From the View Contact Screen, click on the Additional Details Bar

Overview

Because smaller screens don't lend themselves to high numbers of fields, some of the fields, such as Additional Name Types, and Social Networks that you may not access as often, are in their own expansion sections.

When you fill in a social media address, the icon on the View Client Screen will turn from grayscale to a colored logo.

Additional Types

Click on the field to drop down the list of Name Types.

To delete an Additional Type, click on the X next to the Type.

Social Media Addresses

For Social Media links, do not use the entire address.  Only use the ID.  Examples of various ID's are shown below.

Facebook ID

An example of only using the Facebook ID is:

Facebook Example

AdvisorsAssistant

Linkedin ID

Linkedin uses slightly different ID's for individuals vs companies

Linkedin Individual Example

in/patdempseycms

Linkedin Company Example

company/advisors-assistant

Twitter ID

An example of a Twitter ID is shown below:

Twitter Example:

AdvisorsAssist

Google+ ID

Google+ ID's begin with the "+" symbol.

Google + Example

The following example is provided with the user's permission.

+BradleyFlick

See Also

Individual Contacts

Individual Additional Details