New Feature

We’ve made an improvement to the MyContacts portion of your Altos Research account!  You can now sync your contacts allowing your reports to be sent to all of your clients at the same time.

You may or may not have noticed a new “SYNC” button located underneath your list of contacts.  As you add contacts, assign them reports and even determine the frequency of when they receive those reports, your contacts will receive their first report the first upcoming Wednesday and the frequency begins at that time (weekly, monthly and etc).  For the most part, this works out just fine.  However we encourage spending time to develop and personalize the email communication that goes out to your clients.  More often than not, we found that our clients wanted the ability to have the communication go out to everyone at the same time.

Here is a scenario:
Lisa uses the email template space to develop her monthly newsletter.  This newsletter will go out with reports attached.  She would like to have her newsletter be sent to all of her contacts at the same time.  Unfortunately, her contacts were added at different times with the frequency of monthly.  Since the frequency starts based on when they were added, if left as is, they will not receive the newsletter at the same time.

Now with the new SYNC button you can reset all contacts to receive a report (and email communication) the upcoming Wednesday all at the same time!  Moving forward reports will be sent according to your frequency settings. Lisa can now send her newsletter out as intended.