that contact is not deleted so that you still have accurate records to look back on.
by JohnB
Tue Nov 10, 2015 3:16 pm
Forum: Help / How to use AllProWebTools
Topic: Link Optin Box Signup to external Thank You page
Replies: 1
Views: 1812

Re: Link Optin Box Signup to external Thank You page

You will have to have your signup box set to an internal page, and set that page to redirect to your external thank you page. If you go to Websiter->My Webpages and create a new page, under the settings tab there is the option "redirect this page." Just be sure to include the http:// or ht...
by JohnB
Mon Nov 09, 2015 11:37 am
Forum: Help / How to use AllProWebTools
Topic: Identifying and exporting active e mail contacts
Replies: 5
Views: 3586

Re: Identifying and exporting active e mail contacts

I see what you are referring to now, thanks for clarifying for me. Unfortunately there is not currently a way to download the active subscribers. However, if you have these contacts tagged, you can go to Settings->Import/Export and in the box titled "Leads Downloads" you can download a csv...
by JohnB
Fri Nov 06, 2015 11:03 am
Forum: Help / How to use AllProWebTools
Topic: Identifying and exporting active e mail contacts
Replies: 5
Views: 3586

Re: Identifying and exporting active e mail contacts

This method would download all contacts that have not been deleted.

Could you clarify what you mean by "active" contacts?
by JohnB
Wed Nov 04, 2015 4:27 pm
Forum: Suggestions / Feature Requests
Topic: Store Locator (Radius)
Replies: 1
Views: 2682

Re: Store Locator (Radius)

Is this something that you would like to set as a global setting, or allow the user to choose when they visit your site?

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