What actions in LeadMaster trigger the “Last Updated” field?
Below are the list of actions that will update the field ‘Last Updated’. Record added
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Records and Contacts
The maximum length for the contact level fields
Here are the maximum length for the custom form fields. If you exceed the maximum
The maximum length for the record level fields
Here are the maximum length for the custom form fields. If you exceed the maximum
Update/Append at the Contact Level
When updating/appending at the contact level always remember to add First Name and last Name
How do I enable all options/filters to display on the Duplicate Record Management page?
Question: Why am I not seeing the other options/filters to find and manage duplicate Records? I
Why is the Review and Take Action page showing different section placement for some users?
For the Review and Take Action Page: Customize Pages from Admin (vs. the Review &
Fum in Attached Files to records
If files are going in the library LeadMaster can FTP the files to the server.
File Update Maintenance, Update Append Records, Opportunities, Contacts
The Update / Append Records module is controlled by the Logon Management Privileges that can only beactivated
How to FUM into the Record Sales Comments field
By design, users cannot directly update/append to the sales comment using LeadMaster’s FUM (File Update
Importing to the Forecast Date
To import to the Forecast Date field use the standard date format but the day