Software for Party Rentals, Events, and Services

New Topic

Lead URL column

Casey Z. shared this question ago

Answered

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?

The same question

Comments (3)

Greg H. ● 2 years ago

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

f129e6951c12b9392777e0e6d5dd95ae

Reply URL

Casey Z. ● 2 years ago

I don't know where that comes from.

URL

Greg H. ● 2 years ago

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

URL

Casey Z. ● 2 years ago

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

URL

Chad B. ● 2 years ago

What kind of report are you running?

Reply URL

Casey Z. ● 2 years 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.

URL

Susan M. ● 2 years ago

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

URL

Casey Z. ● 2 years ago

Thank you, Susan!

URL

Susan M. ● 2 years ago

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

Reply URL

Casey Z. ● 2 years ago

Staffmate is the name of the report

URL

Susan M. ● 2 years ago

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

URL

Casey Z. ● 2 years 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.

URL

Susan M. ● 2 years 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?

URL

Casey Z. ● 2 years 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.

URL

Greg H. ● 2 years 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?

URL

Susan M. ● 2 years ago

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

URL

Casey Z. ● 2 years 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.

URL