Posted tagged ‘custom form’

New Feature – Moving Custom Forms from One Record to Another

May 16, 2014

Over the last 16 years LeadMaster has been used in every industry you can think of.  One of the reasons is the LeadMaster custom form.  It is basically a blank page that allows you, the user, to create the fields for the data you want to keep track of.  Field types include – text, text area, numbers, dates, single select, radio buttons, multi-select, checkboxes, summed question and upload file.

Now there’s a new way to use custom forms – they can be moved from one record to another.  Suppose you are an art auction house with the description of each individual piece of art recorded on a custom form.  When the art is sold you are now able to move the custom form from your inventory to the customer’s contact record.  Here’s how it works.

 

First find the record with the custom form.

Custom Form on Record

Custom Form on Record – Notice the Move button on the Right hand Side

Click on the Move button on the right hand side.  A window appears listing all of the companies in your database.  You can use the search box to find the company.

Custom Form Move

Select the Company Where You’d like the Custom Form to Move onto

When you click on the name of the company LeadMaster will confirm that you want to move it.  Click OK and the custom form is moved.

Custom Form Move Confirmed

Custom Form Move Confirmed

New Feature – Field Masking on Custom Forms

August 4, 2012

If you have sensitive data that you’d like to store in LeadMaster, such as credit card numbers or social security numbers, you’ll want to use Field Masking.

Here’s how to setup it up.  When adding a field to a custom form, select an encrypted text field.  You’ll see a window like the image below.

Field Masking Setup

Field Masking Setup

Here’s an explanation for each of these options:

  • Section – if you have multiple sections in your custom form, select the section for this field.
  • Question – this is the label for the field name.  In this case I’ve entered ‘Credit Card #’.
  • Type – this is non-editable and is based upon your selection of field type.
  • Field Mask– this is where you set up what characters you want hidden, which ones you want visible and the format of the field.
    • A ‘#’ indicated a hidden field.  After clicking submit on the form this character will be permanently hidden.
    • An ‘x’ indicated a visible field.  After clicking submit on the form you’ll still be able to see this character.
    • A ‘-‘ dash is simply a separator to make it easier to work with.
    • A ‘;’ semi-colon allows you to have multiple field masks – for example credit card #, expiration date and CCV in the same field.
  • Size – this is the displayed length of the field.
  • Maximum Length – this is the maximum number of characters allowed in that field.
  • Datatype– is the type of data you plan on entering into the field.  The choices are:
    • Text
    • Date
    • Number
  • Required – if you select yes then this it becomes mandatory to enter data before the system will allow you to click submit.
  • Read Only – allows you to have a field that doesn’t accept data entry.
  • Order – tells the system where to place it on the custom form.  If the number is 1 then it is the first field on the custom form.

Once the field has been setup and the custom form has been compiled it is ready for data entry.  You’ll notice in the image below that the information in the masked field (Credit Card #) is completely visible until the user clicks the Submit button.

Data Entry Masked Field

Data Entry Masked Field

After clicking the submit button the field is then masked whenever the data is reviewed as illustrated in the image below.

Reviewing Masked Field After Data Entry

Reviewing Masked Field After Data Entry

Once the information is masked is not visible to any type of user.

 

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