Welcome to DialSource Base Camp! We’re excited to have you with us. Through Base Camp, you now have a centralized resource which will provide you with everything you need to reach peak performance with DialSource!
Overview Back to Top
This article will give you the guided tour of Base Camp, your one-stop resource for all things DialSource! Through Base Camp, you can stay in touch with the latest DS info (News and Updates), access all our Guides and FAQs (Library), discuss ideas and best practices (Community), as well as help influence the development roadmap (Feature Requests). Sound exciting? It is! In the document, we'll walk you through everything from signing up, to becoming an active participant in the company direction. Let's get started!
Getting Started Back to Top
All you need to do to take advantage of everything Base Camp has to offer is sign up. Luckily, signing up is easy! Within a minute or two, you'll be posting, voting and commenting up a storm ...
Signing Up Back to Top
To sign up, just click the “Sign in” link in the upper right hand corner of the screen. If you've ever interacted with our support team before, we've already created an account for you, so all you have to do is click the "Get a password" link:
If you're new to DialSource and don't have an account, just click the "Sign up" link and complete the short sign-up form. If you're not sure, don't worry - going through the Sign up process will verify whether or not you already have an account. Remember, you should sign up using your work email, as this will allow you to check the status of any tickets you do submit.
My Profile Back to Top
Your name will show up in the upper right hand corner of the screen, where you'll have access to "My profile." Here, you can update your information so the community can know a little more about you. Clicking "Close" will automatically upload any changes:
Submitting a Request Back to Top
If you need to contact Support, the best way to do that is by submitting a request. The request form can be located by clicking the "Submit a request" link that appears next to your name and picture at the top of each page:
That link will take you to the "Submit a request" page, where you'll fill out a short form.
Based on what you enter in the subject line, Base Camp will automatically suggest articles that might be relevant to you.
Once you submit your request, you'll receive a confirmation email that your request has been received, and someone will contact you shortly!
Once your account setup is complete, you can also submit a request by sending an email to firstname.lastname@example.org.
Base Camp Resources Back to Top
Once you've logged in, you'll have full access to all Base Camp has to offer. From the homepage, there are four main sections you'll want to explore and utilize.
News and Updates Back to Top
This is a great first stop when logging in. Here you'll find important DS updates, status reports, notifications of maintenance windows, etc. Think of this as the office water cooler. You'll be able to view and comment on news posts just like any other posts in the Base Camp community.
Library Back to Top
Looking to help a new user get started, introduce an experienced user to a new feature, or learn how the DialSource team maintains their radiant smiles? (Okay, maybe not that last one - that's a trade secret - but the rest is all yours.) Welcome your knowledge base where you'll find User guides, FAQs, as well as some general how-to articles:
We've got a pretty good base of documentation already in Base Camp and we're adding to it every day. So if you have a question about how something in DialSource works, there's a good chance you can find your answer here. But if not, let us know and we'll get something created to address it.
Community Back to Top
Or, in Base Camp terms, the bonfire. Chat with other users, swap best practices, post your questions and answer others' here. (Hint: if you're new to the community and want to know how our other clients are setting new records with Denali, this is a great place to visit and start the discussion!)
In the Community, you can view and comment on community posts, as well as post your own. We have topics for feature requests for both the Salesforce and MS Dynamics versions of Denali, as well as a wide variety of discussion topics:
To create a post, just click the "New post" button up at the top. Don't forget to choose the topic you want your post to be applied to:
Feature Requests Back to Top
This is perhaps the area we're most excited about! Not only can you submit your own feature requests, you can also view, discuss, and most importantly, vote on feature requests submitted by other users. If you've got a great idea for a new feature, select your version of Denali head to that area of the Community.
If someone else had the same idea as you, that's great - requests with a large number of community votes will get more attention in the development process. To vote on an existing feature request, navigate to the article and click that "up" arrow:
If you don't find an existing suggestion for your great idea, you can submit your feature request by clicking the "New post" button in the top right hand corner of the screen. Then, write a summary of your feature request and click Submit.
Voting an commenting are extremely important as they help us gather feedback about the features and functionality that would be most beneficial to our users. To help prioritize your interaction, you can sort the list of existing feature requests by votes, recent activity, number of comments, or newest post. You can also filter by status, so you can filter out requests that have already been built or track the status of requests that are coming up on the roadmap:
Search Back to Top
Regardless of where you are in Base Camp, you can always search the Library articles and community post content using the search bar that shows up at the top of every page. If you're looking for a specific topic, this is a great place to start:
My activities Back to Top
In the "My activities" section, you'll be able to view your support requests and their status, your community contributions, shortcuts to any content you're associated with, as well as manage your subscriptions to the content you're following.
My requests Back to Top
Each support ticket you've submitted is quickly accessible under "My requests." You can easily review the last activity, their current status and add comments:
In the "Requests I'm CC'd on" section, you can see support requests from other members of your organization where you're copied:
You can also search your requests by keyword:
If you're an admin for your company, ask us about the ability to see all requests associated with your Organization:
Contributions Back to Top
The "Contributions" section keeps track of each on your valuable posts, including Feature Requests, other Community activity and your Article comments:
Following Back to Top
Finally, in the "Following" section, you'll get an easy view of all the content you're currently subscribed to, as well as the ability to unfollow if you so desire:
Summary Back to Top
That should about do it in terms of showing you the ropes of Base Camp. There's no better resource for you to view all of your support tickets, review documentation, and interact with the rest of the DialSource community than right here. If you haven't already, go sign up! We can't wait to see all of your fantastic Feature Requests and have you as a part of our community.