-
- Can you schedule appointments using the CRM Add-in Offline Module?
- Changing/upgrading to another APP server - Why is my chart not working when using a different APP server?
- Currency Support Feature
- Does LeadMaster Support SMS Text Messaging?
- Does the Download Scheduler Include Attached Files?
- Funny characters show up when pasting information - frequently associated with Mac users
- How and where can I delete Marketing Activities?
- How do we check the spam score of emails sent out using e-Marketing?
- How do you set the field order in a download file
- How to enable "Add Task" in Workflow Resulting Action(s)
- How to print a mailing label
- I have forgotten my password. How do I find out what it is?
- I'm trying to import logons and I get a message that I need to supply a Logon Level. Where/How do I do that?
- If a user gets deactivated, what will happen to the callbacks and events assigned to him/her?
- Is there a limit to the number of fields that can be charted?
- Is there any way to recover a merged record?
- Lead-Xtreme FAQ
- What is this email I get every day from the LeadMaster CRM? Daily Email Notification
- What privilege should be turned on to allow the user to merge records?
- What's the difference between Email Marketing, Lead Nurturing and Marketing Automation?
- When does the 'Campaign Survey Responses' section get updated?
- Where are my "My Email Templates"? - I use Safari on a Mac at home, but a PC when I'm at work and I can see my "My Email Templates" just fine at work but I cannot see them when I'm at home. Why?
- Where can I find help documentation?
- Where do I upload my company logo so I can use it in the banner for our workgroup?
- Why doesn't the green megaphone show up all the time on search pages?
- Show all articles ( 19 ) Collapse Articles
-
- Adding options to the main menu - including links to external sites
- Administration Functions Defined
- Changing/upgrading to another APP server - Why is my chart not working when using a different APP server?
- Downloading Records
- Email Limits And Usage/ Email Messages Logs
- Enable Access to the New Interface for an Old Workgroup
- How Do I Append the Account Manager
- Introduction to Administration
- LeadMaster Administration Guide, version 5-11
- Track Who Entered Records into your LeadMaster System
- User Privileges - Email Settings Section
- Why is a logon 'grayed out' so that I can't access it
- Show all articles ( 6 ) Collapse Articles
-
- Adding Users
- Assignments Tables
- Calendar and Callbacks Tab in User Settings
- Can you please explain what a logon of User type = Global User is?
- Changing/upgrading to another APP server - Why is my chart not working when using a different APP server?
- Creating User Logons
- Email Signatures Tab
- I have forgotten my password. How do I find out what it is?
- Importing Logons
- Logon Management
- No pop-up window to send notification when creating callbacks/events?
- User Privileges - Email Settings Section
- User Types Documentation
- What privilege should be turned on to allow the user to merge records
- What privilege should be turned on to allow the user to merge records?
- Why do Users still have access to Campaigns even though the Access to Campaigns is turned off?
- Why is a logon 'grayed out' so that I can't access it
- Show all articles ( 11 ) Collapse Articles
-
- How to enable "Add Task" in Workflow Resulting Action(s)
- How to use workflows to send an email blast, using an email message template with an embedded form.
- Sales Comments as a result of Workflow when an Email is Opened or Clicked
- Track Who Entered Records into your LeadMaster System
- Using Workflow to Send an Email template with Embedded Form
-
- Articles coming soon
-
- Bounced Emails - FAQ
- Converting Existing Email Templates with CSS To LeadMaster
- Couple of ways to have a background color in an email template
- Email Count and Limit
- Email Storage Policy
- How to add merge fields in the Subject line of email message template
- Improve Email Delivery - IPs that should be used for Whitelisting
- Opt-Out Rules for Email Marketing and Lead Nurturing
- Options for sending email from LeadMaster
- Sending Email to Avoid Spam Traps
- Using Workflow to Send an Email template with Embedded Form
- What is this email I get every day from the LeadMaster CRM? Daily Email Notification
- What's the difference between Email Marketing, Lead Nurturing and Marketing Automation?
- Show all articles ( 7 ) Collapse Articles
-
- Adding New Questions
- Checkbox Questions
- Client Web Form to Custom Form Mapping
- Custom Form - Profile Fields
- Custom Form Edit Page
- Custom Form List Page
- Custom Forms - Types of Custom Forms
- Custom Forms Design Page
- Customized Smart Form for Mortgage Companies
- Fannie Mae Form
- Label Type Questions
- Map Web Forms to Custom Forms Using Checkboxes and/or multi-select fields
- Opportunity Type Custom Forms
- Preview Custom Form
- Radio Type Questions
- Text, Encrypted Text and Text Area Type Questions
- Using Workflow to Send an Email template with Embedded Form
- Will a mapped custom form field work if the system field where it is mapped to is located in a disabled section?
- Show all articles ( 12 ) Collapse Articles
-
-
- Articles coming soon
-
- Can Outlook Sync be used in a Windows Terminal Server environment?
- Can't uninstall CRMtool Sync for Outlook?
- CRMSync Tool - doesn't log emails
- CRMTool successfully installed but not showing in Outlook COM add-ins dialog
- How do I access the Outlook CRMTool application log files?
- How do I sync Outlook Emails with LeadMaster?
- Not all Outlook Calendar events are being sync’d with LeadMaster
- Office365 Configuration for Alternate Email Server and Mail Manager
- Outlook Sync FAQ
- When logging an email from Outlook to multiple recipients, can they manually tell the system which record to attach the email to?
- Show all articles ( 4 ) Collapse Articles
-
- Articles coming soon
- Can Outlook Sync be used in a Windows Terminal Server environment?
- Can't uninstall CRMtool Sync for Outlook?
- CRMSync Tool - doesn't log emails
- CRMTool successfully installed but not showing in Outlook COM add-ins dialog
- How do I sync Outlook Emails with LeadMaster?
- Office365 Configuration for Alternate Email Server and Mail Manager
- Outlook Sync FAQ
- Updated Custom Form API Calls
- X-Lite settings for Click-to-Call
- Show all articles ( 3 ) Collapse Articles
-
- Append Records
- File Update Maintenance, Update Append Records, Opportunities, Contacts
- Fum in Attached Files to records
- How do I enable all options/filters to display on the Duplicate Record Management page?
- How to FUM into the Record Sales Comments field
- Importing to the Forecast Date
- Is there any way to recover a merged record?
- Last Action Triggers
- Send Record in the Options Menu on the Record
- The Green Megaphone On Search Result Pages
- The maximum length for the contact level fields
- The maximum length for the record level fields
- Update/Append at the Contact Level
- What actions in LeadMaster trigger the "Last Updated" field?
- What privilege should be turned on to allow the user to merge records?
- Why is the Review and Take Action page showing different section placement for some users?
- Show all articles ( 10 ) Collapse Articles
-
- ‘#’ (pound sign) in data getting passed thru POST is messing up that field and the rest in the Record
- # sign shows up in Email Message Templates when attaching a file
- Can't upload file - I have a file named 5.1.2011.pdf and I keep getting an error message saying the file is not of approved type. It's a pdf and I've uploaded lot's of pdf's in this one workgroup.
- Changing/upgrading to another APP server - Why is my chart not working when using a different APP server?
- Common Browser and Display Problems
- Download Issues
- Email Won't Send From Search Results
- Encoding Issues
- File Cleaning
- Friendly Errors
- Funny characters show up when pasting information - frequently associated with Mac users
- I see # symbols in my email message templates when I try to attach a file
- Improve Email Delivery - IPs that should be used for Whitelisting
- Labelset Used For Reports
- Missing attached file
- Next Lead Button is not showing in Smart Queue
- No Records Found When Searching by Campaign
- Offline Component Troubleshooting
- Pop-up Blockers
- Problems with Cookies
- Slow Response Times
- Symbols (’) replacing apostrophe sign in .csv downloads
- Timeout or Date Formatting Errors
- Unable to Upload Attachment With Acceptable File Format
- Show all articles ( 18 ) Collapse Articles
-
- Changing/upgrading to another APP server - Why is my chart not working when using a different APP server?
- Currency Symbols Not Showing Correctly
- How do we check the spam score of emails sent out using e-Marketing?
- How to add merge fields in the Subject line of email message template
- Screen Shots
- Track Who Entered Records into your LeadMaster System
- Unable to Upload Attachment With Acceptable File Format
- Show all articles ( 1 ) Collapse Articles
Custom Labels
This document addresses the Custom Label feature with the application and how to utilize it. Located at Administration > Customize Labels. ONLY available for users with this permission.
The Custom Labels pertain to the set of field label values that are to be used for a particular logon. There is a standard template that the application uses called Standard. This template can be copied and renamed to a unique name and then modified to contain whatever values you want for a particular customer (Database/Workgroup).
Custom Labels is accessed by clicking on the Administration function in the top banner of the application and then selecting the hyperlink called Custom Labels.
The following is an example of the Custom Labels file maintenance screen:

The Current Label Set pull-down will give you access to Standard and all of the custom label set that have been created and assigned to workgroups/companies that you have access to per your logon.
To create a new custom label set you need to click on the Current Label Set pull-down and select either the Standard or another one that you have access to copy. Then click on Save As… tag and type in the name that you want to call the new custom label set. You will be prompted to Identify what workgroup(s)/company(s) you want to assign the new current label set to. [Note: Admin users can only view those custom label sets that have been assigned to workgroup(s)/company(s) they have access to]
The column called Custom Label is the actual fields tag names that are displayed in the application. These include individual field tags as well as section and other field tags. Clicking on the Custom Label tag on the screen will allow the user to sort the Custom Label in ascending or descending in order.
The pull-down field called Label Group will allow you to “filter” the Current Label Set to different groups of fields such as:

You can move from one page to the next by using the Page Results feature in the lower left-hand corner of the screen. You can also type in an explicit page number and press the Enter key on your keyboard.
[Note: The Label Name column is the name of the name of the field internally in the application and the Database Field is the actual SQL name for the field. These fields are not available for update by the user]
You can modify the field labels by clicking on the edit hyperlink to right of the Custom Label field tag you want to modify. The following is the screen that will pop-up:

To modify the field tag, type in a different value in the Label Alias field and click on Submit. This will modify the field tab name for any user who has their Logon Label Set set to the Current Label Set that you are modifying.
Very Important Note: User will not see these changes until they log into the application again because session variables including field tags are set at logon time. So, AFTER making custom label changes, you MUST log off LeadMaster and login again in order to see your new labels.
Share This
Need More Help?
Can't find what you're looking for?
Email Us