Using the Windows Client General View for People

NOTE Access rights for the current folder, the folder the information is taken from, and global access rights determine if you can edit data in this view. For more information on access rights, see the Configuring InterAction guide.

The General view allows you to view and maintain the most commonly referenced contact information in a single view. From the main view choose Contact > View Details. Then choose General if the General view is not displayed.

To add contact data, enter the information into the correct fields, or select items from lists. When you are finished, choose Save. To undo changes, choose Undo.

If you want to add or edit contact data that is not on the General view, such as an Alternate Business address, you should use the Phones and Addresses view.

If you do not have the correct access rights to edit certain data for a contact, then you will not be able to add or edit data in that field. For example, if you have access rights to add and edit phones but not electronic addresses, you can change phones, but not electronic addresses.

Instead, you can use the Add and Edit buttons available on the toolbar to create folder-specific addresses and phones. In addition, you can switch to the Phones and Addresses view to add items such as additional addresses, folder-specific phones or new electronic addresses.

The General view for People contains the following information about person contacts:

  • Full Name, Company and Job Title
  • Preferred Correspondence Language and Gender (if your organization has language-specific contact information enabled)
  • Business Address, Phones, and E-addresses
  • Home Address, Phones and E-addresses
  • Department and Assistant
  • Salutations
  • Last Edit Information
  • Settings for Global and Folder-specific Mailing Addresses

General View for a Person Contact

[A] The Save button saves all the changes you make on this screen. Undo cancels all changes and returns the data to what it was the last time it was saved.

[B] The Associate Company/Switch Company button lets you set or change the associated company for a contact. This button’s name changes depending on whether a company is associated with the person.

[C] The Business, Home, and Details tabs are used to store address, phone, e-address, and other information about the contact. An envelope on the tab indicates that the address displayed is the mailing address.

The General view for people organizes contact data on three tabs:

  • Business
  • Home

  • Details

Business Tab - Person Contact General View

[A] The company symbol indicates that information is shared from the associated company.

[B] Check the appropriate box to make this address the global mailing address or the folder-specific mailing address.

[C] To view or enter additional business information, choose the More Phones & Addresses button to switch to the Phones and Addresses view.

Home Tab - Person Contact General View

Details Tab - Person Contact General View

[A] The Salutation used by everyone is created when you create the contact.

[B] The user salutations created for the contact appear in this list.

Direct and Company Phones on the Person General View

When using the General View for a person, phones appear in the Direct and Company fields. A number is determined to be “direct” or “company” based on the following rules.

What Phone is Displayed as the Direct Phone?

InterAction displays a phone of type Business that is not shared from a company and does not have a Description that contains the text 'Company' as the Direct Phone.

What Phones Appear in the Direct Phone Drop-Down List?

InterAction populates the drop-down list with all the person's phones that are not of type Home or Alternate Home and are not shared from a company.

What Phone is Displayed as the Company Phone?

The displayed Company Phone is any phone of type Business that is either shared from a company or has the description ‘Company.’ If no phones meet these criteria, then InterAction displays any phone that is of type Business2.

What Phones Appear in the Company Phone Drop-Down List?

The following phones will appear in the Company drop down list:

  • All the person's phones that are not of type Home or Alternate Home.
  • All global phones shared from the person's associated company.

How Do I Add More Phones?

Switch to the Phones and Addresses view for the contact by choosing the More Phones and Addresses button.

To add more phones to the company, switch to the company record and add the phones and addresses directly to the company there.