Search found 53 matches

by Scott3487
Tue Feb 23, 2021 3:09 pm
Forum: Report a Bug
Topic: Incoming call Not Recorded
Replies: 0
Views: 96

Incoming call Not Recorded

We had an incoming call to our business line that is integrated with AllProWebTools. There was no record of it saved in APWT, however, I have the record of it in Phone.com as shown below.
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Screen Shot 2021-02-23 at 4.06.42 PM.png (16.09 KiB) Viewed 96 times
by Scott3487
Wed Feb 17, 2021 11:18 am
Forum: Report a Bug
Topic: Repeated Tasks
Replies: 2
Views: 60

Re: Repeated Tasks

Thank you, we will monitor that activity.
by Scott3487
Wed Feb 17, 2021 10:55 am
Forum: Report a Bug
Topic: Repeated Tasks
Replies: 2
Views: 60

Repeated Tasks

Screen Shot 2021-02-17 at 11.54.40 AM.png
Screen Shot 2021-02-17 at 11.54.40 AM.png (77.61 KiB) Viewed 59 times
We are noticing an issue where a created task is being duplicated by the system numerous times. I have seen this 3 times now. I will update this post with more screenshots as I continue to see the issue if necessary.
by Scott3487
Sat Feb 13, 2021 5:08 pm
Forum: Report a Bug
Topic: Google Tag Input Box Looks Funky
Replies: 4
Views: 192

Re: Google Tag Input Box Looks Funky

Thank you very much!
by Scott3487
Sat Feb 13, 2021 3:34 pm
Forum: Report a Bug
Topic: Paid Invoice System Email Not being Sent out
Replies: 2
Views: 35

Re: Paid Invoice System Email Not being Sent out

Thank you for the explanation, we will make the updates.

It would be nice to have a separate email that goes out just when any one time invoice is paid as we do not want people going to our next steps until they have paid.
by Scott3487
Sat Feb 13, 2021 3:33 pm
Forum: Report a Bug
Topic: Google Tag Input Box Looks Funky
Replies: 4
Views: 192

Re: Google Tag Input Box Looks Funky

My original post was not about the tracking, my post was about the incorrect formatting of the appearance of that box compared to other client accounts. I would like to put the correct code in once it is fixed and saving changes.
by Scott3487
Fri Feb 12, 2021 12:27 pm
Forum: Report a Bug
Topic: Paid Invoice System Email Not being Sent out
Replies: 2
Views: 35

Paid Invoice System Email Not being Sent out

It looks like Our "System Email" for "Invoice Paid" is not being sent out after a non-recurring or non-membership invoice is paid for a one time invoice. Here are a couple of screenshots of email history for a couple of our clients that paid their invoice through the contract system. It looks like t...
by Scott3487
Wed Jan 27, 2021 4:59 pm
Forum: Report a Bug
Topic: Google Tag Input Box Looks Funky
Replies: 4
Views: 192

Google Tag Input Box Looks Funky

This section looks weird across multiple computers, but it does just appear to be for this client whose support code is 4082

It also will not let me update this information.
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Screen Shot 2021-01-27 at 5.56.58 PM.png (28.01 KiB) Viewed 192 times
by Scott3487
Tue Jan 26, 2021 8:16 am
Forum: Report a Bug
Topic: Auto Marketing Campaign text
Replies: 1
Views: 89

Auto Marketing Campaign text

We just received a lead and when a text went out via our automated marketing campaign, the system created a new user with no information other than the phone number, instead of sending to the original contact.

Please see the screenshots.
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Screenshot (8).png (196.06 KiB) Viewed 89 times
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Screenshot (9).png (667.2 KiB) Viewed 89 times
by Scott3487
Sat Jan 16, 2021 10:08 pm
Forum: Help / How to use AllProWebTools
Topic: Spam Signup box
Replies: 1
Views: 509

Spam Signup box

One of our Clients is having the same person fill out their website signup box over and over. Is there a way we can block this person or is there some solution to prevent them from being able to access our client's website? https://c3770.allprowebtools-s1.com/console5.6/contact-management.php?id=299...
by Scott3487
Sat Jan 09, 2021 10:15 pm
Forum: Suggestions / Feature Requests
Topic: Account Manager Option For Memberships
Replies: 0
Views: 961

Account Manager Option For Memberships

It would be great if we could have an account manager assigned when a client starts a membership. This could just be a dropdown on the membership settings page where we can select who the account manager would be.
by Scott3487
Sat Jan 09, 2021 4:23 pm
Forum: Help / How to use AllProWebTools
Topic: Estimate Order Short Code
Replies: 1
Views: 274

Estimate Order Short Code

Is there a way for us to remove the "Order Estimate" short code from the "Order Estimate" System Email? We do not send out estimates and would like to just like to have the "view contract" in that "Order Estimate" email when we send contracts. When I attempt to edit the system email I see the short ...
by Scott3487
Sat Jan 09, 2021 2:05 pm
Forum: Help / How to use AllProWebTools
Topic: How to turn off "System" Emails
Replies: 3
Views: 980

Re: How to turn off "System" Emails

It doesn't specifically say how to turn it off. So I am assuming I would just out the days to 0, but would like to verify this?
by Scott3487
Fri Jan 08, 2021 8:33 am
Forum: Help / How to use AllProWebTools
Topic: How to turn off "System" Emails
Replies: 3
Views: 980

How to turn off "System" Emails

I would like to turn off the membership renewal email. How do I go about doing that?
by Scott3487
Wed Dec 30, 2020 8:15 am
Forum: Suggestions / Feature Requests
Topic: Client Billing Account Auto Renew
Replies: 0
Views: 1207

Client Billing Account Auto Renew

It would be great if in the client access billing portal, the renew/cancel a membership was an optional feature that we could turn off so members can't cancel without talking to my company first.
by Scott3487
Wed Dec 30, 2020 8:14 am
Forum: Suggestions / Feature Requests
Topic: Task Management
Replies: 0
Views: 992

Task Management

It would be great, if tasks could have a check box and an option that either allows an owner or manager to mass select and delete OR assign individual tasks in bulk to a different user.
by Scott3487
Fri Aug 28, 2020 3:27 pm
Forum: Report a Bug
Topic: Error with Invoices attached to contracts
Replies: 3
Views: 1547

Error with Invoices attached to contracts

We are getting a delivery area error with invoices attached to contracts.
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by Scott3487
Wed Aug 12, 2020 3:12 pm
Forum: Report a Bug
Topic: FB Message Not Posted
Replies: 4
Views: 1390

Re: FB Message Not Posted

Weird, we noticed a disconnect a few weeks ago with what must have been a Facebook update and had to reconnect quite a few of our pages. You could try that as we use this feature daily and haven't noticed any issues this week while using it 🤔
by Scott3487
Tue Aug 04, 2020 2:16 pm
Forum: Report a Bug
Topic: Console keeps signing out
Replies: 19
Views: 2064

Re: Console keeps signing out

ya - I have a team of 6 people logged in all day. SOme on Macs and some on PC - no problems this week with login.
by Scott3487
Thu Jul 30, 2020 5:50 pm
Forum: Report a Bug
Topic: User profile image showing on lead notification
Replies: 1
Views: 646

User profile image showing on lead notification

One of our user's profile image is showing up in the timeline notifications for a new signup box lead.
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by Scott3487
Wed Jul 29, 2020 10:12 am
Forum: Report a Bug
Topic: Multiple Timeline Notifications For Sent Estimates
Replies: 2
Views: 735

Re: Multiple Timeline Notifications For Sent Estimates

1. I create an estimate 2. I create a contract in another tab 3. I return to estimate tab refresh to show the new contract 4. Send the estimate to the customer 5. Then I exit the estimate tab 6. I am not refreshing the screen, as it does that automatically. I am not pressing twice. First noticed thi...
by Scott3487
Wed Jul 29, 2020 7:58 am
Forum: Report a Bug
Topic: Multiple Timeline Notifications For Sent Estimates
Replies: 2
Views: 735

Multiple Timeline Notifications For Sent Estimates

Please see the attached screenshots. We are getting multiple sent notifications in the timeline when sending estimates.
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Screen Shot 2020-07-28 at 10.35.18 AM.png (36.99 KiB) Viewed 735 times
by Scott3487
Wed Jun 10, 2020 2:32 pm
Forum: Report a Bug
Topic: Google Calendar Integration not working since Updating to 5.5
Replies: 6
Views: 1360

Re: Google Calendar Integration not working since Updating to 5.5

We did all of the above and the appointments are still not showing up in the Google calendar.
by Scott3487
Mon Jun 08, 2020 8:02 am
Forum: Report a Bug
Topic: Auto Stop and Start Marketing Campaigns
Replies: 1
Views: 475

Auto Stop and Start Marketing Campaigns

I have noticed that one of our leads that came in through a landing page was assigned our initial Follow Up campaign. But when they became a customer through the new contract and invoice system the initial campaign was not stopped and the secondary campaign started. This is working with other client...
by Scott3487
Mon Jun 08, 2020 8:00 am
Forum: Report a Bug
Topic: Facebook Page Connections
Replies: 1
Views: 501

Facebook Page Connections

We noticed some of our accounts were not receiving lead notifications from Facebook Lead Forms. We checked the integration status. From Facebook it looks like most of our pages are not integrated (the pages are not checkboxes, indicating they are integrated). From the APWT side it looks like they ar...
by Scott3487
Thu May 21, 2020 9:35 am
Forum: Report a Bug
Topic: Unable to scroll “store” menu on mobile/ipad
Replies: 1
Views: 513

Re: Unable to scroll “store” menu on mobile/ipad

You may need to zoom out on your screen,it works fine on our IPad in Chrome and Safari.
by Scott3487
Tue May 19, 2020 8:44 am
Forum: Help / How to use AllProWebTools
Topic: Website Country Access
Replies: 4
Views: 923

Re: Website Country Access

If you do a search on Google for "allprowebtools country" you will find information on this.
by Scott3487
Mon May 11, 2020 1:33 pm
Forum: Help / How to use AllProWebTools
Topic: Transferring a Domain FROM APWT
Replies: 1
Views: 973

Transferring a Domain FROM APWT

What is the process of transferring a domain out of APWT?
by Scott3487
Mon Apr 27, 2020 9:22 am
Forum: Suggestions / Feature Requests
Topic: Contracts Page Organization
Replies: 0
Views: 2316

Contracts Page Organization

It would be nice to see a "templates" Section separated from the actual contracts. It could be just at the top with space before the in use contracts start. I would also like to see columns for the date sent, last opened, accepted, and "name of contact" (to click to view point-of-contact CRM) It wou...
by Scott3487
Tue Apr 21, 2020 8:40 pm
Forum: Suggestions / Feature Requests
Topic: Contract notifications
Replies: 0
Views: 2679

Contract notifications

I would like to be able to enable a notification for when contracts are opened. I would also like to be able to set optional follow up reminders for me based on when I send out a contract.
by Scott3487
Thu Apr 16, 2020 2:37 pm
Forum: Report a Bug
Topic: Facebook Message Contact linking
Replies: 2
Views: 1436

Re: Facebook Message Contact linking

It seems to be working well.
by Scott3487
Wed Apr 15, 2020 8:39 am
Forum: Help / How to use AllProWebTools
Topic: Manual Tags and Marketing Campagins
Replies: 6
Views: 1862

Re: Manual Tags and Marketing Campagins

Ok, so for this to work, and to not restart a campaign for existing contacts on a campaign, manually added leads should have their own tag?
by Scott3487
Wed Apr 15, 2020 8:25 am
Forum: Help / How to use AllProWebTools
Topic: Update system email send from address
Replies: 4
Views: 1594

Re: Update system email send from address

Our company email address was updated and the system emails were still being sent out from the old email address.
by Scott3487
Tue Apr 14, 2020 9:31 pm
Forum: Help / How to use AllProWebTools
Topic: Update system email send from address
Replies: 4
Views: 1594

Re: Update system email send from address

So we need to do this for every system email? Upvote for one place where we can update all system emails, or why not tie it to the "company email?"
by Scott3487
Tue Apr 14, 2020 9:29 pm
Forum: Help / How to use AllProWebTools
Topic: Manual Tags and Marketing Campagins
Replies: 6
Views: 1862

Re: Manual Tags and Marketing Campagins

How can we add contacts we add manually to a campaign?
by Scott3487
Mon Apr 06, 2020 3:31 pm
Forum: Help / How to use AllProWebTools
Topic: Manual Tags and Marketing Campagins
Replies: 6
Views: 1862

Manual Tags and Marketing Campagins

How are these supposed to work together?
by Scott3487
Mon Mar 30, 2020 9:51 am
Forum: Report a Bug
Topic: Facebook Message Contact linking
Replies: 2
Views: 1436

Facebook Message Contact linking

Facebook messages that are coming in from people not in our contacts are assigning to a random contact instead of no name. It seems to correct itself when I create that contact. Nevertheless, it is confusing. Also, I believe this has to do with the new Facebook Messenger Lead platform.
by Scott3487
Mon Mar 30, 2020 9:35 am
Forum: Help / How to use AllProWebTools
Topic: Update system email send from address
Replies: 4
Views: 1594

Update system email send from address

Hello, where can I update the email address for our system sent emails?
by Scott3487
Wed Mar 04, 2020 12:13 pm
Forum: Help / How to use AllProWebTools
Topic: Facebook Integration Reset
Replies: 1
Views: 847

Facebook Integration Reset

The wrong person on my team integrated a client's Facebook page with the Clients AllProWebTools account. How do we fix it so that way the Facebook account is linked correctly with the right team member's Facebook access?
by Scott3487
Tue Feb 18, 2020 11:03 am
Forum: Suggestions / Feature Requests
Topic: Calendar Options
Replies: 5
Views: 2990

Calendar Options

It would be great if we could have follow up campaigns for appointment reminders for people that fill out our Consultation calendars.
by Scott3487
Tue Feb 18, 2020 10:52 am
Forum: Suggestions / Feature Requests
Topic: Calendar reporting in Timeline
Replies: 0
Views: 2944

Calendar reporting in Timeline

It would be beneficial if when someone booked an appointment in the APWT calendar that it also showed that it was an appointment and displayed the time, date, and with who.
by Scott3487
Wed Jan 15, 2020 10:32 am
Forum: Suggestions / Feature Requests
Topic: Marketing Campaign Results
Replies: 6
Views: 2484

Re: Marketing Campaign Results

I am not seeing open notifications for invoices specifically in the timeline?

Also to be more specific, push notifications would be the best, so I can predict calls and questions from my clients based on when they are opening those emails.
by Scott3487
Wed Jan 15, 2020 9:14 am
Forum: Suggestions / Feature Requests
Topic: Automated text and email campaigns based on action or date
Replies: 0
Views: 2906

Automated text and email campaigns based on action or date

It would be great to have the automated email and text campaigns be able to run based on specific dates and other actions than just a lead box or manual sign up. Examples: I want an automated "Holiday" campaign to go out on specific dates every year. Could also be used for birthdays or their start d...
by Scott3487
Wed Jan 15, 2020 9:07 am
Forum: Suggestions / Feature Requests
Topic: Marketing Campaign Results
Replies: 6
Views: 2484

Re: Marketing Campaign Results

It would also be great to have system notifications for when receivers open certain emails, like contracts, invoices, estimates, etc.
by Scott3487
Tue Jan 14, 2020 12:51 pm
Forum: Suggestions / Feature Requests
Topic: Working Hours Calendar
Replies: 0
Views: 2828

Working Hours Calendar

It would be nice to have a calendar system that displays the schedules of all of my employees, as well as any scheduled off or PTO time. Any sick time, PTO, and vacation time should be included in the calendar with calculated totals of available time. So vacation time could be: Time accrued - time u...
by Scott3487
Tue Jan 14, 2020 12:48 pm
Forum: Help / How to use AllProWebTools
Topic: Export leads by date range
Replies: 1
Views: 730

Export leads by date range

It would also be beneficial if we could download contacts based on the date range they were added to the CRM, including leads.
by Scott3487
Mon Oct 28, 2019 11:33 am
Forum: Suggestions / Feature Requests
Topic: Custom Fields Update
Replies: 0
Views: 2257

Custom Fields Update

It would be great if we could have the custom field question be distinguishable from the answer by making the custom field bold in CRM contacts.
by Scott3487
Wed Oct 16, 2019 1:20 pm
Forum: Help / How to use AllProWebTools
Topic: SEO for different cities
Replies: 1
Views: 850

Re: SEO for different cities

Hi Jeff, Scott here with Social Reach. Here are some strategies we use to boost our own and our clients' SEO status in different locations. 1. Google My Business and actively posting to it like on a social media platform is definitely key to SEO rankings. You probably have one set up for your home o...
by Scott3487
Wed Sep 18, 2019 9:36 am
Forum: Report a Bug
Topic: Lead Notifications
Replies: 1
Views: 853

Lead Notifications

We receive a lead notification when some submits their info to a sign-up box We also receive a lead notification when someone fills out their buyer profile when paying an invoice. Typically our customer flow is sign-up box then invoice and we get duplicate leads. It makes sense to only get one lead ...