Search

InterAction® Administrator Answer Center

Managing Working Lists in the Windows Client

  • Updated

You can create and edit working lists in the Windows Client.

Note that there are differences in what you can do in the Windows Client versus the Web Client. For details, see Windows Features Versus Web Features for Working Lists.

Create a Working List in the Windows Client

For more information about the fields you set when creating a working list, see “Folder Attributes – General Tab” and “Folder Attributes – Options Tab” in Options Available Across All Folder Classes.

  1. Log on to InterAction Windows Client.
  2. Choose Folder > New > Working List to display the Select Working List Template dialog box (if applicable).
    • The Working List Template dialog box only appears if you have defined templates specifically for working lists. For details, see Managing Folder Templates.
    • If you want to use a template, select the template and choose OK. Otherwise, select <None> and choose OK.

  3. In the New Working List dialog box, enter the Name and Description.

    The description for a working list is displayed on the Working List page when a user selects the list.

  4. Select the working list Type. The type is used to organize the list of working lists on the Working List page in the Web Client.

    The drop-down list only includes folder types you have permission to use. For details, see Permission to Create Folders.

  5. If you want to add the list to the frequently used lists for a group of users, select the group from the Frequently Used By drop-down list. For details, see Adding Folders to Users' Frequently Used Lists.
  6. Select the Options tab.
  7. Select any of the options on the Options tab as needed. Note that the Web Client honors all of these settings, but Web Client users cannot set them all directly. For details, see Windows Features Versus Web Features for Working Lists.
    • Choose whether the folder can contain people, companies, or both. By default, working lists allow both.
    • Select the check box if this folder normally contains a large number of contacts. If this option is selected, when you open this folder in the Windows Client, InterAction only displays a subset of the entire folder and you can use the letter bar to change which contacts are displayed. This option has no meaning on the Web Client and is rarely used.
    • Select the check box if this folder supports flagging. If you want to change the meanings of any of the colors, select the flag in the list, choose Edit, and enter a new description.

    • If you want to automatically flag all new contacts added to the folder, select the color you want to use for all new contacts, choose Edit, and select the Flag new contacts check box.

      For more about the flagging settings, see About Flag Settings.

    • Select the check box if Contacts sourced in this folder are audited. If you select this option, InterAction tracks changes to global data for contacts stored in this folder as part of the audit trail. You can only view the audit trail in the Windows Client, so this is rarely used on working lists.
  8. Choose OK. InterAction opens the Edit Working List dialog box for the new working list. You can then add access rights and other settings.
    • When you create the new list, you are assigned as the folder owner and granted folder administration rights.
    • If you did not use a template, the new working list does not have any additional fields or access rights (other than for you).
    • For more information, see Edit a Working List in the Windows Client.

New Working List - General Tab

Edit Working List Dialog Box

Edit a Working List in the Windows Client

Note that InterAction automatically opens the Edit Working List dialog box when you create a new working list. This is so that you can assign access rights, additional fields, and other settings to the list.

  1. To edit a working list, select it and choose Folder > Edit Folder to display the Edit Working List dialog box.

  2. In the list of views on the left, choose the item for the information to edit.

    Use This View To Edit the Following ...
    General Name, Description, and Type. See Folder Attributes - General Tab.
    Security Access rights for the list. For details, see Web Client Security for Working Lists.
    Profile Values for folder profile fields. This only appears in systems upgraded from InterAction 4.x that previously used these fields.
    Additional Fields Additional fields for the working list. For details, see “Create an Additional Field Definition” in Creating and Editing Additional Field Definitions.
    Classifications Classifications for the working list. These do not appear in the Web Client and should not be used.
    Options Edit the same options that are available on the Options tab from the new folder dialog box. For details about these settings, see “Folder Attributes – Options Tab” in Options Available Across All Folder Classes.
  3. When you are finished editing the working list, choose either OK or Close (depending on the view.