Search found 1221 matches

by Dave
Tue Apr 18, 2017 12:37 pm
Forum: Help / How to use AllProWebTools
Topic: Client account smtp settings - sending failed
Replies: 2
Views: 3385

Re: Client account smtp settings - sending failed

You may also consider upgrading them to the new APWT-SMTP system. It offers more features and easier integration. Here is more info and setup instructions: https://www.allprowebtools.com/AllProWe ... P-Service/
by Dave
Tue Apr 18, 2017 11:07 am
Forum: Help / How to use AllProWebTools
Topic: How to automatically fill email templates with contact info?
Replies: 7
Views: 4070

Re: How to automatically fill email templates with contact info?

Where are you currently storing this information in the CRM?
by Dave
Tue Apr 18, 2017 9:48 am
Forum: Help / How to use AllProWebTools
Topic: How to automatically fill email templates with contact info?
Replies: 7
Views: 4070

Re: How to automatically fill email templates with contact info?

AllProWebTools provides the following ShortCodes that can be used in the body or subject line of your email templates: {FIRST} {LAST} {NAME} - Prints the First and Last name together {FULLNAME} - Prints the First and Last name together {COMPANY} {EMAIL} {COUPON} {AFFILIATEID} {DELIVERYDATE} {SITEID}...
by Dave
Mon Apr 17, 2017 11:20 am
Forum: Help / How to use AllProWebTools
Topic: Changing How They Heard about Us Options
Replies: 3
Views: 2683

Re: Changing How They Heard about Us Options

The "How They Heard about Us" selection pulls from your "Marketing Sources". You can access this from your main menu by choosing:

"Marketing" -> "Marketing Sources"

Here you can see your list of Marketing Sources and you can add, edit and delete them.

Hope that helps!
by Dave
Mon Apr 17, 2017 11:09 am
Forum: Report a Bug
Topic: Images are blank
Replies: 2
Views: 2696

Re: Images are blank

It appears that someone has made changes to the DNS settings for summmitleadership.com - this has effectively, disconnected the AllProWebTools account from their website domain name. The fix is simple, add a DNS CNAME record that points apwt.summmitleadership.com to apwt.allprowebtools-s2.com. We di...
by Dave
Tue Apr 11, 2017 9:34 am
Forum: Help / How to use AllProWebTools
Topic: Sending a 'test email'
Replies: 3
Views: 2099

Re: Sending a 'test email'

If you would like to contact us via ScreenShare Support - we will be happy to assist you!
by Dave
Mon Apr 10, 2017 3:59 pm
Forum: Help / How to use AllProWebTools
Topic: Sending a 'test email'
Replies: 3
Views: 2099

Re: Sending a 'test email'

Great question, it looks like you are using an old SMTP service called Mandril. Here is a recent article that will help you update your SMTP settings. https://www.allprowebtools.com/AllProWebTools-SMTP-Service/ Feel free to contact us with via Screenshare Support for further assistance with this, we...
by Dave
Mon Apr 10, 2017 1:22 pm
Forum: Help / How to use AllProWebTools
Topic: Removing APWT signature/manage subscriptions
Replies: 4
Views: 3757

Re: Removing APWT signature/manage subscriptions

You have 2 WebTools to choose from: "Custom Branding" - will remove the mention of "AllProWebTools" from your website footer and the email footer. "B2B Email Marketing" - will remove the entire footer from all emails (including the "manage subscription" options. You can still provide your own custom...
by Dave
Thu Apr 06, 2017 3:57 pm
Forum: Help / How to use AllProWebTools
Topic: Customizing invoices
Replies: 9
Views: 4619

Re: Customizing invoices

We will work on a solution for you. What is the maximum character length that you will need?
by Dave
Mon Apr 03, 2017 3:17 pm
Forum: Suggestions / Feature Requests
Topic: My Tags
Replies: 2
Views: 1805

Re: My Tags

How would you like it to work if you add other tags in the future that are not related to groups, what if you have a tag for "leads" or "prospects" or "people with blue eyes"?
Would it work if the links wen to a webpage that had the EXACT same name as the tag?
by Dave
Mon Apr 03, 2017 3:13 pm
Forum: Suggestions / Feature Requests
Topic: Survey Feature
Replies: 1
Views: 1935

Re: Survey Feature

You can access the survey system from the main menu by going to "Website" and then clicking on "Surveys"
by Dave
Fri Mar 31, 2017 10:04 pm
Forum: Report a Bug
Topic: My products are blank
Replies: 4
Views: 4057

Re: My products are blank

This issue has now been resolved.
by Dave
Fri Mar 31, 2017 9:37 pm
Forum: Report a Bug
Topic: My products are blank
Replies: 4
Views: 4057

Re: My products are blank

Thanks for reporting this! We were experimenting with some new settings in the BETA version that you are currently using. All of your product info is still there, you can use this link to access your product: https://c1730.allprowebtools-s2.com/console4.51/edit-product-information.php?prodid=1060 We...
by Dave
Wed Mar 29, 2017 12:05 pm
Forum: Report a Bug
Topic: Can't return order
Replies: 2
Views: 2631

Re: Can't return order

The refund page has been updated so that you can now refund to payment methods other than just "Credit Card". Thanks for reporting this!
by Dave
Tue Mar 28, 2017 2:04 pm
Forum: Report a Bug
Topic: Can't return order
Replies: 2
Views: 2631

Re: Can't return order

I am wondering if Authorize.net is reporting that the "transaction cannot be found" because it had already been altered directly in Authorize.net? I have never heard of a transaction not being found. I would only be able to investigate this further if I had access to your Authorize.net account. If y...
by Dave
Sun Mar 26, 2017 10:08 pm
Forum: Suggestions / Feature Requests
Topic: Add product number to Existing upsells
Replies: 1
Views: 2444

Re: Add product number to Existing upsells

Thanks for the suggestion!

Per your request this has been added, you should see the new feature the next time you login.

We can't always make changes so fast, but when we can - we do. Enjoy!
by Dave
Sun Mar 26, 2017 9:14 pm
Forum: Suggestions / Feature Requests
Topic: Search by product number
Replies: 1
Views: 2228

Re: Search by product number

Great suggestion, we will consider adding that to a future release! Here is a work-around that you can easily use right now. When you are on a page editing a product, you will notice that in the URL it will say something like: edit-product-information.php?prodid=1024 That number "1024" is the produc...
by Dave
Sun Mar 26, 2017 9:09 pm
Forum: Suggestions / Feature Requests
Topic: Look in to future follow-up times
Replies: 1
Views: 2148

Re: Look in to future follow-up times

Great suggestion - this is already a feature if you have linked your AllProWebTools account with your Google Calendar! You will be able to view all of your upcoming appointments by day, week, or month by viewing your Google Calendar. This system can even send a calendar invite to your client to remi...
by Dave
Sun Mar 26, 2017 9:06 pm
Forum: Report a Bug
Topic: Importing in to custom fields
Replies: 5
Views: 3898

Re: Importing in to custom fields

Please email the csv that you are attempting to upload to us at support so that we may look into this further for you.
by Dave
Sun Mar 26, 2017 9:04 pm
Forum: Report a Bug
Topic: Follow Up date not showing up in notifications
Replies: 1
Views: 2143

Re: Follow Up date not showing up in notifications

I would like to help you, but I am not clear on what you are describing. I have looked up the record that you referred to and it says that the followup date is: 08-10-2016 09:38 PM This date is in the past (last year) - where is it that you are expecting to see a notification? Also, you do not have ...
by Dave
Sat Mar 25, 2017 10:00 pm
Forum: Suggestions / Feature Requests
Topic: Sharing contacts with other APWT users
Replies: 2
Views: 2634

Re: Sharing contacts with other APWT users

Love it when you suggest things that are already in the plans! Please keep the ideas coming!

In the interim, you can use the "introduce" button to automatically send the name, email, and phone number. You can read more about it here, or watch this 2 minute video:

by Dave
Sat Mar 25, 2017 9:54 pm
Forum: Report a Bug
Topic: Email shows as invalid, but is accurate
Replies: 1
Views: 1954

Re: Email shows as invalid, but is accurate

Thanks for contacting us about this. The same question has already been asked here.

Please look and see if that link helps you out and if you have further questions, leave a note at that link and we will be sure to answer you.
by Dave
Thu Mar 23, 2017 11:19 am
Forum: Help / How to use AllProWebTools
Topic: Tracking how they heard about us
Replies: 5
Views: 4099

Re: Tracking how they heard about us

The pie chart is still accessible under "Contacts" -> "Affiliates"
by Dave
Mon Mar 20, 2017 4:18 pm
Forum: Report a Bug
Topic: Client not receiving invoices
Replies: 1
Views: 2054

Re: Client not receiving invoices

In researching this issue, we have confirmed that AllProWebTools did indeed send your emails out to the SMTP provider that you have configured (elasticemail). By logging into your ElasticEmail account and going to "reports" -> email logs, I was able to filter by "suppressed" and I found all of the e...
by Dave
Fri Mar 17, 2017 8:01 pm
Forum: Report a Bug
Topic: reinstating reoccurring orders
Replies: 6
Views: 4216

Re: reinstating reoccurring orders

Thanks for reporting this. We are currently working on a solution for you and plan to have more information for you on Monday.
by Dave
Thu Mar 16, 2017 7:33 pm
Forum: Help / How to use AllProWebTools
Topic: Checkboxes in Sign-Up Box
Replies: 4
Views: 3650

Re: Checkboxes in Sign-Up Box

The first step will be to create 3 different leadboxes in AllProWebTools. Assign each leadbox to a different tag. After you have created all 3 leadboxes, go to "Contacts" on the main menu and select "Sign-up Boxes". Here you will see a list of all the signup boxes, you will want to note down the id ...
by Dave
Wed Mar 15, 2017 2:40 pm
Forum: Suggestions / Feature Requests
Topic: A couple different requests
Replies: 3
Views: 2759

Re: A couple different requests

Thanks! User feedback is how we continue to improve AllProWebTools. We will consider these for a future release.
by Dave
Mon Mar 13, 2017 11:59 am
Forum: Help / How to use AllProWebTools
Topic: void order with account credit
Replies: 2
Views: 2060

Re: void order with account credit

You just need to click the "void" button on the payment first. Once all payments are voided, you can void the entire order.
by Dave
Fri Mar 10, 2017 2:46 pm
Forum: Report a Bug
Topic: Random Contacts Dropped from Email
Replies: 8
Views: 5640

Re: Random Contacts Dropped from Email

It still sounds like a spotty Internet connection. There are over 2,000 records that you are requesting and if the connection gets dropped before all the data is transferred it can cause random issues.

I was able to download the data in your account and I am sending it to you via email now.
by Dave
Fri Mar 10, 2017 1:35 pm
Forum: Report a Bug
Topic: Random Contacts Dropped from Email
Replies: 8
Views: 5640

Re: Random Contacts Dropped from Email

This sounds like your computer lost it's Internet connection - maybe even momentarily while the page was trying to load. I have just tested it and it seems to be working. Can you give it another try and let me know how it goes?
by Dave
Fri Mar 10, 2017 11:06 am
Forum: Suggestions / Feature Requests
Topic: Edit Shopping Carts (labor invoices)
Replies: 3
Views: 4843

Re: Edit Shopping Carts (labor invoices)

We appreciate your input and this is on the list to be considered in a future version. We have not had any additional requests from other users on this topic, and there have been a number of other requests that have received a number of votes from our user base. Projects are prioritized by number of...
by Dave
Fri Mar 10, 2017 11:00 am
Forum: Suggestions / Feature Requests
Topic: Discount After Invoice
Replies: 1
Views: 1653

Re: Discount After Invoice

In the example you have provided, you can submit the full price invoice to the client with a note that if they pay 90% of the bill, that you will mark the entire order as paid. Once they have made the 90% payment, you can apply the 90% payment (for instance, enter their check as payment) and then im...
by Dave
Wed Mar 08, 2017 4:53 pm
Forum: Suggestions / Feature Requests
Topic: DELETING FROM NOTES!!!
Replies: 3
Views: 2941

Re: DELETING FROM NOTES!!!

Just to clarify, are notes getting on the wrong account due to a software glitch, or is it user error?
by Dave
Wed Mar 08, 2017 4:18 pm
Forum: Help / How to use AllProWebTools
Topic: Sort by last name
Replies: 4
Views: 3124

Re: Sort by last name

It looks like you have a number of results for the name 'Wiggins" - there are some schools and other people with the same last name. The quick search feature only shows a few of the closest results. It would be too difficult to use the software if it showed 100 or 1,000 results on the quick search. ...
by Dave
Wed Mar 08, 2017 10:38 am
Forum: Help / How to use AllProWebTools
Topic: Correct Timecard
Replies: 1
Views: 1555

Re: Correct Timecard

If you need to delete a time-card entry on the same day that it occurred, you can go to where you clock-in, and you will see a delete button next to each clock-in row. Here is a video tutorial with more information about the time-card system: kk0gdIWyN0Q If you need to delete a clock-in from a day p...
by Dave
Tue Mar 07, 2017 8:16 pm
Forum: Help / How to use AllProWebTools
Topic: Sort by last name
Replies: 4
Views: 3124

Re: Sort by last name

Please provide an example search that is failing so that we can replicate the issue.
by Dave
Tue Mar 07, 2017 2:36 pm
Forum: Help / How to use AllProWebTools
Topic: Search by field
Replies: 4
Views: 3221

Re: Search by field

Thanks for pointing this out. It has been addressed - please try it again.
by Dave
Tue Mar 07, 2017 12:01 pm
Forum: Help / How to use AllProWebTools
Topic: Search by field
Replies: 4
Views: 3221

Re: Search by field

It is possible to search custom fields.

Please provide details of how we may replicate the issue that you are having.
by Dave
Tue Mar 07, 2017 11:59 am
Forum: Help / How to use AllProWebTools
Topic: Gmail inbox integration
Replies: 5
Views: 3320

Re: Gmail inbox integration

Thanks for the suggestion, we love all the feedback we can get! That is not currently a feature or planned for any future versions. We recommend logging into your AllProWebTools CRM record for the client to see a complete history. If anyone else is interested in having this functionality, please let...
by Dave
Tue Mar 07, 2017 11:56 am
Forum: Report a Bug
Topic: Canada Province options missing
Replies: 1
Views: 2001

Re: Canada Province options missing

We have tried to replicate the issue that you are experiencing and we are seeing the correct provinces. Let's go over this together in our meeting today for the MER. This way we can share screens and walk through your options.
by Dave
Tue Mar 07, 2017 11:51 am
Forum: Report a Bug
Topic: autoship orders missing from order history
Replies: 5
Views: 3393

Re: autoship orders missing from order history

Let's go over this together in our meeting today for the MER. This way we can share screens and walk through your options.
by Dave
Mon Mar 06, 2017 1:36 pm
Forum: Help / How to use AllProWebTools
Topic: Gmail inbox integration
Replies: 5
Views: 3320

Re: Gmail inbox integration

I am not exactly sure what you are looking for, but we have created a number of tools relating to email that allow emails to be grouped by CRM record and the ability for multiple staff members (with different email addresses) to reply to an email from a client - all from inside AllProWebTools. This ...
by Dave
Mon Mar 06, 2017 12:52 pm
Forum: Help / How to use AllProWebTools
Topic: How to Update Credit Remaining on Contact
Replies: 1
Views: 1888

Re: How to Update Credit Remaining on Contact

When you are ready to bill your client for all of the time that has been clocked in, follow these instructions to create what we call a "Labor Invoice": 1. Go to "Store" -> "View Orders" 2. In the top Right of this page, you will see a button labeled "Create Labor Invoices" 3. After clicking the but...
by Dave
Mon Mar 06, 2017 12:35 pm
Forum: Suggestions / Feature Requests
Topic: Creating a new contact from unmatched emails
Replies: 1
Views: 1859

Re: Creating a new contact from unmatched emails

We would love to do this too! We are currently working on a way to pull over the name, but this will not be perfect. For instance, if someone sets up their email account like this: Jon Doe <contact@example.com> We know that the first name and last name are separated by a space - and the email addres...
by Dave
Mon Mar 06, 2017 12:21 pm
Forum: Help / How to use AllProWebTools
Topic: Delete contacts in bulk
Replies: 2
Views: 2282

Re: Delete contacts in bulk

Yes, you can absolutely upload a csv with the tag "deleteme". Version 4.51 will offer the ability to delete all records associated with a tag. We are just putting the finishing touches on version 4.51 and performing the final testing. We will be upgrading your account in the coming days. Until you h...
by Dave
Sat Mar 04, 2017 6:01 pm
Forum: Suggestions / Feature Requests
Topic: scrolling the contact list
Replies: 2
Views: 2048

Re: scrolling the contact list

On the page where you are currently listing all of your contacts, you will notice a link just underneath the filter for "Managed By". It says "View All Contacts". You can use this link to see all of your contacts. Please note that because this page loads ALL of your contacts - it will likely take 30...
by Dave
Fri Mar 03, 2017 6:45 pm
Forum: Help / How to use AllProWebTools
Topic: Tracking how they heard about us
Replies: 5
Views: 4099

Re: Tracking how they heard about us

These are pulled from the "Marketing" -> "Campaign Sources"

Once you are on this page, you can click "Marketing Sources" at the top of the screen.

Then Click "New Ad Source"
by Dave
Fri Mar 03, 2017 1:40 pm
Forum: Report a Bug
Topic: deleting email address from profile
Replies: 1
Views: 2095

Re: deleting email address from profile

The "xxx"s entered was how email addresses were manually "removed" before we offered the ability to delete emails.

You can now delete emails by simply deleting the email and then saving the record.

We have cleared all of the email addresses that had "xxx"s in them for you.
by Dave
Thu Mar 02, 2017 12:45 pm
Forum: Help / How to use AllProWebTools
Topic: Cancel an account from Expert panel
Replies: 1
Views: 5065

Re: Cancel an account from Expert panel

Please see the answer posted here
by Dave
Wed Mar 01, 2017 10:41 pm
Forum: Report a Bug
Topic: Shipping calculations error
Replies: 6
Views: 4136

Re: Shipping calculations error

Using item 1658, here are the dimensions: Array ( [qty] => 1 [oz] => 144 [value] => $189.95 [length] => 36 [width] => 18 [depth] => 7 ) Array ( [qty] => 2 [oz] => 288 [value] => $379.90 [length] => 36 [width] => 18 [depth] => 14 ) Array ( [qty] => 3 [oz] => 432 [value] => $569.85 [length] => 36 [wid...