The contact display criteria determines which contact can have the profile. You set this by selecting one or more contact types. The profile will then be available for each contact that has any of the specified types.
Contact types are one of the primary means for organizing and categorizing contacts. A contact type typically does one of the following for a contact:
- Defines the relationship between your organization and the contact, such as “Client” or “Prospect.” Similarly, a contact type might also identify the relationship between the contact and a particular department or practice group in your organization.
- Identifies the purpose of the contact in the Firm List. An example of this would be “College / University.”
- Identifies the status of the contact – for example, a person my be identified with the “Deceased” contact type, while a company might be assigned “Out of Business.”
For more about contact types, see Creating and Managing Contact Types.
In most cases, a Web Client profile relates to just one contact type. For example, the out-of-the-box Client profile uses the Client contact type as its criteria. Any client therefore will have the Client profile available.
In addition to contact types, you can select “Person” or “Company.” Although these are not “real” contact types, this allows you to create a profile that only applies to people or to companies. The out-of-the-box Employment and Education profiles are configured to apply to all people, while the Company and Corporate Structure apply to all companies. You can also use the person/company option in combination with other contact type criteria.
When editing a contact type, you can “tie” it to a Web Client profile. This provides some additional functionality, such as showing the profile fields in the preview pane when viewing the contact type as a list. Note that this is separate from assigning contact display criteria. For details about tying a contact type to a profile, see Associating Web Client Profiles and Searches with Contact Types.
Defining Multiple Criteria for a Profile
When defining the criteria for a Web Client profile, you can choose multiple conditions. For example, you could create a profile that applies to contacts with the Our Personnel or Our Consultant contact type.
When you select multiple contact types for the criteria, the profile will apply to any contact that is assigned any of the selected types. In other words, the criteria are “OR’d” together.
You can also select the “Person” or “Company” options in combination with other contact types. This attribute further restricts the contacts that can have the profile. It is essentially “AND’d” to the other criteria.
For example, assume a profile has the following criteria:
- Client
- Former Client
This profile would apply to any contact that is either a client or a former client. However, assume you changed it as follows:
- Client
- Former Client
- Contact must be a person
Now the profile will only apply to contacts that are people and have either the client or former client contact type.
A Profile that applies only to Person Contacts
Specify the Set of Contacts That Will Have a Web Client Profile
- Log in to InterAction Windows Client as a user with permission to create contact types.
- The Manage contact types permission is required to create or edit Web Client profiles. This is because profiles are typically created in conjunction with contact types.
- This permission is granted using InterAction Administrator. For details, see Give Users Permission to Manage Web Client Profiles.
- Edit the profile you want to change, as described in Edit a Web Client Profile.
- Under Contact Display Criteria, choose Add and select the contact type that a contact must have in order for this profile to apply to the contact.
- The list includes all of the contact types defined in your environment.
- You can also select “Person” or “Company” to further restrict the contacts that will have the profile.
- Repeat step 3 for each item you want to include in the criteria. For details about how multiple criteria work, see Defining Multiple Criteria for a Profile.
- Choose OK to close the dialog box and save your changes.
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Choose Close to close the Manage Web Client Profiles dialog box.
Your changes become available in InterAction Web Client after the next InterAction Application Server cache refresh. For details about manually refreshing the Application Server cache, see Refreshing the Application Server Cache.
Set a Web Client Profile to Apply to All People or All Companies
You can create a profile that applies to all people or all companies. This is useful for general profiles that display information that applies to most contacts in InterAction. The Employment, Education, Company, and Corporate Structure profiles are configured in this way.
- Log in to InterAction Windows Client as a user with permission to create contact types.
- The Manage contact types permission is required to create or edit Web Client profiles. This is because profiles are typically created in conjunction with contact types.
- This permission is granted using InterAction Administrator. For details, see Give Users Permission to Manage Web Client Profiles.
- Edit the profile you want to change, as described in Edit a Web Client Profile.
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Under Contact Display Criteria, choose Add. From the Profile Applies to drop-down list, select either Person or Company and choose OK.
If you want the profile to apply to ALL contacts, leave the Contact Display Criteria blank.
- Choose OK to close the dialog box and save your changes.
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Choose Close to close the Manage Web Client Profiles dialog box.
Your changes become available in InterAction Web Client after the next InterAction Application Server cache refresh. For details about manually refreshing the Application Server cache, see Refreshing the Application Server Cache.