Managing social network profiles

For contacts, the profiles of social networks can be stored and then opened from within the CRM in the standard browser.

  • A button below the picture (+-button) opens the social network list of the contact.
  • Select the network name and complete the access profile.
  • Using drag and drop, a profile URL can be dragged from the browser into the list and then saved (if supported by the browser).
  • Clicking the social network icon in the list opens the profile of the contact in the browser.
  • If the CRM user is registered at, for example, Facebook, the information released by the profile can be viewed.
Info

Admin: The list of the social networks can be managed under Administration/Contacts/Social net­works.

JustRelate CRM does not support registering the current CRM user or the own company with social networks. This needs to be done manually in the browser (recommended option: stay logged in).