Social Networking Links in the CRM

Sunday, February 28, 2010

Social Networking Links in the CRMIs 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=

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
Get this widget!

Powered by Orchid Suites
Orchid ver. 4.7.6.