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Social Networks Tab Customer

 

The Social Media tab contains a customer's other means of communication, such as instant messenger accounts and social network profiles. You can also add a photo of the customer for reference.

 

Instant Messaging

The customer's instant messenger accounts and/or social networks, added in order to further improve your overall contact with that customer.

To add an account, click . A new window appears. For a description of the window, click here: Create - Social Media Contact Window.

    • To edit an account, click Edit Icon . A new window appears. For a description of the window, click here: Edit - Social Media Contact Window
    • To delete an account, click Delete Icon. A confirmation window appears. Confirm your decision.
    • To mark a social medium as favoured by the customer, select the account's radio button in the Preferred column. Now if you customise the Customer Browse to include the Preferred Social Media Contact, the selected favoured social medium appears in the table for this customer.
Photo

A photo of your customer.

    • To upload a photo, click and select the image. The image appears on the the Social Media and Contact Summary tabs.
    • To permanently remove an existing photo from this customer's Display, click .
Click to modify the tab.
Click to apply any modifications.
Click to terminate the modification process.

Click to create an estimate for a project of this customer.

When you click on this button, you are taken to a new page. For a description of the page, click here: Quote Create.

Click to create a project for this customer.

When you click on this button, you are taken to a new page. For a description of the page, click here: Project Create.