{"id":3874,"date":"2013-05-14T06:20:24","date_gmt":"2013-05-14T06:20:24","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=3874"},"modified":"2013-05-14T06:20:24","modified_gmt":"2013-05-14T06:20:24","slug":"sage-crm-7-2-facebook-component","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/05\/14\/sage-crm-7-2-facebook-component\/","title":{"rendered":"Sage CRM 7.2 Facebook Component"},"content":{"rendered":"

Being social is a must in today\u2019s world; no matter if it\u2019s an individual or organization. Any means which let you connect to larger set of audience is good for the growing business. Over the recent years sites like Facebook, Twitter have served the purpose well. Considering this, new version of SageCRM 7.2 has also come up with a component to integrate some of the features of Facebook.
\nOur Other Blogs :<\/strong><\/em><\/span>\u00a0Sage ERP X3<\/a>\u00a0|\u00a0Sage 300 ERP<\/a>\u00a0|\u00a0Salesforce.com<\/a><\/strong>
\nIf you are a sales person, you are always up for getting more information of the person you will meeting for every opportunity. If you are a customer service agent you may be interested in the profile of Customer Company in order to get more clarity on the business involved as well as other relevant details. Calling will be faster and will surely save costs.
\nThe Facebook for Sage CRM component links Facebook profiles to your Persons and Facebook pages to your Companies. Once this is done, you will be able to get basic public information about a contact or a company, without having to leave SageCRM! The Facebook component is available for download at the Sage CRM Market Place.
\nTo install the component below instructions can be followed
\n1. Take CRM database backup
\n2. Login to CRM.
\n3. Go to Administration\u00a0<\/strong>|| Customization\u00a0<\/strong>|| Component Manager<\/strong>.
\n4. From the Add Component<\/strong> panel, browse the component ZIP file, and select Open<\/strong>.
\n5. Select the Upload New Component<\/strong> button. The Component is added to the Available Components list.
\n6. Once the Facebook component becomes part of your list of available components, you can just select it, and select Install<\/strong>.
\nLinking a Person to a Facebook Profile page in Sage CRM<\/strong><\/span>
\nIn the context of a Person in Sage CRM, you will see a new field \u201cFacebook Profile<\/strong>\u201d once the component has been installed. Select Change, and then click on the Facebook icon that appears to search for the Person\u2019s profile page.
\n\"\"<\/a>
\nThe following pop-up window will appear:
\n\"\"<\/a>
\nOnce you have saved your change as well as the person\u2019s record, you will be able to easily access the Facebook profile of the person by clicking on the Profile link in the Person Summary<\/strong> tab. This will open the profile page in a new window, but not in Sage CRM. You will also be able to easily access the profile of the person by clicking on the Profile link in the Person Summary tab. This will open the profile page in a new window, but not in Sage CRM itself.
\nLinking a Company to a Facebook Page<\/strong><\/span>
\nIn the context of a Company in CRM, you will see a new \u201cFacebook<\/strong>\u201d field once the component has been installed. Follow the same procedure as before to link the company to a Facebook page.
\nFor example, if you are looking for Sage CRM:
\n\"\"<\/a>
\nOnce you have saved your change as well as the company\u2019s record, Sage CRM will try and retrieve the company\u2019s profile picture. If a picture is found, then it will replace the company icon at the top of the screen.
\nFrom\u00a0<\/strong>
\n\"\"<\/a><\/strong>
\n<\/strong>
\n<\/strong>
\n<\/strong>
\nTo <\/strong>
\n\"\"<\/a>
\n 
\n 
\n 
\nIn the Company Summary tab, you will also have two Facebook links:
\n\u2022 Profile: opens the Facebook page in a new window.
\n\u2022 Feed: opens a pop-up tab in Sage CRM with the company\u2019s news feed, as well as information about the people who like this page.
\nNote:<\/strong> To close the tab, click on the Feed button again.
\n\"\"<\/a>
\nFinding a Company or a Person<\/strong><\/span>
\nIf you search for a company or person, Sage CRM will display a link to the company or person\u2019s Facebook profile beside their name.
\n\"\"<\/a>
\n <\/p>\n","protected":false},"excerpt":{"rendered":"

Being social is a must in today\u2019s world; no matter if it\u2019s an individual or organization. Any means which let you connect to larger set of audience is good for the growing business. Over the recent years sites like Facebook, Twitter have served the purpose well. Considering this, new version of SageCRM 7.2 has also\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[46,71,72,73,148,177,219,285,289,332,337,351,387,1,423],"tags":[],"class_list":["post-3874","post","type-post","status-publish","format-standard","hentry","category-button-sage-crm","category-company","category-component-sage-crm","category-configuration","category-facebook","category-hyperlink","category-list","category-person","category-pop-up","category-sage-crm","category-sage-crm-7-2","category-screen-sage-crm","category-summay","category-uncategorized","category-view"],"yoast_head":"\nSage CRM 7.2 Facebook Component - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/05\/14\/sage-crm-7-2-facebook-component\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sage CRM 7.2 Facebook Component - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Being social is a must in today\u2019s world; no matter if it\u2019s an individual or organization. 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