User and Logon – Profile Settings
Admin/Administration page> User/Workgroup section > View/Edit Existing User Logins > Logon Management Page > Click User Settings
After setting up the Security Logon page the user will be presented with the User Profile page (also available for existing logons by clicking on the User Settings hyperlink on the Home Page).
User Information Tab
Company – name of the company the user works for.
Title – user’s business title
Phone – user’s primary phone number
Fax – user’s fax number
Mobile – user’s mobile number
Mobile Provider – user’s mobile provider
Email – user’s email address. This the email address that the application will use if the user has Email Notification or Express Mail activated.
Address 1 – first line of the address of the user.
Address 2 – second line of the address of the user.
City – user’s city.
State – user’s state.
Zip – user’s zip.
Country – provision for entering country of user.
Phone Hyperlink Provider – user’s phone hyperlink provider for click to call.
Docusign Username – username for docusign integration if enabled at the Workgroup level the user has access to
Docusign Password – password for docusign integration if enabled at the Workgroup level the user has access to
Docusign Key – Docusign Key for docusign integration if enabled at the Workgroup level the user has access to
Time and Date Tab
Date Format – determines whether month or day shows first
Time Zone – is used by the application to establish the correct user date/time [this is used in many functions with the application including date/time stamping as for displaying the correct date/time in the Call Back/Events function] – the Adjust for daylight savings time add an additional hour during the standard daylight savings time period.
Calendar and Callbacks Tab
Calendar Before/After Hours – is a special parameter that pertains to a special function within the application for certain users who measure response times for support type activities.
Default Calendar View – select from Horizontal, Vertical or List calendar view.
Default Calendar – select from Day, Week or Month calendar view.
Appts & Tasks homepage link – whether you wish to have a Callbacks / events link on your home page
Filter Appts & Tasks – whether you can view all Callbacks / events for all the records you have access to or just the ones assigned to you or you have created.
Prompt to Send Email Notification for Added or Updated – whether you want the system to send an email notification for any Calendar or Callbacks added or updated.
Default Number of Users on Group Calendar – select how many number of users you want displayed in the Group Calendar view.
Google Calendar Email – Google sync information IF you are set up to use Google Sync.
Completed tasks/appts remain on the calendar – choose whether you want completed tasks/events displayed in the calendar.
Display Activity Notes in the Modern Calendar onhover of event – choose whether to enable preview of activity notes in the Modern Calendar view on mouse hover.
Days to sync in the future – Select the number of days in the future you want your Google Calendar to sync with LeadMaster Calendar.
Days to sync in the past – Select the number of days in the past you want your Google Calendar to sync with LeadMaster Calendar.
Email Signatures Tab
On this tab you will be able to set up your primary email signature to be used when sending out emails from within the applications. Once you have a primary signature set up you will then be able to set up additional signatures, allowing you a wide range of signatures to use when sending out emails from the application.
“Include signature (from User Settings)” – check this option if you want to use your configured email signature in your outgoing emails.
Add/Edit Email Signature – In order to create a new or edit an existing email signature you will either click the “Add” button (for new signatures) or the “edit” link (for existing signatures). You may also delete an existing signature if you no longer need it.
When you Add or Edit a signature you will be taken to the email editor within the application where you will make your changes. The editor is an html editor and while it does look similar to creating a word document it is html based and therefore does follow html guidelines. For those that are familiar with html you do have the ability to click on the <HTML> icon and be taken to the actual html code where changes to the actual code can be made.
Here’s how you can have a multiple line signature and logo in your email signature:
- Create a two-column table in the applications signature editor
- Place your image in the left-hand column
- Split the right-hand column into an appropriate number of rows so as to space the lines of your signature as you desire
Autoresponder (Out of Office) – allows users to enable or disable the auto-responder feature.
SMS Configuration Tab
This tab is visible when the provision to send SMS is enabled from the Workgroup Management page. Twilio details will be provided by your Administrator or LeadMaster Consultant.
Other Settings Tab
Default Tab on Homepage – choose which page you want displayed on your homepage.
Default Page – Select where you want to be taken to when clicking on the ‘Company’ hyperlink from search results, accounts and reports.
Contact to Company – If option is not checked, clicking on contact name will take you to the company page. If this option is checked, it will take you to the company page if there is only one contact for given company. Otherwise, it will open the particular contact.
Display Checkbox to Add notes – determines whether to show this option when adding callbacks, doing mass updates etc.
Show Preview pages – determines whether a pop-up appears when you mouse over a contact or company.
Message Ticker – determines whether or not the user sees the scrolling ticker on the top banner. The message ticker can be configured in the Automation and Workflow Management tool.
Show Left Menu – when checked, left panel is displayed.
Left Menu Options – sections available to display in left menu
Add Me to BCC – when checked, user’s email address will automatically be added to the BCC field when sending email messages.
Display New Company – when checked, this option will be displayed when adding a new Record.
Outlook Sync – Select how outlook contact sync should work if not matched with an existing record/company.
Currency – Select individual user’s currency to use
Workgroup ID – Company or Workgroup’s unique ID
Logon ID – user’s unique logon ID
Rest API Token – Generate your individual API Token