WE'RE HERE TO HELP!
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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
 - Show all articles ( 50 ) Collapse Articles
 
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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
 - Show all articles ( 4 ) 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
 - 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
 - Show all articles ( 16 ) Collapse Articles
 
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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
 - Show all articles ( 5 ) Collapse Articles
 
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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?
 - Show all articles ( 8 ) Collapse Articles
 
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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?
 - Show all articles ( 11 ) Collapse Articles
 
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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?
 - Show all articles ( 16 ) Collapse Articles
 
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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?
 - Show all articles ( 17 ) Collapse Articles
 
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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
 - Show all articles ( 22 ) Collapse Articles
 
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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?
 - Show all articles ( 3 ) Collapse Articles
 
 
Sample Javascript for Web Form Field Validation
Last Updated:
byRay Longalong
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		Below is a sample javascript for Web Form Field Validation
<script type=”text/javascript”>
function validateForm() {
if (validateFormElements() == true) {
return lm_SubmitWebForm();
} else {
return false;
}
}
function validateFormElements() {
// check radio button fields for FIELDNAME are not blank
if (( frm.FIELDNAME[0].checked == false ) && ( frm.FIELDNAME[1].checked == false ))
{
alert(“Please select a location.”);
return false;
}
if (document.frm.first_name.value == ”) {
alert(“Please enter your first name.”);
document.frm.first_name.focus();
return false;
}
if (document.frm.last_name.value == ”) {
alert(“Please enter your last name.”);
document.frm.last_name.focus();
return false;
}
if (document.frm.Company.value == ”) {
alert(“Please enter your company name.”);
document.frm.Company.focus();
return false;
}
if (document.frm.Title.value == ”) {
alert(“Please enter your title.”);
document.frm.Title.focus();
return false;
}
if (document.frm.Phone.value == ”) {
alert(“Please enter your phone number.”);
document.frm.Phone.focus();
return false;
}
if (document.frm.Email.value == ”) {
alert(“Please enter your email address.”);
document.frm.Email.focus();
return false;
}
// check email address format
var rx = /^[\w\.-]+@[\w\.-]+\.\w+$/i;
if (!rx.test(document.frm.Email.value)) {
alert(“The format of your email address is incorrect. Please re-enter.”);
document.frm.Email.focus();
return false;
}
return true;
}
</script>
<!– checkbox validation code –>
// check Agree Checkbox is not blank
if (frm.FIELDNAME.checked == false)
{
alert(“You need to put a checkmark in the box.”);
return false;
}
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