Receiving Facebook Updates in a Contact Record
In a Contact Record, click the Summary tab. On the right hand side is the Social Media Activity section.
Note: To receive Facebook status posts for a contact in Top Producer, they must be added as a friend in your Facebook friend list.
- Click the Facebook tab, then click the Search & Link icon.
- A popup will appear allowing you to search Facebook. By default, Top Producer will attempt to search by the Primary Name provided in the Contact Record. If necessary, you can always perform a different search by Profile Name, Page Name, or by the Social Media UserID or Profile Link.
- The list of search results will display the Profile Picture, Name, and the Type of page. Once you have located the correct person, click Link to Contact.
Tip: Clicking View will open the full-page profile of this person. This is useful if there are multiple search results and you cannot determine which one is correct based upon the information in the list.
- You will now receive post updates for this contact under the Facebook tab. By default only the three most recent posts made to Facebook are displayed, to change the amount of posts to display see, Setting up Facebook Integration. The pages that the contact Likes in Facebook will display at the top of the three most recent posts.
In addition, their profile image will be displayed in the Contact Record Header, and will be updated if the contact changes the image in their Facebook profile.
Unlinking Social Media
If you no longer wish to receive Social Media Updates for a contact, click the Facebook tab, and then select Unlink link.
Note: To receive Twitter updates see Receiving Twitter Updates in a Contact Record.
