1. Feature Overview
The advanced configuration page enables you to manage settings related to key features for your organization. Once enabled, settings are applied globally (for all users) across your LeadSquared account. This article explains each of these settings in detail.
- Settings on this page are only accessible by LeadSquared Admin users.
- Certain settings are available only if the associated feature is enabled on your account. Contact us at firstname.lastname@example.org if you want to enable new features on your account.
The Advanced Configuration page is available under Settings>Profile>Organization Settings>Advanced Configuration.
- Allow Date Field in CFS
When enabled, admin users can create date type fields within Custom Field Sets. One of the primary use cases for Custom Field Sets is to upload files and documents (for KYC, loan approvals, education assessments, etc.). This setting will help users capture dates associated with these document collection activities.
- Allow LOS in CFS
When enabled, admin users can add a large number of values (see Large Options Set) to drop-down type fields within Custom Field Sets. This is helpful if you want to create drop-downs with a large number of values like a list of schools/colleges, a list of doctors/hospitals, multiple locations/cities, etc. Once enabled, while associating the CFS with a lead or activity, you can upload a CSV file with the list of options instead of creating them manually.
- Allow only one user to “Mark a Task Complete” via Dynamic Forms
When enabled, two users will not be able to mark a task as complete from a dynamic form at the same time. Only a single user can mark a task as complete.
- Allow smart view task grid reload
When enabled, the Smart Views task grid automatically reloads once a task is marked as complete.
- Allow User Hierarchy Management
When enabled, admin users can create and update user hierarchies from the Manage Users page. The user hierarchy UI gives users a simple drag and drop interface to organize users according to their reporting managers (based on the ‘Reporting To’ user field). For more details see Manage Users.
- Check-in/Check-out status configuration
Allows you to configure status names and status colours for user check-in and check-out. To know more, please refer to User Management Features: Check-In and Check-Out.
The statues configured here will reflect on the Check-In/Check-Out widget.
- Configure Activity Process Button in Lead Details
Configure the display name of the Processes button, present on the Add Activity process on the Lead Details page. If you’ve configured a process to show different forms on the Lead Details page, this setting will allow you to change the display name of the button that triggers the process. To know how to add a process, please refer to How to Create a Process.
- Configure Custom Fields for User On-Boarding in Mobile App
When enabled, users who don’t have access to email inboxes can still sign-up for their LeadSquared account. This setting can help you onboard external vendors, delivery partners, or third-party service providers. To know more, please refer to Sign-up Users Without Access to Email Inboxes.
- Configure telephony ignore rules
When enabled, this setting will ignore calls from unknown numbers. This works across all telephony providers. Logs of ignored calls will still be posted in your account. To view telephony logs, navigate to My Profile>Settings>API and Webhooks>Telephony Logs.
- Disable Access of LSQ app in Iframe
This is a security setting that disables clickjacking in your LeadSquared account. When enabled, LeadSquared won’t work in an Iframe.
- Disable Lead Notes Feature
When enabled, users won’t be able to add notes to a lead -the Add Note button and Notes tab on the Lead Details page won’t be visible. This setting is helpful to prevent users from adding notes to leads and encouraging them to adhere to a defined business process (adding details in activities, forms, etc.). However, notes created via API will still be posted against leads.
- Enable anchor tag for lead name
When enabled, the lead name link that redirects to the Lead Details page in the Manage Opportunities grid will be available. You can disable this to reduce clutter, if users are working specifically on opportunities.
- Enable default tab for all users
This setting allows you to set a default tab (such as Activity History, Tasks, etc.) for all users on the Lead Details page. To do this, against the setting, click Configure, and select the default tab you want to display.
- Enable formatting of non-unique phone type lead fields
When enabled, phone type lead fields that are not marked unique, will be processed and formatted as follows –
For this to work, the default country code must be defined from the Company Profile settings (Settings>Profile>Organization Settings>Company Profile and define ‘Default Country Code’ field).
- Enable full screen mode of lead details
When enabled, the lead details page will open in full screen mode when a user clicks on a lead from a Smart Views tab.
- Enable Lead Capture
When enabled, lead capture activities (captured by the Lead Capture API) posted for duplicate leads, are visible on the Lead Details page, under Activity History.
- Enable leading zeros in phone type lead fields
When enabled, users can create phone numbers with zero as the first digits. This is helpful for phone numbers in certain countries that support zeros as the first digit of the phone number.
- Enable Opportunity – Telephony
When enabled, opportunities are integrated with telephony connectors. This allows users to perform telephony events on opportunities. To know more, please refer to Opportunity Integrations in Telephony.
- Enable Virtual Number Randomization
In telephony connectors, where multiple virtual numbers are configured, the setting randomizes the virtual number with every call placed by an agent.
- Ignore Inbound Calls
When enabled, all incoming calls from unknown numbers received through any configured telephony connector (through the call log or agent pop-up) will be ignored. This ensures that users can focus only on calls with existing leads.
- Infinite scroll in Activity History
When enabled, the Show More button gets disabled and infinite scrolling is enabled under Activity History tab on the Lead Details page.
- Redirect to lead details page
Enables you to redirect to the Lead Details page, instead of seeing the agent popup, while making or receiving calls from a lead.
- Remove Quick Add Activity Button
When enabled, the Quick Add Activity Button (on the Lead Details page) won’t appear if processes are configured to show dynamic forms in Lead Details>Add Activity. This helps eliminate clutter and ensures that users adhere to processes where dynamic forms have been configured.
- Restrict request history to owners
Users will only be able to view their own requests (lead delete, lead export, etc.), and not requests made by other users, under Request History.
- For customers with Super Admin enabled –
- Only Super Admins will be able to toggle the setting
- Only Super Admins will be able to see everyone’s records
- In non-Super Admin accounts –
- Only admins will be able to toggle the setting
- Only admins will be able to see everyone’s records
- Restrict sales user to view email template
When enabled, sales users sending emails will only be able to see their own email templates, and not email templates of other users.
- Restrict update of associated phone number
When enabled, only admin users will be able to update to the ‘Agent Phone Numbers’ associated with a user. If disabled, all other user roles will be able to update the ‘Agent Phone Numbers’ associated with their own user profiles.
- Restrict users from creating email templates
This allows you to restrict specific users from creating email templates.
- Restrict users to download activity attachments
You can now restrict your users from downloading audio files that are added as activity attachments. When enabled, your users will still be able to access and listen to the audio files. To enable this setting, click Configure, and select the audio file types for which you want to restrict user downloads.
- Show all groups filter in Smart Views
For lead tabs in Smart Views, Admin, Marketing and Sales Manager roles can see leads belonging to all sales groups, using the sales group filter. By default, sales users can only see leads belonging to his/her own group.
This setting allows sales users to view all sales groups (even the ones that they’re not a part of) in the sales group filter.
- Show Sales Group Filter for Task Grid in Smart Views
Once enabled, you can filter tasks by sales groups, on task tabs of Smart Views. You must first enable the Show all groups filter in Smart Views settings, in order for this feature to work. This setting allows sales users to view all sales groups (even the ones that they’re not a part of) in the sales group filter.
- Switch to teams UI V2
We’ve enhanced the user interface for the Teams settings page. The new interface will remove the Bulk Actions button present on the top-right corner of your screen, and will instead allow you to perform actions on an individual level for each team. This makes it easier and quicker to perform actions like Apply Holiday Calender, Workday Templates, Smart Views, etc.
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