Saving Contacts and Call Back Appointments to Microsoft Outlook – The system provides users with the ability to save contacts and call backs to their personal scheduler, such as Microsoft Outlook or any other personal information manager (PIM) compatible with the vCard and vCalendar file standards.
Note on custom forms: When a custom form is created, the user must turn on the spell check option for text areas in the form. If this setting is turned off, users will not be prompted to spell check text areas when creating or updating the form.
To add a contact to Outlook - (or another vCard-compatible contact management program on your computer), click on the “Add to my contacts” icon next to any name in the Contacts area of the Profile, Edit Profile or Sales Update screens. Clicking this icon will launch your personal contact software program and allow you to save the basic contact information for that person.
Click the “Add to my contacts” icon to download contact to your personal contact software, such as Outlook
Click the “Add to my calendar” icon on the Sales Update screen to download contact to your personal scheduling software, such as Outlook
Text entered in the Campaign Comments field in the Campaigns
Fields with spell check capabilities are denoted by the presence of the Spell On/Off button. Clicking the button toggles between the On and Off settings. The system default for the spell check function is set to On. For details on changing the default setting, please see the User Settings section below.
Online Help – help screens are available on each page within the online application by clicking the yellow Help Guide button.
Technical Support – for additional technical support, please contact your company administrator.
www.leadmaster.com.au
Note on access privileges: Only users with access and edit privileges for the text box in question can perform spell checking for that text area.
Note on custom forms: When a custom form is created, the user must turn on the spell check option for text areas in the form. If this setting is turned off, users will not be prompted to spell check text areas when creating or updating the form.
To add a contact to Outlook - (or another vCard-compatible contact management program on your computer), click on the “Add to my contacts” icon next to any name in the Contacts area of the Profile, Edit Profile or Sales Update screens. Clicking this icon will launch your personal contact software program and allow you to save the basic contact information for that person.
Click the “Add to my contacts” icon to download contact to your personal contact software, such as Outlook
To add a call back to Outlook - (or another vCalendar-compatible scheduling program on your computer), click the Add Call Back icon that appears next to the call back time on the Sales Update screen for the record as well as on the Call Back Report (for users with access to reporting features.) Clicking this icon will launch the scheduling software program on your computer and allow you save the appointment information entered for this record, including the date, time and type of call back as well as the last Sales Comment entered. If you have not entered a date or time for the call back in the online application before clicking the Add Call Back, the system will prompt you to do so before proceeding. To ensure that your appointments download correctly into your local system, your local time zone must be set accordingly (see section on User Settings below for more details).
Click the “Add to my calendar” icon on the Sales Update screen to download contact to your personal scheduling software, such as Outlook
Technical notes on saving contacts and call backs: If a compatible default personal scheduling application (such as Outlook) is not set up on your local system, when you click the icon to add a contact or call back to your personal scheduling program, the system will simply prompt you to save the file in a vCard (.vcf) or vCalendar (.vcs) format. These files can then be imported into any software program compatible with vCard and/or vCalendar file formats using that program’s import function. Also, keep in mind that after you click on the add contact or add call back icon and the window in your local system’s scheduling program opens, changes made to the contact or appointment record in that outside software application are not automatically reflected in the corresponding online database record.
Spell Check Text in Custom Forms, Comments Areas, Message Boards and Campaigns – The system provides users with the ability to reduce data entry errors by checking the spelling of text in the following areas:
Text area fields included in Custom Forms (includes both attached and in-line forms)
Comments text area on the Add Record screen;
Comments/Notes text area on the Sales Update screen;
Message body text on Information Boards; and
Text entered in the Campaign Comments field in the Campaigns
Fields with spell check capabilities are denoted by the presence of the Spell On/Off button. Clicking the button toggles between the On and Off settings. The system default for the spell check function is set to On. For details on changing the default setting, please see the User Settings section below.
To run spell check: If new text has been entered in the text box(es) or if changes are made to the existing text, the spell check interface is launched automatically after the user clicks on the green Go button on any of the screens listed above. When the spell checker finds a word in the text that may be an error, it will display the word in red highlighting along with the surrounding text. The word in question is also displayed at the top of the screen highlighted as either “Not in dictionary” if the word is not found in the spell check dictionary or “Doubled word” if there are duplicate words adjacent to one another.
Suggested alternatives to the word are listed in the “Suggestions” box. To change a highlighted error, select a word from the Suggestions box or type a new entry into the Change to box and then click Change. If a new word is entered, the system will check the spelling of the new entry before proceeding to the next error. To change all instances of the highlighted word that appear in the current text box to the selection in the Change to box, click Change All. To leave the highlighted word unchanged, click Ignore. To skip all instances of the highlighted word that appear in the current text box click Ignore All.
The system will display a message when the spell check process is complete. Click OK to close out the spell check interface and continue using the application. A custom form may contain multiple text boxes or a screen may contain multiple forms, in which case the spell check process will begin with the first text box; when the first box is complete, the system will prompt you to click Continue to proceed to the next text box. Click Save & Close to save all changes and return to the main screen. Click Cancel to return to the main screen without saving any changes.
Set spelling options - The user may customize the spell check process by specifying certain settings in the Spell Check Options area. For example, the spell check interface can be set to ignore capitalized words, words in all uppercase letters or HTML tags. To view and change the spell check settings: click on the Options button in the lower left corner of the spell check interface screen. Check or uncheck boxes for the various settings as desired, then click Save Options. The settings will be saved and will be applied for the current spell check operation as well as all additional spell check queries during the current user session. When you log in again, the settings will revert to the system defaults. To return to the spell check process without changing any settings, click Cancel.
Online Library - The application offers an online library feature for posting sales and marketing collateral, company announcements and more. Users with full access to Library functions can upload files, delete files, add and delete folders and sub-folders, rename folders and documents and move folders and files. Other users may have read-only access. The Library works much like a Windows-based file directory. To begin, click on Library from the top navigation bar on any page. The left-hand pane contains all folders available to Library users for your company database. To access the contents of a folder or sub-folder, simply click on that folder in the left-hand pane; the contents will display in the right-hand pane.
To access a document, simply click on the file name in the right-hand pane to launch the document.
To add a new document, click on the Upload File button in the gray bar. The system will prompt you to locate the desired document on your computer or network. Clicking on New Folder allows you to add and name new folders or sub-folders.
To rename, move or delete a document or folder, click the checkbox next to the document or folder and then click the desired button in the gray bar.
Campaigns – set up a new Lead Source or edit an existing Lead Source record by clicking the Campaigns button at the top of any screen. Click Go to save.
Archive – allows records to be moved from the active database to the archives. Search is available within the archives. These records can be held in archives indefinitely, deleted or restored to the active database.
Security and Account Privileges – Each user account has a policy-based security profile by which the user is allowed access only to those records and system features to which they are entitled. Contact your administrator to discuss adding additional features to your account.
Support
Online Help – help screens are available on each page within the online application by clicking the yellow Help Guide button.
Technical Support – for additional technical support, please contact your company administrator.
www.leadmaster.com.au
