To Do: LinkSync (Pending)

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Priority Project #
4 LinkSync #: 3
4.01

Exports

  • For the PartnerFirm export add extra columns to the XLS export
    • Name of PartnerFirm Users who is connected to the LinkedInContact

Search-Results 

  • In the Ownership section, only show the owners if they are in the same partner firm, and then just initials 
Pending
4.02

Tracking profile changes

  • Think about how I can track a change to the profile and flag it is as a change

 

Handling a change of  LinkedInURL

  • Consider a way to address when someone changes their LinkedIn URL (one of the suggestions)
    • If URL link fails, send to a separate view for manual correction
    • Include a flag for failed LinkedInURL
    • Cron for updates/refreshing stale profil
    • Add a page to search for Users that have updated their profile
    • First Name and Last Name the same
    • Different URL
Pending
4.03

CRM  (SN will do this)

  • Create a User/Firm level set of comments on a Connection.
Pending