Posted tagged ‘label set’

LeadMaster F.A.Q – detail about Label sets

September 5, 2011

Explain in detail about Label sets and How do they impact different users?

  • There are a several things about label sets that impact users:
  1. A workgroup can have a default label set (see administration / manage workgroups / edit workgroup).  If the user logon doesn’t specify a label set the workgroup default label set is used.
  2. A user having access to a the workgroup can have a label set specifically for that workgroup (see administration / logon management / internal for the user / workgroup).
  3. A user logon can have a default label set (see administration / logon management / privileges).
  •  The “Request to Update Records” feature (aka Lead-Xpress) provides the ability to have “users” who do not have logons.  So if you are configuring a workgroup to use this feature, make sure to have a default label set configured for the workgroup.  As a matter of good practice, ALWAYS have a default label set configured for the workgroup.

Label set to use at logon time is determined as follows:

1. if the label set is set for the user (logon management / internal settings), use that

2. if the label set is set for the workgroup (manage workgroups), use that

3. use the default label set set for the user (logon management)

LeadMaster F.A.Q – result page does not display

August 23, 2011

When setting up Lead-Xpress users the result page does not display the same way as it does in the email notification page?

  • If the label set is not defined at the workgroup level the Lead-Xpress notification does not display correctly.  Please make sure that label set is defined for the workgroup and all Lead-Xpress users are using the same label set.

 

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