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Social contact method
WHAT IT IS

This is a new, optional contact method that has been added to store Social Media account information. When enabled, this will appear alongside the existing Phone, Address, and Email contacts.

WHAT IT DOES

This feature stores social media information—there is no direct integration with any of the social media platforms at this time.
Social contact methods can be selected for Notifications, but function like a Phone Call notification meaning nothing happens automatically. This is strictly for recording purposes.

HOW IT WORKS

To Set-Up:
Note: In order to use the Social Media Methods feature you must first enable it using the available System Option, and then define your desired Social Media Types.
  • System Option:
  1. Click Administrative → System Options.
  2. Scroll down to Customer Options.
  3. Set the Show Social Button on Contacts Screen option to True.
  • Social Media Types:
  1. Click Administrative → Advanced Settings → Social Contact Methods. The Customer Social Contacts window will appear
  2. Click add.
  3. Enter the Name, Service Address, and Store Username (optional) for this social media type, then click Save.
  4. You can use Edit to make changes to existing entries or Delete to remove them.
  • To Add a Social Contact Method
  1. Find and edit the customer’s record.
  2. Click the +Social button in the Contact Methods section on the General tab.
  3. Select the Type and enter the Social Address, then click OK.

EXPAND YOUR EDGE EDUCATION

To learn more about utilizing the Social Contact Method feature, click below or visit EdgeUser.com and search Social Contact Methods in the Customers section. You’ll also find an easy-to-skim tip sheet.

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