There are several places in the Web Client where users can apply contact types to contacts:
- The New Contact wizard. As part of creating the contact, the user can select all of the types that apply to the contact. The contact types appear on the final page of the wizard, during the review step.
- The Edit Contact Types page. This page allows users to both add and remove contact types for existing contacts.
- The Contact Type Lists page (see Contact Type List Pages). This page displays the defined contact types. Users can select a contact type and choose to add a contact to it.
In addition, buttons provided with InterAction for Microsoft® Outlook® (IMO) allow users to select contact types for a contact.
Setting Contact Types in the Web Client
[A] Contact types appear on the Edit Contact Types page. The user can view a subset of the types by selecting My Frequently Used Lists.
[B] Contact types also appear on the New Contact wizard. Again, users can view a subset of the types with the My Lists option.
Giving Users Access to Apply Contact Types
When determining which contact types to show on the new contact wizard and edit contact types page, InterAction looks at the following factors:
- Does the user have at least read access to the contact type?
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Does the user have the Permission to Request Adds/Removes for the contact type?
This permission is set for each contact type and can be set to System Administrator Only, Everyone, or a specific group. If the user is not in the specified group, then the contact type is not available when creating new contacts or when editing the contact types for a contact.
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Does the type allow the kind of contact the user is creating? That is, if the user is creating a person, the contact type must allow people. If the user is creating a company, the contact type must allow companies.
You determine whether people, companies, or both are allowed in a folder when creating or editing the contact type.
Permission to Request Adds/Removes
[A] The user must have this permission to add or remove the contact type in the Web Client. In this example (the out-of-the-box Client contact type) this permission is set to Everyone.
People, Companies, or Both for a New Folder
[A] When creating a folder or contact type, you specify whether it allows person contacts, company contacts, or both. In this example (the out-of-the-box Client contact type), this is set to both.
Also note that users can control their own lists of “Frequently Used Contact Types.” The frequently used types are displayed initially; the user can then select to see the full list if necessary. For more about the frequently used lists, see Adding Folders to Users' Frequently Used Lists.