OnBoard Day 09 - Connections

The upper right corner of each contact has 6 icons which allow you to communicate with your contact through different social media networks.  If the Social Network connections are setup and the Connection field for that social network has been entered, then the icon will be in dark gray indicating that you can use that method of communication.  Click on the dark gray icon to send messages through Facebook, Twitter, LinkedIn, Email and SMS Texts.   The Elephant icon is for connecting an Evernote notebook to a Realvolve contact.  When you setup a notebook connection, the URL for that notebook will saved in the Evernote field under the Connections section for that contact.  

Note: Only one Evernote notebook can be connected to a contact at a time.


To visit the social media website for the contact, click on the Connection icon located in the Contact tab. The example above shows where to click when visiting the contact's Facebook page.  Each icon in the Connections section will take you to the associated website indicated.

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Comments

  • Avatar
    Scott Hale

    is there a way to auto search for there twitter, instagram, facebook and so forth accounts if you dont know them ?

  • Avatar
    Gary Hall

    Sorry but there is not.

  • Avatar
    Scott Hale

    so the best thing to do is use zapier and full contact then?

  • Avatar
    Gary Hall

    Yup!

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