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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
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- 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
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- 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)
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- 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?
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- Is there any way to recover a merged record?
- Lead-Xtreme FAQ
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- What field types are available in the custom fields at the contact level?
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- Where can I find help documentation?
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- 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?
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- Why are the Sales Rep Comments/Notes not being saved when I do a mass update?
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- Why doesn't the green megaphone show up all the time on search pages?
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- 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?
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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
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- Adding Users
- Assignments Tables
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- Changing/upgrading to another APP server - Why is my chart not working when using a different APP server?
- Creating User Logons
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- How to Add Assigning Records Privilege to Partner Reps
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- LeadMaster Single Sign On (SSO) with Google
- Logon Management
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- User Types Documentation
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- Why do Users still have access to Campaigns even though the Access to Campaigns is turned off?
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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
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- Smart Queue & Record Locking
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- 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
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- 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
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- Testing an HTTP Post
- The maximum length for the contact level fields
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- 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?
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- Importing To Opportunity Product Reference Table
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- Bounced Emails - FAQ
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- Email Address Verification
- Email Count and Limit
- Email Signature and Lead Nurturing Tracks
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- 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
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- Sending Email to Avoid Spam Traps
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- What happens when a custom form link is inserted into an email sent from LeadMaster?
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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
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- Enhanced Feature-Opportunity Forms
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- How to create a custom submit button on a Smart Form
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- Preview Custom Form
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- What happens when a custom form link is inserted into an email sent from LeadMaster?
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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?
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- CRMSync Tool - doesn't log emails
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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
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- 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
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- How to bypass security on Public Custom Reports
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- Kanban View in Search Results
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- Daily Email Notification
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- How do I change the background color of the message ticker at the top of the page?
- Record Update Default vs Contact to Record
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- Append Records
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- Importing to the Forecast Date
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- ‘#’ (pound sign) in data getting passed thru POST is messing up that field and the rest in the Record
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- Changing/upgrading to another APP server - Why is my chart not working when using a different APP server?
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- How to add merge fields in the Subject line of email message template
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- Why don't I see my name in the list of available users/callers in Smart Queue?
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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?
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- 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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Quick Search vs Check for Match Results
Last Updated:
byJoanna Hernandez
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Why am I getting different results when doing a Company Quick Search vs Check for Match?
The Quick Search works the same as Record Search while the Find Match or Check for Match works the same as Contact Search.
Example:
When you do a Record and Quick search for a Company with multiple Contacts – it will return 1 Record only.
Quick Search Results
When you do a Check for Match or Contact Search – it will return the number of Contacts associated with that Company.
Check for Match Results
Contact Search Results
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