Social Networking Links in the CRM
Sunday, February 28, 2010
Is there any way I can
link a contact person's key social networking links to his record? For example,
I'd like to be able to make a single click on somebody's record and view his
twitter stream.
Easily done. First, you need someone with supervisory rights to do a wee bit of setup.
1. In the DropDown definitions (Supervisory/System Setup/Drop Down Maintenance) add the PhoneType Twitter.
2. Open the mo.ini file, and in the [Phones] section (to us, everything is a phone. go figure.) add the definition twitter=http://twitter.com/
That all the setup that is needed. Just record a person's twitter username along with her phones, emails, and web site. Make sure you give it the type twitter. The account/number should just be her username. At any time, if you double-click on it, your browser will open and take you right to their twitter stream.
You can do the same for linkedin or any other popular networking site.
| Tip Category | CRM |