Would it be possible to add fields for social media accounts for the POI and have those print out on the POI report?
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Rick, Good idea. Clarification however is in order.
I think this information should be connected to an individual There is a location for research, which you can classify types of searches, one of which could be Social Media.
The other point i think of is when you come from the POI screen, and we hook an individual to a case, then all corresponding information to the individual then by default comes along. Is that what your thinking?
we may need to create a different report that highlights the social media aspect.
I have been asking for a field for the attorney's bar number forever. When I enter an attorney as a client it would be wonderful to also be able to add the bar number.
As far as social media accounts were you thinking of a person or a business. I have been listing the social media accounts in leads notes but then I discovered leads notes are not searchable when mining the info. I then started adding them in Research.