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Lead URL column

Casey Z. shared this question ago

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Is there a way to output lead URLs on a report, so that someone who is logged in to IO can link back to the lead from the report?

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Comments (3)

Greg H. ● 18 months ago

could you use the same code that is used on a statement that produces the linkable invoice number?

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Casey Z. ● 18 months ago

I don't know where that comes from.

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Greg H. ● 18 months ago

that is on the statement that make it clickable for the client to see each invoice

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Casey Z. ● 18 months ago

If those are for your clients, they will link to the contract or invoice. I need a link to the lead.

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Chad B. ● 18 months ago

What kind of report are you running?

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Casey Z. ● 18 months ago

I'm making a report to export lead info to Staffmate, so I can use Staffmate for scheduling casino dealers. I want to see if I can get a link in staffmate to link directly to the lead in io.

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Susan M. ● 18 months ago

This will be available as a new column ‘Lead Link’

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Casey Z. ● 18 months ago

Thank you, Susan!

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Susan M. ● 18 months ago

Yes, can you give me an example of the report you are running?

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Casey Z. ● 18 months ago

Staffmate is the name of the report

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Susan M. ● 18 months ago

I am going to see if we can possibly make the Lead ID column a clickable link if added to the report

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Casey Z. ● 18 months ago

I'm not sure if that will work. I'm trying to make a report that I can import into StaffMate. I probably need a full URL, because I doubt that a clickable link will transfer the necessary info into StaffMate.

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Susan M. ● 18 months ago

Any link/url will need them to be logged in to IO...they will be, correct? Even if it's a copy/past link?

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Casey Z. ● 18 months ago

That is correct. This will be for me, or the other person scheduling staff for events. This won't be for regular employees. A copy/paste link is just fine.

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Greg H. ● 18 months ago

Susan the clickable links on my statement invoice numbers are for my clients they are not logged in when i send them a statement wouldnt that work for casey?

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Susan M. ● 18 months ago

He wants the link to take him directly to the lead within IO...so a little different

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Casey Z. ● 18 months ago

Susan, can we get this added? Chad figured out how to do this with an automation, so it should be something that devs can add. The automation is a little clunky, and adds unnecessary clutter to my lead page.

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