Contact Methods: Adding a Social Media Contact


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.

Adding a Social Media Contact Method

  1. Find and edit the customer.  On the General tab, click the +Social button.  The Customer Social Address window will appear.
  2. Indicate whether this social media contact is Preferred.
  3. Select the Type of social media account.
  4. Enter the Social Address.
  5. Click OK.  The new social media contact will appear in the Contact Method List.

Notes

  • There is no direct integration with any of the social media platforms at this time.  This is simply a way to store this information.
  • 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.
Updated on Wed, 06 Aug 2025 by Dominick Mastri

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