We sometimes hear that a user had no warning they were going to be “Timed Out” of the system due to 60 minutes worth of inactivity, and how they lost of all those notes because they didn’t remember to save (click the Go button) before they took off for lunch, went to a meeting or had an extended phone call.
Archive for the ‘LeadMaster F.A.Q’ category
LeadMaster F.A.Q – System warning prior to timeout?
September 19, 2011LeadMaster F.A.Q – What constitutes a ‘Last Action’
September 16, 2011Actions that trigger a ‘Last Update’
Adding a callback/event
Attaching a custom form
Assigning a record
Adding an opportunity
Adding a quote
Updating a record
Assigning a campaign to a record
Cloning a record
Add a contact
Attach a file
Add notes
Add a case
Request an update to the record
LeadMaster F.A.Q – timeout warning and extending login time
September 16, 2011Of course, the caveat to the above is that the shortest timeout takes precedence, regardless. All timeouts with the exception of the System timeout can be modified. No timeout will extend beyond the System timeout of 60 minutes
LeadMaster F.A.Q – ‘Time Out’ feature
September 15, 2011The LeadMaster application, like other web applications, relies on constant communication between the server and the user to maintain a viable session, much the same as a phone call. The message of “Timed Out” does not convey the full range of reasons for receiving the message.
LeadMaster F.A.Q – ‘Due not before’ and ‘Due not after’ in Task manager
September 14, 2011This is the time interval given to an account mgr/partner rep to complete a task. The specific time interval begins once the record is assigned.
LeadMaster F.A.Q – delete ‘Not Active’ User Accounts off the system without deleting any data/comments/notes
September 13, 2011Can I just delete ‘Not Active’ User Accounts off the system without deleting any data/comments/notes etc. that they may have added to a record? Yes, you may set them to “deleted”. Notes will not be deleted, only the users logon. Note: If the logon has any records assigned to them you will not be able [...]
LeadMaster F.A.Q – creating a new logon with an existing username
September 12, 2011As a Best Practice, any time you set a logon to “Not Active” or “Deleted” please add something such as “_old” to the end of the username as well as the email address under user settings. This will help to eliminate potential conflicts.
LeadMaster F.A.Q – Access to the Call Stats / Disposition Report
September 9, 2011In the Logon management, the User must have permission to view the call stats section. Without this you are restricted from viewing any reports for call stats (call stats are also referred to as ‘Express Updates’ and ‘Click Actions’).
LeadMaster F.A.Q – checkboxes for selecting records visible on a search results page
September 8, 2011• Send Bulk Email Messages
• Add / Edit / Delete / Assign Campaigns
• Add Custom Form
• Delete Records
• Archive Records
• Assign Records
• If you check one or more of these, the checkboxes will then display.
LeadMaster F.A.Q – access multiple workgroups at the same time
September 7, 2011While multiple workgroups can be accessed simultaneously, results are often unpredictable because of conflicting access rights, label sets, call stats, workflows, tasks, etc. We recommend you do not access multiple workgroups simultaneously.
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