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2010 Facebook etc. sticky (remember my selection)?

Tuned Listener
Posts: 58
Country: United States

2010 Facebook etc. sticky (remember my selection)?

[ Edited ]

I spent an hour on the phone with a tech that didn't seem to have ever used 2010. What I need to know is how to get the Web Info tab to remember my selections once I have fought through 500 name matches. Example: I go to a contact, go to Web Info, click on Facebook, look through all the matches for the name, select the correct person. Now, if I go to another contact and then come back, I am back to square one.

 

I have looked at the edit links listings and there doesn't seem to be any automatic way to modify the link. The results URL listed is just a simple search. Do I have to do the advanced edit and enter the data by hand? This seems like a useless function if that is the case, and I can't believe Sage would be that stupid.

 

Does anyone know how to get the info to stick???

 

 

Also, when I went to the Google maps link, it only picked up the city from the contact, not the full address...

Message Edited by hennesseystealth on 11-24-2009 11:24 AM
Tuned Listener
Posts: 58
Country: United States

Re: 2010 Facebook etc. sticky (remember my selection)?

PS I did find out that if you modify the "edit links" listings, it is a global change. So, if you manually modify the link using "advanced edit" to make one person's data stick, that data will show up for EVERY contact.  So much for that idea...
Tuned Listener
Posts: 58
Country: United States

Re: 2010 Facebook etc. sticky (remember my selection)?

The answer is NO, this isn't a feature of 2010. I guess they need to train their sales folks.  Here is a link to a work around that requires adding a field to your database and having extra code sitting on your hard drive.

 

http://community.act.com/sage/board/message?board.id=ADN_Downloads&thread.id=277 

Tuned Listener
Posts: 58
Country: United States

Re: 2010 Facebook etc. sticky (remember my selection)?

PS Since ACT! is suppose to be a business package, I am hard pressed to figure out why they say there is no equivalent workaround for LinkedIn or Plaxo...
Moderator
Posts: 4,395
Country: USA

Re: 2010 Facebook etc. sticky (remember my selection)?

The Google Maps link will pull the address fields.  By default it will pull Address 1, City, State, Zip Code, and Country.  If you renamed any of the fields, you will need to modify the existing link to pull the correct fields.

 

---------------

 

The default Facebook link is for searching the contact's name.  It will not provide you a direct link to the contact's profile.

http://www.facebook.com/srch.php?nm={Contact.Contact}

 

If you want a direct link to their profile, you'll have to create a new link or modify the existing Facebook URL.  There are a couple ways to do this.

 

Option One:

Create a new website field in ACT! and copy a direct link to their profile

Ex: http://www.facebook.com/home.php#/barackobama

Now create a new link in the Web Info tab to pull the URL from that new field.

 

Option Two:

This option can be a little tricky because the URL is different depending on if the person has created a Facebook username or not.  There may be a single URL to pull the profile that I'm unaware of. 

Create a new field in ACT! and copy their ID or alias.

Now create a two new links in the Web Info tab and link it to the new field.

 

No Username:

http://www.facebook.com/#/profile.php?id=

 

Username:

http://www.facebook.com/home.php#/

 

How to Use the New "Web Info" Tab in ACT! by Sage 2010

Tuned Listener
Posts: 58
Country: United States

Re: 2010 Facebook etc. sticky (remember my selection)?

Yes, there are instructions for Facebook at:

 

http://community.act.com/sage/board/message?board.id=ADN_Downloads&thread.id=277

 

but still nothing for Plaxo or LinkedIn. 

Moderator
Posts: 4,395
Country: USA

Re: 2010 Facebook etc. sticky (remember my selection)?

The link you provided isn't needed to accomplish what you're trying to do.  You'll need to follow the same steps I provided for Plaxor and Linkedin.  We've provided the ability to add new links just for cases like this.
Tuned Listener
Posts: 58
Country: United States

Re: 2010 Facebook etc. sticky (remember my selection)?

Thanks, that worked.  One note, the Plaxo URL is very long, so you will likely have to increase the field size from the default if you want to store that URL in an ACT field.