Knowledgebase & Support

The Social Networks Module in MokoCRM allows you to store, display, and manage social media account links for contacts, third parties, and your own organization. It enhances profile visibility and customer insights by making social channels easily accessible from CRM records.

The Social Networks Module in MokoCRM allows you to store, display, and manage social media account links for contacts, third parties, and your own organization. It enhances profile visibility and customer insights by making social channels easily accessible from CRM records.

🧾 Enabling the Module

1. Navigate to:
   Home → Setup → Modules → Social Networks
2. Click Activate
3. Optionally configure recognized platforms and icons under Setup → Dictionaries → Social Networks

🔗 Linking Social Accounts

1. Open a Contact or Third Party record
2. Navigate to the Social Networks tab or section
3. Click Add Social Account
4. Enter:
   • Platform (e.g., Facebook, LinkedIn, Instagram)
   • Account URL or handle
5. Save the entry

🌐 Organizational Profiles

• Add your organization’s social accounts under:
  Home → Setup → Company/Organization
• Displayed publicly on website modules or invoices (if configured)

📊 Use Cases

• Track client brand presence across multiple platforms
• Use profile links for direct engagement during sales and support
• Store influencer or partner social accounts for marketing campaigns
• Include links on outbound communication or templates

📌 Best Practices

• Use full URLs for public profile access
• Verify social links with clients or partners before storing
• Tag social account entries with notes (e.g., “primary page”, “inactive”)
• Keep records updated as platforms or handles change
• Limit social access to trusted staff when editing external profiles