Support Forums/Announcements
Release Notes - April 16, 2009
Leads360 Support April 22, 2010
File Attachment and Storage Updates
Since launching our File Attachment and Storage tool, we’ve received valuable feedback to help us optimize this feature, making it more powerful and easier to use. Here are some of the updates:
New Zip File Format
In addition to the current file formats (e.g. Word, PDF, Excel, and Jpg), the LeadManager now supports Zip file attachments of up to 4 MB.
Adding an Attachment from a Lead to a Manual Email
You may now add a file attachment associated with a lead directly to a manual email. We’ve removed the need for you to download files to your desktop before attaching them to an email.
Selecting from a List of Attachments
Previously all file attachments associated with an email template were automatically included each time a manual email was sent. We’ve improved this feature by allowing you to select individual files from a pre-defined list, giving you greater control over your email attachments.
For more detailed instructions on using the File Attachment and Storage features, please see the File Attachment Help document.
Dashboard Milestones Report – New Campaign Filter
A campaign filter has been added to the User and Group views of the dashboard milestones report interface, allowing you to drill down into an individual user’s or group’s milestone metrics.
Dashboard Milestones Report
Email Result Summary Report Update
We’ve made a small but important change to the Email Result Summary Report (Reportsà Email Reports à Email Result Summary). This report is provided to give you insight into your email deliverability, but in a few cases it’s caused a bit of confusion. We have changed the title of the “Total Emails Sent” metric to the more accurate “Total Verified Email Results”. This metric shows the total number of emails for which a response has been returned by an ISP (e.g. AOL, Hotmail, or Yahoo). In some cases this may be lower than the number of emails actually sent from your account because an ISP may not always return a response in a timely manner.
Email Result Summary
Bug Fixes
With this update, we have fixed two errors that were occurring for some of our users.
LenderSafe Error
Some users reported errors when selecting fields within the formbuilder to be included in the LenderSafe lead form. This problem has been resolved and is now functioning correctly.
Nip in Bud Report Error
Some users reported errors when selecting date ranges within the Nip in Bud report. Specifically, adding a date in the “to:” field of the date range filter was causing the report to error. This problem has been resolved and is no functioning correctly.
Email Attachment and File Storage
The new file attachment feature allows you to attach files to email templates as well as manual emails, expanding your ability to efficiently send documents to your leads. In addition, the new file storage feature allows you to attach these same files to your leads for future reference.
By default, each account is provided with 5 MB of storage capacity, while capacity may be added, for an additional fee, through the new File Storage Settings page within the LeadManager.
Adding Attachments to Email Templates (Administrators only)
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1. Go to Manage Emails on the Administration submenu and click Add New Email |
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2. Add a title, email addresses and content to your email template and click Submit |
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3. From the Manage Emails page, select your newly created template and click Edit |
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4. When the Add/Edit Email page is displayed, an Attachments section will now be available at the bottom of the page.
Note: Supported file formats are .csv, .doc, .gif, .jpg, .jpeg, .pdf, .ppt, .text, .xls, .xlsx, .zip
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5. Your current file storage usage is available at the right corner of the Attachment section along with File Storage Settings button.
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6. Click Browse to upload a file from your computer and enter a description
Note: Individual file size is limited to 4 MB
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7. Once uploaded, you will see a record in the List of Attachments, including: · Date added · File name · Description · File size · User name · Options to view or delete |
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8 Once an email template with an attachment has been sent, the attachment may also be accessed from the Edit Lead page for the relevant lead |
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Adding Attachments to Manual Emails (Administrators and Users)
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1. Go to Lead Management: View Leads, and select Send Email within the right-click option menu
—OR—
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From the Edit Lead page, click Send Email within the Options menu
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2. When the Email popup is displayed, select an email template and click Build Email. The default email content and the attachments will be available.
In addition to the attachment in the email template, attachments in the Edit Lead page for the specific lead will also be available.
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3. Click the check box to select the files to be included in the specific email.
Note: The attachments available with the email template will be default checked.
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4. Clicking View will open the attached file in a pop up window. |
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5. To add additional attachments, click Browse and upload the required file. Add a description and click Upload
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6. Click Send Email to send the email along with the attachments
When the email is sent, the attachments will be available with the lead in Edit Lead page
Note: When you reach your file storage limit, the attachments will be emailed but will not be attached to the lead
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Adding Attachments to Leads (Administrators and Users)
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1. In Edit Lead page click Browse and upload the file
2. Add the description and click Upload. The file will be instantly added to the lead |
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3. The attached files will be listed in List of Attachments.
4. Clicking View will open the attached file in a pop up window.
5. Clicking Delete will remove the file from the email.
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Managing File Storage Settings
Administrators can manage file storage capacity from the File Storage Settings page accessible from Edit Lead, Add/Edit Email and Client Settings page.
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1. Go to Preferencesà Client Settings and click Edit File Storage Settings at the bottom of the page
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2. Your current file storage limit will be default selected in File Storage Limit
3. Your current monthly cost and current usage will also be displayed
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4. To increase the file storage limit select an appropriate limit from the drop down and click Apply or Submit.
On clicking Apply the monthly cost and the usage will also be updated.
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5. You can also reduce your file storage limit to 5MB which is the default limit available to all clients for free.
Note: You may not reduce the file storage limit below your current usage
Based on whether you increase or decrease your file storage limit your billing records will be instantly updated. Fees will be pro-rated (fee/remaining days in the month) as necessary
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6. You can also check the option to automatically increase file storage when storage limit is reached. The file storage limit will automatically be increased by 1GB
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