LeadMaster Asia Pacific

LeadMaster's David Mackey, makes Angel Flight newsletter!

2011-12-05T16:24:00.003+11:00

LeadMaster is honoured to have the efforts of Managing Director, David Mackey, featured in a recent Angel Flight newsletter.

LeadMaster's latest care flight mission!

2011-11-07T13:03:00.008+11:00

Angel Flight 6965, Bankstown to Collarenebri on Saturday 22 October

Despite extensive fog and low cloud in the Sydney area on Saturday morning the forecast for the North West was for clear skies. This Angel Flight mission (Angel Flight) was to return a local family to Collarenebri (pop. 487) after they had spent a week in Sydney at Royal Far West (Royal Far West). Royal Far West provides specialist medical services to children from country locations because those services are not available in the areas where they live.

Collarenebri is a native word of the Gamilaraay galariinbaraay, meaning 'place of flowers' or 'eucalyptus blossoms'. It was settled by Europeans in 1860 and has always been an important location for the indigenous Gamilaraay people. “Collie” as it is known locally is located on near a shallow rocky ford on the Barwon River which provided a hard bottomed and shallow ford for stock and pioneering travellers.

This Angel Flight mission was the return leg and was of 2 hours duration. The same trip via road would have taken 8-9 hours.

David Mackey
Managing Director LeadMaster Asia Pacific

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David flies as part of Angel Flight Australia, which is a charity that co-ordinates non-emergency flights for financially and medically needy people.

http://www.angelflight.org.au/

LeadMaster lends helping hand to Hunter!

2011-10-17T09:17:00.017+11:00

LeadMaster Managing Director David Mackey, takes to the skies to help young Hunter reach his appointment in Sydney.

When farewelling a fellow pilot, aviators will often wish each the two best things possible..that is "..fair skies and tailwinds".

After weeks of foul weather Tuesday dawned with a pilots dream weather - 8/8ths blue! (Check one for fair skies).

Lift off from Bankstown was a few minutes late ..OK - almost 15 minutes late - but check two - a healthy tailwind saw us scooting up to Quirindi in the heart of the Liverpool Plains at almost 330km/h!

After an uneventful trip of 60 minutes we popped over the Liverpool Range near Murrurundi and dropped down into the Liverpool Plains with field after field of Canola blooming in the brightest yellow as far as the eye could see.

Keeping clear of Tiger 575 (a Navy Seahawk helicopter) on its way to Tamworth we landed to find Hunter and his mum all ready and waiting.

We loaded up, taxied out and took off just before sleepy old Quirindi was inundated with a swarm of ADF pilot cadets arriving at the airport from all points of the compass. I doubt Quirindi has seen so much traffic in years!

Hunter was a great help sitting in the co-pilots holding maps and generally being useful .. that is until he feel fast asleep about 10 minutes after take off!

60 minutes later and we arrived back at Bankstown and delivered Hunter to the friendly Earth Angel who was waiting to take them onto his appointment.

All round a lovely flight and compared to 4.5 hours by road it was a breeze.

David Mackey
Managing Director Asia Pacific

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David flies as part of Angel Flight Australia, which is a charity that co-ordinates non-emergency flights for financially and medically needy people.

http://www.angelflight.org.au/

F.A.Q – Data back up

2011-10-10T11:38:00.000+11:00

How does LM manage Data back up?

LM backs up your data every day as part of our service. In addition, the Account Owner can export all your leads at any time so you can keep them locally. Additional services are available for a fee – such as putting your data on an FTP server every day.

F.A.Q – anything missing in new My Calendar

2011-10-10T11:37:00.000+11:00

Is there anything missing in new My Calendar that old Basic Calendar used to offer?

No However , please note that appointments and reminders are not stored when moving between Basic and My calendar.

F.A.Q – switch back to the previous version

2011-10-10T11:34:00.002+11:00

Can I switch back to the previous version of LeadMaster Calendar?

Yes, you can switch back to the previous version of LeadMaster Calendar even after you have been migrated to the new version. If you decided to switch back to a previous version of Calendar, please note that you will lose any data you have entered into the My Calendar or vice-versa. The two calendars are incompatible – the system does not move appointments between Basic and My Calendar.

F.A.Q – timeout warning and extending login time

2011-10-04T16:27:00.000+11:00

When I get a timeout warning and click the button to extend my time does it add another 60 minutes?

That depends. Timeouts are hierarchical and dependent upon their settings. The order of precedence is:

Workgroup (up to 60 minutes)
System (set at 60 minutes)

Of course, the caveat to the above is that the shortest timeout takes precedence, regardless. All timeouts with the exception of the System timeout can be modified. No timeout will extend beyond the System timeout of 60 minutes.

Connections Issues & System Time Out How does the ‘Time Out’ feature work, where LeadMaster automatically logs you out?

The LeadMaster application, like other web applications, relies on constant communication between the server and the user to maintain a viable session, much the same as a phone call. The message of “Timed Out” does not convey the full range of reasons for receiving the message.

You will be ‘timed out’ if a record hasn’t been updated within the timeout period. Only clicking on the “Go”, “Submit” or “Continue” buttons are actions that will update a record and reset the System Timeout clock. Simply typing notes into a field, or selecting something from a drop down list or check boxes, will not trigger resetting the System Timeout clock. The maximum timeout available is 60 minutes.

A session can be “Timed Out” because the user exceeded the time limit for give and take communications with the application, usually caused by a blip anywhere on the Internet between the user’s pc and LeadMaster servers that caused the connection to terminate (think of a cell phone call being dropped mid conversation) or because the user was using the browsers back/forward buttons instead of the navigation within the application.

On rare occasions and this ONLY pertains to logons that have multiple people using the same logon, a user will be “Timed Out” because whomever else uses that same logon has inadvertently booted the first user off.

Does the System provide any warning prior to be “Timed Out” of the system due to 60 minutes worth of inactivity?

We sometimes hear that a user had no warning they were going to be “Timed Out” of the system due to 60 minutes worth of inactivity because they didn’t remember to save (click the Go button) before they took off for lunch, went to a meeting or had an extended phone call.

LeadMaster does have a Workgroup level setting for the “Time Out” period. While it does not allow the time out period to exceed the 60 minutes, it DOES trigger a pop-up window with a warning that in 5 minutes the user is going to be timed out.

In the event that a user did get timed out we suggest making a note of their changes on the record, copy/paste notes/comments into another application so that when you log back into the system from being timed out you can quickly paste your notes back into the record and save it with minimal time loss.

F.A.Q – System warning prior to timeout?

2011-10-04T16:26:00.000+11:00

Does the System provide any warning prior to be “Timed Out” of the system due to 60 minutes worth of inactivity?

We sometimes hear that a user had no warning they were going to be “Timed Out” of the system due to 60 minutes worth of inactivity, and how they lost of all those notes because they didn’t remember to save (click the Go button) before they took off for lunch, went to a meeting or had an extended phone call.
LeadMaster does have a Workgroup level setting for the “Time Out” period. While it does not allow the time out period to exceed the 60 minutes it does trigger a pop-up window with a warning that in 5 minutes the user is going to be timed out.
In the event that a user did get timed out we suggest making a note of their changes on the record, copy/paste notes/comments into another application so that when you log back into the system from being timed out you can quickly paste your notes back into the record and save it with minimal time loss.

F.A.Q – Diagnosing connection issues: run a ‘Trace Route’ report

2011-10-04T16:04:00.002+11:00

How do I run “Trace Route and Ping” reports? – used for determining if I am making contact with the servers in a timely manner?

Instructions posted here:

http://www.leadmaster.com/LeadMaster-Support/LeadMaster-PDF-Files/Support-Library-Files/Slow-Response-times-tracert-ping-Oct2009.pdf
Run a series of three Trace Route and Ping reports immediately upon experiencing any connectivity or responsiveness issues and forward to help@leadmaster.com .au with your user information

Default Message Board for the Workgroup

2011-10-04T13:24:00.002+11:00

In LeadMaster , when you add / edit a message board, there is an option to make that message board the default for the workgroup. When this option is selected, every user who logs on to the workgroup and does not have a specific message board associated with their username for that workgroup (see ‘Administration’ / ‘Logon Management’ / ‘Internal Settings’) will see this message board on their home page.

If more than one person checks this box, the last one checked is the message board that will be displayed.

F.A.Q – submit and retrieve leads from the CRM

2011-10-04T13:10:00.001+11:00

Do you have an API / Web service integration document that describes how to submit and retrieve leads from the CRM programmatically server side?

Yes, LeadMaster does provide web service to post data. This feature also allows the API to update opportunities.

Here’s the link to the documentation http://api.leadmaster.com/LeadAPI/LeadAPI.asmx

F.A.Q – seeing old data in the window

2011-10-04T13:09:00.000+11:00

I sometimes see old data in the window, other times I’m missing a submit button and sometimes it doesn’t seem to update the record when I click submit?

Do you have more than one session (window) open with both windows logged into the LeadMaster application – either using the same logon or different logons? This will cause issues. Please be sure you have only one session open for LeadMaster.
Security Settings can sometimes cause issues. Security should be set to ‘medium’. On a PC click on Tools / Internet Options / Security / change to medium and click apply.
Are you using the browser’s back button to navigate? You should only use the application navigation.
Do you have caching enabled? You should set your browser to check for the most up-to-date page every time and clear your cache.

F.A.Q – Data back up

2011-09-27T09:25:00.001+10:00

How does LM manage Data back up?

LM backs up your data every day as part of our service. In addition, the Account Owner can export all your leads at any time so you can keep them locally. Additional services are available for a fee – such as putting your data on an FTP server every day.

Default Message Board for the Workgroup

2011-09-27T09:22:00.002+10:00

In LeadMaster, when you add / edit a message board, there is an option to make that message board the default for the workgroup. When this option is selected, every user who logs on to the workgroup and does not have a specific message board associated with their username for that workgroup (see ‘Administration’ / ‘Logon Management’ / ‘Internal Settings’) will see this message board on their home page.

If more than one person checks this box, the last one checked is the message board that will be displayed.

Message Board - Default for the workgroup

F.A.Q – run a ‘Trace Route’ report

2011-09-27T09:12:00.002+10:00

How do I run a ‘Trace Route’ report for making contact with the servers in a timely manner?

Instructions are posted here:

Click here for instructions
To run the Trace Route ‘tracert’ report. It is recommended that you run this immediately upon seeing any connectivity or responsiveness issue.

F.A.Q – System warning prior to timeout?

2011-09-27T09:10:00.000+10:00

Does the System provide any warning prior to be “Timed Out” of the system due to 60 minutes worth of inactivity?

We sometimes hear that a user had no warning they were going to be “Timed Out” of the system due to 60 minutes worth of inactivity, and how they lost of all those notes because they didn’t remember to save (click the Go button) before they took off for lunch, went to a meeting or had an extended phone call.
LeadMaster does have a Workgroup level setting for the “Time Out” period. While it does not allow the time out period to exceed the 60 minutes it does trigger a pop-up window with a warning that in 5 minutes the user is going to be timed out.
In the event that a user did get timed out we suggest making a note of their changes on the record, copy/paste notes/comments into another application so that when you log back into the system from being timed out you can quickly paste your notes back into the record and save it with minimal time loss.

F.A.Q – What constitutes a ‘Last Action’

2011-09-27T09:05:00.001+10:00

In the LeadMaster search results you can customize the view to include the ‘Last Action’ field.

Last Action Field in Search Results
Here are the actions which will trigger a ‘Last Action’ update.
• Adding a callback/event
• Attaching a custom form
• Assigning a record
• Adding an opportunity
• Adding a quote
• Updating a record
• Assigning a campaign to a record
• Cloning a record
• Add a contact
• Attach a file
• Add notes
• Add a case
• Request an update to the record

F.A.Q – System warning prior to timeout?

2011-09-20T11:04:00.001+10:00

Does the System provide any warning prior to be “Timed Out” of the system due to 60 minutes worth of inactivity?

We sometimes hear that a user had no warning they were going to be “Timed Out” of the system due to 60 minutes worth of inactivity, and how they lost of all those notes because they didn’t remember to save (click the Go button) before they took off for lunch, went to a meeting or had an extended phone call.
LeadMaster does have a Workgroup level setting for the “Time Out” period. While it does not allow the time out period to exceed the 60 minutes it does trigger a pop-up window with a warning that in 5 minutes the user is going to be timed out.
In the event that a user did get timed out we suggest making a note of their changes on the record, copy/paste notes/comments into another application so that when you log back into the system from being timed out you can quickly paste your notes back into the record and save it with minimal time loss.

F.A.Q – What constitutes a ‘Last Action’

2011-09-19T09:55:00.004+10:00

In the LeadMaster search results you can customize the view to include the ‘Last Action’ field.

Last Action Field in Search Results

Here are the actions which will trigger a ‘Last Action’ update.

Adding a callback/event
Attaching a custom form
Assigning a record
Adding an opportunity
Adding a quote
Updating a record
Assigning a campaign to a record
Cloning a record
Add a contact
Attach a file
Add notes
Add a case
Request an update to the record

F.A.Q – ‘Time Out’ feature

2011-09-19T09:48:00.004+10:00

How does the ‘Time Out’ feature work, where LeadMaster automatically logs you out?

The LeadMaster application, like other web applications, relies on constant communication between the server and the user to maintain a viable session, much the same as a phone call. The message of “Timed Out” does not convey the full range of reasons for receiving the message.

You will be ‘timed out’ if a record hasn’t been updated within the timeout period. Only clicking on the “Go”, “Submit” or “Continue” buttons are actions that will update a record and reset the System Timeout clock. Simply typing notes into a field, or selecting something from a drop down list or check boxes, will not trigger resetting the System Timeout clock. The maximum timeout available is 60 minutes.

A session can be “Timed Out” because the user exceeded the time limit for give and take communications with the application, usually caused by a blip anywhere on the Internet between the user’s pc and LeadMaster servers that caused the connection to terminate (think of a cell phone call being dropped mid conversation) or because the user was using the browsers back/forward buttons instead of the navigation within the application.

On rare occasions and this ONLY pertains to logons that have multiple people using the same logon, a user will be “Timed Out” because whomever else uses that same logon has inadvertently booted the first user off.

F.A.Q – ‘Due not before’ and ‘Due not after’ in Task manager

2011-09-19T09:39:00.000+10:00

Can you explain ‘Due not before’ and ‘Due not after’ in Task manager?

It is time interval for account mgr/partner rep to complete the task in specific time interval after record is assigned to them.
Think of ‘Due not Before’ as equal to ‘Can’t start until after’.
Due not before can equal zero, which means the task can be completed immediately.
Due not after is the deadline. If the task is not completed by the deadline then the task is overdue and the specified actions will be taken – such as reassign the record, send an email to the manager etc.

F.A.Q – delete ‘Not Active’ User Accounts off the system without deleting any data/comments/notes

2011-09-19T09:18:00.001+10:00

Can I just delete ‘Not Active’ User Accounts off the system without deleting any data/comments/notes etc. that they may have added to a record?

Yes, you may set them to “deleted”. Notes will not be deleted, only the users logon.
Note: If the logon has any records assigned to them you will not be able to delete the logon though and will need to first reassign those leads to unassigned or to someone else.
As a “Best Practice” any time you set a logon to “Not Active” or “Deleted” please add something such as “_old” to the end of the username as well as the email address under user settings. This will help to eliminate potential conflicts.

F.A.Q – creating new logon with the existing username

2011-09-13T09:08:00.001+10:00

Does System allow creating new logon with the existing username?

If there is an existing active logon, then you will not be allowed to create another logon using the same username.
If you create a new logon and the username existed in either the “Not Active” or “Deleted” status,then you will be allowed to create the new logon with that username.
As a Best Practice, any time you set a logon to “Not Active” or “Deleted” please add something such as “_old” to the end of the username as well as the email address under user settings. This will help to eliminate potential conflicts.
As a Best Practice, we recommend that you always use a persons email address as their user ID.