CloudLink Ideas Portal

View to Customer Loyalty Status

If Dealers are using Customer Loyalty Discounts in DBS/ERPs a way to show the status on the Customer Page. This would highlight to Sales & or Marketing that Customer is "Gold Level Loyalty" etc. "PCC Discount"

Should be visual on Customer Page

With Filtering Options in Advanced Search

  • Jayme James
  • Nov 1 2019
  • Needs clarification
  • Attach files
  • Admin
    David Vuong commented
    March 18, 2024 15:50

    Please provide more detail on the loyalty information that's available in DBS. For example, is it a single field or a combination of fields?

    For AX customers, is there an equivalent in that ERP?



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