Adding social media references for accounts and contact persons
Menu paths
- Customers à Reports à Accounts à Search
- Customers à Reports à Contacts à Search
Introduction
This page allows you to add social media to accounts or contact persons.
Roles and rights
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To allow the main contact person of the reseller to have web access, function right 121 – Allows to give web access to main contact person of reseller is required. Users with the Customer manager or Reseller manager role have this function right.
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To allow the main contact person of the supplier to have web access, function right 488– Allows to give web access to main contact person of supplier is required. Users with the Supplier manager role have this function right.
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To view the contact card, function right 524 – View account card is required. Users with the Customer manager role have this function right.
Notes:
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For more details on function rights, go to System à Setup à Security à Function rights.
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For more details on roles, go to System à Setup à Security à Roles.
What version are you using?
The information in this document is based on product update 252.
How do I add social media for accounts?
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From Customers à Reports à Accounts à Search, define the required fields, and then click Show.
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Click the required account hyperlink under the Account name column.
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Click Add under the External References section. The External reference page will be displayed.
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Select the type of social medium to be added at Type.
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Type the web site address used in the respective social medium of the account at Link, for example, “www.twitter.com/paintworldinc”.
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Click Save.
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Click Close to exit.
Keep in mind: All fields with the “!” icon are mandatory.
How do I add social media for contact persons?
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From Customers à Reports à Contacts à Search, define the required fields, and then click Show.
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Click the required contact person hyperlink under the Contact: Last name column.
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Click
Add under the
External References section. By default, this section is not displayed in the contact card. To customize the sections to be displayed, click
Customize.
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On the External reference page, select the type of social medium to be added at Type.
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Type the web site address used in the respective social media of the contact person at Link, for example, “www.twitter.com/james”.
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Click Save.
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Click Close to exit.
Keep in mind: All fields with the “!” icon are mandatory.
Buttons
Save
Click this to save the details of the external reference.
Save + New
Click this to save the details of the external reference, and to add a new social medium reference for the account or contact person.
Close
Click this to exit.
Fields
General section
Type
Select the required social medium of the account or contact person, as described in the following:
- Blogger
- E-mail
- Facebook
- GTalk
- LinkedIn
- MSN
- Office communicator
- Other
- Skype
- Twitter
Link
Type the web site address used in the respective social medium of the contact person. This is mandatory.
Note: For a Facebook external reference, define the Facebook username at this field. When you click the username under the
External References section on the account or contact card, you will be directed to http://www.facebook.com/<username>
.
Related documents
| Main Category: |
Support Product Know How |
Document Type: |
Online help main |
| Category: |
On-line help files |
Security level: |
All - 0 |
| Sub category: |
Details |
Document ID: |
19.439.931 |
| Assortment: |
Exact Synergy Enterprise
|
Date: |
25-11-2013 |
| Release: |
|
Attachment: |
|
| Disclaimer |