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- What is Due not before and Due not after in Task Manager?
- 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 De-duplicate on Import?
- 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 Can I Setup the Smart Queue to Make Sure that the Newest Records are Showing Up in the Queue First?
- How can I update the Parent Company for multiple records?
- How do I change the background color of the message ticker at the top of the page?
- How do I see a list of leads that have not been acted upon?
- How do I set the Date formatting for Lead-Xpress Users?
- How do the ‘Export Status’ & ‘Date Exported’ fields work?
- How do we check the spam score of emails sent out using e-Marketing?
- How do you prevent some of your personal Outlook Calendar events from being Synced with LeadMaster?
- How do you set the field order in a download file
- How Often Does LeadMaster Try To Re-deliver An Email That Has A Soft Bounce (mailbox full etc)
- How often is bulk email / email marketing sent? Is there a delay?
- How to Add Assigning Records Privilege to Partner Reps
- How to enable "Add Task" in Workflow Resulting Action(s)
- How to print a mailing label
- I get an error when trying to change the label on a field in customize pages
- 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?
- If you set a contact(s) to Pause Lead Nurturing Campaign is there any way to search those contacts?
- 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
- Proposal Generator vs. Quote Generator - when should I use one vs. the other?
- Smart Queue Resting
- What are the rules regarding saved searches?
- What field types are available in the custom fields at the contact level?
- What happens if I delete an email template that was being used in a workflow?
- What happens when you merge records?
- What is the 'Download Scheduler'
- 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 privileges are required for having Access to the Call Stats / Disposition Report?
- What's the difference between Email Marketing, Lead Nurturing and Marketing Automation?
- When does the 'Campaign Survey Responses' section get updated?
- When you clone a WorkGroup - what doesn't clone?
- 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 find the Company ID?
- Where do I upload my company logo so I can use it in the banner for our workgroup?
- Who can be listed in the Case Owner and Case Assignee lists?
- Why are other users showing as grayed out in Logon Management page?
- Why are some users not able to download Custom Reports?
- Why are the Sales Rep Comments/Notes not being saved when I do a mass update?
- Why Can't I See the Smart Queue Call Attempts in Workflow?
- Why doesn't the green megaphone show up all the time on search pages?
- Why is the Record No no longer showing on the Record page?
- Why isn't workflow executing when I Assign Records from Search Results
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- 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?
- Configure Alternate Email Settings for Gmail
- Daily Email Notification
- Downloading Records
- Email Address Verification: Workgroup VS Personal Email Address
- Email Limits And Usage/ Email Messages Logs
- Enable Access to the New Interface for an Old Workgroup
- Home Page Searches
- How are the section header colors customized on the Sales Update and Edit Profile Pages?
- How can I download the mobile phone number - I don't see it in the list of downloadable fields.
- How do I add Marketing Mix to the fields available for import?
- How Do I Append the Account Manager
- How do I change the background color of the message ticker at the top of the page?
- How to Add Assigning Records Privilege to Partner Reps
- How to bypass security on Public Custom Reports
- How To Use the LeadMaster Proposal and Document Generator
- Introduction to Administration
- LeadMaster Administration Guide
- LeadMaster CRM - Homepage Navigation
- LeadMaster Implementation
- LeadMaster Weblinks – Connect to other Online Applications like Social Media apps - FaceBook, Linkedin, Twitter etc
- Office365 Configuration for Alternate Email Server and Mail Manager
- Sample Javascript for Web Form Field Validation
- SIC List
- Smart Queue & Record Locking
- Track User Activity
- Track Who Entered Records into your LeadMaster System
- Web Links Management
- What field types are available in the custom fields at the contact level?
- What is the 'Download Scheduler'
- When you clone a WorkGroup - what doesn't clone?
- Why are other users showing as grayed out in Logon Management page?
- Why don't I see my name in the list of available users/callers in Smart Queue?
- Why is a logon 'grayed out' so that I can't access it
- Show all articles ( 30 ) Collapse Articles
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- Email Settings Section
- How to Add Assigning Records Privilege to Partner Reps
- User and Logon - Internal Security
- User and Logon - Privileges
- User and Logon - Profile Settings
- What privileges are required for having Access to the Call Stats / Disposition Report?
- Why are other users showing as grayed out in Logon Management page?
- Why are some users not able to download Custom Reports?
- Why don't I see my name in the list of available users/callers in Smart Queue?
- Why is a logon 'grayed out' so that I can't access it
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- 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
- CRM-Xpress Global User Privileges
- Daily Email Notification
- Email Signature and Lead Nurturing Tracks
- Email Signatures Tab
- How to Add Assigning Records Privilege to Partner Reps
- How to bypass security on Public Custom Reports
- I have forgotten my password. How do I find out what it is?
- Importing Logons
- LeadMaster Single Sign On (SSO) with Google
- Logon Management
- No pop-up window to send notification when creating callbacks/events?
- User Types Documentation
- 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 don't I see my name in the list of available users/callers in Smart Queue?
- Why is a logon 'grayed out' so that I can't access it
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- What is Due not before and Due not after in Task Manager?
- How Can I Setup the Smart Queue to Make Sure that the Newest Records are Showing Up in the Queue First?
- 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.
- Opportunity Workflow
- Sales Comments as a result of Workflow when an Email is Opened or Clicked
- Smart Queue & Record Locking
- Smart Queue Resting
- Track Who Entered Records into your LeadMaster System
- Using Workflow to Send an Email template with Embedded Form
- Why isn't workflow executing when I Assign Records from Search Results
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- What is Due not before and Due not after in Task Manager?
- Google Calendar sync not working even with authenticated google credentials
- How does Google Calendar Sync work for users with access to multiple Workgroups?
- How does Outlook Sync with LeadMaster? How does the CRM Sync Tool work?
- If a user gets deactivated, what will happen to the callbacks and events assigned to him/her?
- Task Manager Doesn't Appear to Work
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- Create a Custom View for Displaying Accounts
- Custom Labels
- How are the section header colors customized on the Sales Update and Edit Profile Pages?
- How can I download the mobile phone number - I don't see it in the list of downloadable fields.
- How do I add Marketing Mix to the fields available for import?
- How do I change the background color of the message ticker at the top of the page?
- How to set a Custom Label set for a user's logon
- I get an error when trying to change the label on a field in customize pages
- Importing To Opportunity Product Reference Table
- Testing an HTTP Post
- The maximum length for the contact level fields
- What field types are available in the custom fields at the contact level?
- Why Can't I See the Smart Queue Call Attempts in Workflow?
- Will a mapped custom form field work if the system field where it is mapped to is located in a disabled section?
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- Azure File Access
- Changing/upgrading to another APP server - Why is my chart not working when using a different APP server?
- Does LeadMaster De-duplicate on Import?
- Does the Download Scheduler Include Attached Files?
- Downloading Lead Information
- How can I download the mobile phone number - I don't see it in the list of downloadable fields.
- How can I update the Parent Company for multiple records?
- How do I add Marketing Mix to the fields available for import?
- How do I import responses to a multiple select field?
- How do I see a list of leads that have not been acted upon?
- How do the ‘Export Status’ & ‘Date Exported’ fields work?
- How to download and import records with Contact ID
- How to download Data in Custom Form fields in LeadMaster
- Importing To Opportunity Product Reference Table
- The 'Export Status' & 'Date Exported' fields
- What happens when you merge records?
- Why can't users see the Product Code and Product Description fields when importing opportunities?
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- Bounced Emails - FAQ
- Converting Existing Email Templates with CSS To LeadMaster
- Couple of ways to have a background color in an email template
- CRM Sync for Email without Outlook
- Email Address Verification
- Email Count and Limit
- Email Signature and Lead Nurturing Tracks
- Email Storage Policy
- How Often Does LeadMaster Try To Re-deliver An Email That Has A Soft Bounce (mailbox full etc)
- How often is bulk email / email marketing sent? Is there a delay?
- How to add merge fields in the Subject line of email message template
- If you set a contact(s) to Pause Lead Nurturing Campaign is there any way to search those contacts?
- Improve Email Delivery - IPs that should be used for Whitelisting
- LeadMaster Email Marketing Campaigns
- 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 Can Be Changed on a Lead Nurturing Track?
- What happens when a custom form link is inserted into an email sent from LeadMaster?
- 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?
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- ‘Responses are Dependent On’ Field in Custom Forms
- 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
- Enhanced Feature-Opportunity Forms
- Fannie Mae Form
- Field Masking on Custom Forms
- How to create a custom submit button on a Smart Form
- How to download Data in Custom Form fields in LeadMaster
- Importing Responses for Custom Form Dependent Fields
- Label Type Questions
- LeadMaster Survey Form
- Map Web Forms to Custom Forms Using Checkboxes and/or multi-select fields
- Opportunity Type Custom Forms
- Preview Custom Form
- Radio Type Questions
- Sample Javascript for Web Form Field Validation
- Text, Encrypted Text and Text Area Type Questions
- Use Custom Domains on LeadMaster Landing Pages
- Using Workflow to Send an Email template with Embedded Form
- What happens when a custom form link is inserted into an email sent from LeadMaster?
- 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 ( 22 ) Collapse Articles
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- Articles coming soon
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- Articles coming soon
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- 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?
- How do you prevent some of your personal Outlook Calendar events from being Synced with LeadMaster?
- How does Outlook Sync with LeadMaster? How does the CRM Sync Tool work?
- LeadMaster CRM Extension for Outlook
- LeadMaster CRMTool Sync for Outlook
- Not all Outlook Calendar events are being sync’d with LeadMaster
- Outlook CRMTool Contact Sync
- Outlook is displaying a message saying it experienced a serious problem with the CRM Sync add-in
- 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 ( 9 ) Collapse Articles
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- Articles coming soon
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- Can't see the opportunity custom form
- How can I import multiple products when importing opportunities
- Importing To Opportunity Product Reference Table
- Opportunity Workflow
- What happens if I delete a product from the opportunity product reference table?
- Why can't users see the Product Code and Product Description fields when importing opportunities?
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- Activity Hub Report
- Create Report Subscriptions for Other Users
- Fields Available For Charting Custom Reports
- How much does Xtreme-Reporting cost?
- How to bypass security on Public Custom Reports
- Importing Report Subscriptions into Xtreme-Reports
- Is there a limit to the number of fields that can be charted?
- Kanban View in Search Results
- Report Wizard
- Smart Queue Report - How are the figures calculated when I click on the 'Select' button in the Smart Queue
- Track User Activity
- Show all articles ( 5 ) Collapse Articles
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- Daily Email Notification
- How are the section header colors customized on the Sales Update and Edit Profile Pages?
- How do I change the background color of the message ticker at the top of the page?
- Record Update Default vs Contact to Record
- When you clone a WorkGroup - what doesn't clone?
- Why are the Sales Rep Comments/Notes not being saved when I do a mass update?
- WorkGroup Configuration Guide
- Workgroup Settings
- Show all articles ( 2 ) Collapse Articles
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- Append Records
- File Update Maintenance, Update Append Records, Opportunities, Contacts
- Fum in Attached Files to records
- How Can I Setup the Smart Queue to Make Sure that the Newest Records are Showing Up in the Queue First?
- How do I enable all options/filters to display on the Duplicate Record Management page?
- How to FUM into the Record Sales Comments field
- If you set a contact(s) to Pause Lead Nurturing Campaign is there any way to search those contacts?
- 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
- Smart Queue Report - How are the figures calculated when I click on the 'Select' button in the Smart Queue
- Smart Queue Resting
- Smart Queues and Records with Multiple Contacts
- 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 happens when you merge records?
- What privilege should be turned on to allow the user to merge records?
- Why is the Record No no longer showing on the Record page?
- Why is the Review and Take Action page showing different section placement for some users?
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- ‘#’ (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 get an error when trying to change the label on a field in customize pages
- 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
- Outlook is displaying a message saying it experienced a serious problem with the CRM Sync add-in
- Pop-up Blockers
- Problems with Cookies
- Slow Response Times
- Symbols (’) replacing apostrophe sign in .csv downloads
- Task Manager Doesn't Appear to Work
- Timeout or Date Formatting Errors
- Troubleshooting Click to Call Phone Numbers
- Unable to Upload Attachment With Acceptable File Format
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- Changing/upgrading to another APP server - Why is my chart not working when using a different APP server?
- CRM Sync for Email without Outlook
- Currency Symbols Not Showing Correctly
- Downloading Lead Information
- Email Signature and Lead Nurturing Tracks
- Home Page Searches
- How can I download the mobile phone number - I don't see it in the list of downloadable fields.
- How Can I Setup the Smart Queue to Make Sure that the Newest Records are Showing Up in the Queue First?
- How do I add Marketing Mix to the fields available for import?
- How do I see a list of leads that have not been acted upon?
- 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
- How to bypass security on Public Custom Reports
- How to create a custom submit button on a Smart Form
- If you set a contact(s) to Pause Lead Nurturing Campaign is there any way to search those contacts?
- LeadMaster Weblinks – Connect to other Online Applications like Social Media apps - FaceBook, Linkedin, Twitter etc
- Proposal Generator vs. Quote Generator - when should I use one vs. the other?
- Sample Javascript for Web Form Field Validation
- Screen Shots
- Smart Queue & Record Locking
- Track Who Entered Records into your LeadMaster System
- Unable to Upload Attachment With Acceptable File Format
- Use Custom Domains on LeadMaster Landing Pages
- What are the rules regarding saved searches?
- Why are the Sales Rep Comments/Notes not being saved when I do a mass update?
- Why Can't I See the Smart Queue Call Attempts in Workflow?
- Why don't I see my name in the list of available users/callers in Smart Queue?
- Show all articles ( 21 ) Collapse Articles
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- Accessing information on Contacts, Opportunities & Custom Forms from the Search Results screen
- Find Match or Check for Match
- Home Page Searches
- How Can I Setup the Smart Queue to Make Sure that the Newest Records are Showing Up in the Queue First?
- How do I see a list of leads that have not been acted upon?
- If you set a contact(s) to Pause Lead Nurturing Campaign is there any way to search those contacts?
- Kanban View in Search Results
- Quick Search vs Check for Match Results
- What are the rules regarding saved searches?
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Customized Smart Form for Mortgage Companies
Last Updated:
byJoanna Hernandez
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LeadMaster created a customized Smart Form to help mortgage companies determine the list of documents that are required for each type of mortgage and each buyer’s situation (e.g. veteran, 2nd job, self-employed etc).
To add this feature to a WG do the following:
- Import the Document Letter Creation Smart form – you’ll find a copy in DB = LRP61 & WG = AB Demonstration1
- Add the following to the .16 server in the subdirectory for the new workgroup
- Questions_Doc
- CSS
- IMG
- Docs5.html
- JS
- Logo
- Vendor
- Common.,min_LMCBC.js
- Update the Smart form to use the new image, map the fields and add the following inline script. Be sure to update the WKGP#.
| 1 | <link href=”https://solutions.crmtool.net/WKGP#/Questions_Doc/vendor/bootstrap/css/bootstrap.min.css?v=1″ rel=”stylesheet”> |
| 2 | <link href=”https://solutions.crmtool.net/WKGP#/Questions_Doc/vendor/font-awesome/css/font-awesome.min.css” rel=”stylesheet” type=”text/css”> |
| 3 | <link href=’https://solutions.crmtool.net/WKGP#/Questions_Doc/css/open_sans.css’ rel=’stylesheet’ type=’text/css’> |
| 4 | <link href=’https://solutions.crmtool.net/WKGP#/Questions_Doc/css/merrie_weather.css’ rel=’stylesheet’ type=’text/css’> |
| 5 | <link href=”https://solutions.crmtool.net/WKGP#/Questions_Doc/vendor/magnific-popup/magnific-popup.css” rel=”stylesheet”> |
| 6 | <link href=”https://solutions.crmtool.net/WKGP#/Questions_Doc/css/creative.min.css” rel=”stylesheet”> |
| 7 | <link href=”https://solutions.crmtool.net/WKGP#/Questions_Doc/js/datatables/css/jquery.datatables.min.css” rel=”stylesheet” type=”text/css”/> |
| 8 | <link href=”https://solutions.crmtool.net/WKGP#/Questions_Doc/js/datatables/css/jquery.datatables_themeroller.css” rel=”stylesheet” type=”text/css”/> |
| 9 | <link href=”https://solutions.crmtool.net/WKGP#/Questions_Doc/css/font-awesome.css” class=”theme-color” rel=”stylesheet” type=”text/css”/> |
| 10 | <link href=”https://solutions.crmtool.net/WKGP#/Questions_Doc/css/common.css” rel=”stylesheet” type=”text/css”/> |
| 11 | <script src=”https://solutions.crmtool.net/WKGP#/Questions_Doc/vendor/jquery/jquery.min.js”></script> |
| 12 | <script src=”https://solutions.crmtool.net/WKGP#/Questions_Doc/vendor/bootstrap/js/bootstrap.min.js”></script> |
- Ask the programmers to add the file to .53/LeadMaster_Download/HTML_CUSTOMER_CreatePDF.asp, modify one of the existing files there.
- Edit the HTML in the Smart form to point to HTML_CUSTOMER_CreatePDF.asp
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