Section Topics

Other Fields

Notes

There are three types of contact notes:

My Notes (notes on a contact in My Contacts)
Firm Notes (global notes that everyone can see)
List-specific notes (notes that are specific for a particular marketing or working list folder).

NOTE For more information on Notes, see Notes.

Many contacts have multiple notes. When printing reports, the following rules apply by default when you include Notes appropriate to selection:

If...	Then...
The user has a folder, working list, or marketing list open on the screen	The notes specific to that list are used.
The user has a matter, opportunity, or engagement open on the screen	The notes specific to that matter, opportunity, or engagement are used.
The user has My Contacts or search results open on the screen, and there is no context	The user’s notes on the contact are used. If the contact isn’t in the user’s contact list, then global notes (firm notes) are used.

To override defaults, expand the Advanced - Override Defaults option. Select the notes option you want to add to your report (My Notes, Firm Notes, or Folder-Specific Notes) then choose Add.

Custom Fields

You can include user contact custom fields on a report. Because each user can rename the fields to meet his or her needs, the fields shown in the list of fields to export include: Custom 1, Custom 2, Custom 3, and Custom 4. Users are limited to four custom fields.

For more information on custom fields, see the Using the InterAction Web Client and Desktop Integration guide.

Classifications

If you use classifications, they can be added to your report as a separate column for each classification, or you can include all classifications in one column and choose the value separator. When you add the Classifications field to your report, you are prompted for your preferred display option.

Classification Options Dialog Box

If you choose Include each of the selected classifications as a separate column, select the classifications to include in the report. These classifications are added to your report as separate columns.

If you choose Include all classifications from current context in a single column, InterAction uses the folder-specific classifications on the list or folder the user currently has open. All classifications are listed in one column and are separated by semicolons. Choose Change Separator to change the value separator (you can use commas, line feeds, etc.).

Contact Identifiers

The following contact identifiers can be added to your report as separate columns. Identification numbers for contacts are stored in your InterAction database.

Associated Company ID
Associated Company Source ID
Contact External System ID
Contact External System Source ID
Contact ID
Contact Source ID

By default, Unique_ID is available to add to the report design automatically (it is not in the list of contact identifiers to add to a report, but is included in the list of InterAction report fields when designing reports). Unique_ID is the best field to use to uniquely identify contacts, and therefore is most often used for grouping contacts on a report. (For more information on using Unique_ID, see Grouping by Unique_ID vs. Contact Name.)

For more information on contact IDs, see the Loading Data into InterAction guide.

Custom Text

The Custom Text data field option lets you add the following to your report:

Current Date - Adds the date and time that the data is exported.
Text Value - Lets you add static text to your report. When you select Text Value then choose Add to add the field to your report, you are prompted for the text. Type the text and then choose OK.