Feature Enhancements

1. Log into LeadManager as an administrator.
2. Click your name, and from the Reporting menu, click Custom Reports.

3. Click the Create New Report button.

4. From the Base Data drop-down field, select System Change Logs.

5. In the Report Title field, type a name of the report.

This is a mandatory field.

6. Click the Step 2 button.
7. In the Add Filters window, go to Column> System Fields drop down field, and select one of the following values:
   • Log Actor
   • Log Date

8. Select an operator, value, and then click the Save and Run button.

• Similar to prior functionality, you cannot drag fields and drop them outside the group/section to which they originally belonged, or sections out of the groups to which they belonged.

For example, in the screenshot below, when you drag the Date of Birth field listed under Borrower Details, you can only drop it to a location that is also within the Borrower Details section. If you attempt to drag and drop a field outside of its section, the field will move to the row closest to the section to which you wanted to move.

To move a field out of its section, use the Edit field option.

• Groups and sections listed on the Form Builder page are expanded by default. You can collapse the panel for easier dragging and dropping.

• You can also click the Collapse All button on top of the Form Builder page to collapse all panels.

• To drag and drop rows, click the columns that do not include actions/links such as Edit, Delete.

• Drag and drop on the Script page will be available in a future release. All other admin pages with the arrows have been updated with this release.
• Sample of admin pages where this feature has been enabled:
  • Form Builder
  • Lead Distribution
  • Lead Prioritization