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This section includes all information you'll need to get started - from initial installation/configuration to migrating and customization.
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This is for requests that are technical in nature. Such as coding questions
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Most Viewed
document Can't see logon - Why can I not see a users logon?
Answer: Users cannot see logons that are at a higher level than their own logon. (NOTE - this is different than seeing the logon but it being...
19 Apr, 2012 Views: 0
document What privileges are required for having Access to the Call Stats / Disposition Report?
In the Logon management, the User must have permission to view the call stats section.  Without this you are restricted from viewing any reports...
19 Apr, 2012 Views: 0
document What privilege should be turned on to allow the user to merge records
 Merge records is enabled by turning on Archive records in Logon Management.
26 Sep, 2012 Views: 0
document Daily Email Notification
To Enable / Disable Daily Email Notifications - Select the Email drop down in Manage Workgroups. Daily Email Notifications are prepared and sent...
24 Jul, 2014 Views: 0
document Sales Comments as a result of Workflow when an Email is Opened or Clicked
Timestamps set via workflow automation action - Add to Sales Rep Comments/Notes by default are set based on the server time (EST), since a workflow...
16 Nov, 2012 Views: 0

Recent Articles
document How does LeadMaster know when an email has been opened.
In order for the LeadMaster application to register that an email has been opened it requires the email to pull an image from a LeadMaster...
10 Oct, 2019 Views: 0
document What happens when a record is deleted.
In LeadMaster deleted records are removed from view and held temporarily - anywhere from 1 day to more than a month depending upon the cleanup...
22 Aug, 2019 Views: 0
document If a user gets deactivated, what will happen to the callbacks and events assigned to him/her?
Q: If a user gets deactivated, what will happen to the callbacks and events assigned to him/her? A: The following features are linked to a user's...
31 Jul, 2019 Views: 0
document Adding Calendar Appointment without a link to a record
In the LeadMaster Modern interface adding a Callback / Appointment without a link to a record will be displayed on the CallBack / Appts report. ...
25 Jul, 2019 Views: 0
document Workflow using AND / OR for multiple conditions
 There are a few important things to keep in mind when using workflow. Be sure to use 'AND field name was updated'.  For example....
17 May, 2019 Views: 0