Q: How can we link directly from our customer information system (CIS) to BEACON? We want to give our customer service team the ability to jump from an external system directly to an account card on the Monitor page. A:…
Q: How can we link directly from our customer information system (CIS) to BEACON? We want to give our customer service team the ability to jump from an external system directly to an account card on the Monitor page. A:…
The Deep Links page lets Admin users create and edit links to specific records in systems external to BEACON. Before you begin, see Deep Links Data Exchange for instructions on how to create Deep Link filters and import unique identifiers…