The following solicitation preference is defined at the "Web/Social Media" communication method level:
· Do Not Allow System Notifications
By default, icons have been defined for Facebook, Twitter, and LinkedIn.
To add a new web/social media information to a constituent:
1. From the Background Information task
category in CRM360®, click Contact
Information.
Additionally, from the CRM360 header, you can click the Edit
Contact Information link.
The Contact Information screen displays below the header in CRM360.
2. From
the Web/Social Media section, click the wrench icon and select Add
New, as shown below.
The Contact Method Details window displays, as shown below.
3. By
default, "Web site address" is selected as the Type.
Change this if necessary.
Values are populated based on the fixed CUS "COMM_TYPE"
system type.
4. By
default, "Home" is selected as the Location.
Change this if necessary.
Values are populated based on the non-fixed CUS "COMM_LOCATION"
system type.
Only one web/social media record can exist with the same Type and Location.
5. Enter the Web site address.
6. Enter any Comments, if necessary.
7. By
default, the Active checkbox is
checked. Change this if necessary.
If you uncheck this checkbox, "Inactive" will display to the
right of the website address on the Contact Information screen, as highlighted
below.
8. By
default, the Include in Directory checkbox is checked. Change this
if necessary.
When checked, this indicates the constituent’s website address will be
included in external directory reports.
9. Check
the Include in Web/Mobile Directory
checkbox, if necessary.
When checked, this indicates the constituent’s website address will be
included in external directory reports on the web.
10. By default, the Primary checkbox is checked. Change this if necessary.
Note that only one web/social media record can be primary.
5. Click Save.