Social Media in G5
Recording Social Media Accounts
G5 does not link directly to any social media sites. However, Households, Contacts, and Companies can all have social media accounts recorded on the Detail tab of their record, in the Communications card.
When entering a social media account, set the description to the name of the social media, then enter the URL to their account.
Filtering by Social Media Account
Use the Web Site filter with the Operator set to “Contains”. Enter a text value stating the name of the social media account type you want a list of. You can then apply additional filters, like Status, as needed.
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