Creating and Editing Web Client Profiles

You use the InterAction Windows Client to create and edit Web Client profiles. Note that you must have Manage contact types permission to manage the Web Client profiles.

When you create a profile, you must specify information in the following fields in the New/Edit Web Client Profile dialog box.

Field	Description
Profile Name	The name is used to identify the profile in the Web Client. The name appears as a link when displaying the list of profiles for a contact, and it appears as the title above the profile on the page. See Naming Web Client Profiles.
Status	Indicates whether the profile is active or inactive. Only active profiles appear in the Web Client. You might set a profile to inactive if you want to temporarily remove it from use without completely deleting it.
Display Order	Indicates the order in which the profile will appear when displayed in the list of profiles that apply to a contact. For details, see Change the Display Order of Web Client Profiles.
Security	Indicates which Web Client users will be able to see the profile. Sometimes it is useful to limit a profile to a specific group of users. For details, see Specifying Which Users Can View a Profile.
Contact Display Criteria	Determines which contacts the profile can apply to. This is based on contact type. For example, for a “Client Profile,” you would set the contact display criteria to the Client contact type. The profile then becomes available for every contact assigned the Client contact type. For details, see Defining Which Contacts will have a Profile.
Profile Attributes	The set of information displayed by the profile. This can include additional fields (global and folder-specific), folder-specific notes, and links to other Web pages. It can also include display elements such as headings, blank lines, and static text. For details, see the following: Adding Additional Fields to a Web Client Profile Including Folder-Specific Notes on a Web Client Profile Adding Links to Web Client Profiles Formatting Profiles Choosing Items to Include in Summary Profiles

New/Edit Web Client Profile Dialog Box

Naming Web Client Profiles

The name of the profile appears in several places in the Web Client. Whenever the Web Client displays a list of profiles that apply to a contact, the profile name appears as a link. When displaying profile information, the name appears as a heading. The Web Client appends additional words to the profile depending on the context in which it is displayed. For example, the “Client” profile appears as follows in different parts of the Web Client:

• Client Summary [A]
• Client Profile [B]

Therefore, when naming your profiles, keep the following in mind:

• Profile names typically correspond to the criteria that determine which contacts have the profile. For example, all contacts classified as clients will have the “Client” profile. When creating profiles that correspond to contact types, make the names match the corresponding types.
• Do not append the word “profile” or “summary” after the name; the Web Client does this automatically when necessary.

You change the profile name by editing the Profile Name field at the top of the New/Edit Web Client Profile dialog box.

Give Users Permission to Manage Web Client Profiles

Because Web Client profiles are typically created in connection with contact types, a user must have the Manage contact types permission to create or edit profiles. You assign this permission using InterAction Administrator.

1. Log on to InterAction Administrator.
2. From the main window, double-click User Account and Group Configuration.
3. Choose the Permissions button to display the Permission Settings dialog box.

4. Under Configuration Permissions, select the user or group that should be allowed to Manage contact types.

   Setting	Result
   Everyone	Anyone with access to the Windows Client can create and edit contact types, Web Client profiles, and Web Client searches.
   System Administrator Only	Only the System Administrator User can create and edit contact types, Web Client profiles, and Web Client searches.
   Specific Group	Only members of the group can create and edit contact types, Web Client profiles, and Web Client searches.

5. When finished, choose OK.

Create a New Web Client Profile

Note that profiles are not automatically included on reports. If you want profile information included on a report, you need to edit the report and add all of the fields used within the profile. 

1. 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.
2. Choose Tools > Web Client Profiles Manager. InterAction will display a list of existing Web Client Profiles.
3. On the Manage Web Client Profiles dialog box, choose New.

4. Enter the Profile Name. This value will be used in several places when displaying the profile in the Web Client.

   

   • The name appears as a link when displaying the list of profiles for a contact.
   • It also appears as the title above the profile on the page. You can see how it will look by noting the first item displayed under Profile Attributes.
   • Do not append the word “profile” after the name; the Web Client does this automatically.
   • For more information, see Naming Web Client Profiles.
5. For the Status, select Active. Only active profiles appear in the Web Client.
6. Enter the Display Order for the profile. This defines the order in which the profile will appear relative to other profiles in the list of profiles that apply to a given contact.
7. Under Security, indicate which users should be allowed to view the profile. You can allow all users to view the profile, or you can select a specific user or group. For details, see Specifying Which Users Can View a Profile.

8. 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.

   

   • You can select multiple conditions. Choose Add multiple times to add each one. The profile will apply to any contacts that have any of the selected contact types.
   • In addition to contact types, you can select “Person” or “Company.” This allows you to create a profile that applies to all people or all companies.

   For more information, see Defining Which Contacts will have a Profile.

9. Under Profile Attributes, add the information the profile should display. A profile can display additional fields and notes. It can also include display elements such as headings, blank lines, and static text.

   To	Do This
   Add an item	Choose New, then select the item to add.
   Change the properties for an item.	Select the item from the Profile Attributes list and choose Edit.
   Delete an item.	Select the item from the Profile Attributes list and choose Delete.
   Change the order in which the items will be displayed.	Select an item and use the Up and Down buttons to move it up or down. Note that you can’t move the Profile Name item; this is used as a heading when displaying the profile.

   

   Items you add to the profile appear in the Profile Attributes section similar to how they will appear when the Web Client displays the profile.

   For more information, see the following:

   • Adding Additional Fields to a Web Client Profile
   • Including Folder-Specific Notes on a Web Client Profile
   • Adding Links to Web Client Profiles
   • Formatting Profiles
   • Choosing Items to Include in Summary Profiles
10. Select the attributes you want to display in the summary version of the profile by selecting the Summary check box next to each item. For details, see Choosing Items to Include in Summary Profiles.
11. Choose OK to close the dialog box and save the new profile.

12. 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.

Edit a Web Client Profile

Note that profiles are not automatically included on reports. If you have any reports that display profile information, you should edit those reports after changing the profile. 

1. 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.
2. Choose Tools > Web Client Profiles Manager. InterAction will display a list of existing Web Client Profiles.
3. Select the profile you want to change and choose Edit.

4. Change the settings for the profile as needed.

   You cannot edit the Profile Attributes for the Corporate Structure, Education, and Employment profiles included out of the box. This is because these profiles include non-standard display attributes, such as related contacts, to display their information.

   For more information about editing the out-of-the-box profiles, see Can I Edit or Delete All of the Out-of-the-Box Profiles?.

5. Choose OK to close the dialog box and save your changes.

6. 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.

Delete a Web Client Profile

Note that you cannot delete the Education, Employment, or Corporate Structure profiles included out of the box. You can, however, hide them from end users by making them inactive. For more information, see Can I Edit or Delete All of the Out-of-the-Box Profiles?.

Deleting a Web Client profile permanently removes it from the system. If you think you might need to restore the profile later, edit it and change its status to inactive instead. Users won’t be able to see it in the Web Client, but the profile will still be in the database and you can restore it by changing the status back to active.

1. 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.
2. Choose Tools > Web Client Profiles Manager. InterAction will display a list of existing Web Client Profiles.
3. Select the profile you want to delete and choose Delete. When prompted, confirm the delete.

4. 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.

Make a Web Client Profile Inactive

Changing the status of a profile to inactive removes it from the Web Client without actually deleting it. The profile is still in the database and you can restore it by changing the status back to active. This is preferable to completely deleting a profile.

1. 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 searches. This is because searches 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.
2. Choose Tools > Web Client Profiles Manager. InterAction will display a list of existing Web Client Profiles.
3. Select the profile you want to remove and choose Edit.
4. Change the Status to Inactive and choose OK.

Can I Edit or Delete All of the Out-of-the-Box Profiles?

There are some restrictions on deleting and editing the Web Client profiles included with InterAction. This is because some of these profiles use special settings that cannot be recreated in the Web Client Profiles Manager in the Windows Client. The following Web Client profiles have delete/edit restrictions:

• Corporate Structure
• Education
• Employment

You cannot delete these profiles. If a profile doesn’t apply in your environment, you can change its status to inactive. This hides it from Web Client users, but keeps the data in the system. You can later restore it by changing the status back to active.

For details, see Make a Web Client Profile Inactive.

Editing the Out-of-the-Box Profiles

You can customize the Web Client profiles included with InterAction to suit your organization. However, there are restrictions when editing the above three profiles.

These profiles include non-standard display attributes, such as related contacts, to display their information. Therefore, you cannot change the information that they display. You can, however, change any other settings for these profiles:

• The status (active or inactive)
• The display order
• Security (i.e., which users can see the profile in the Web Client)
• Contact display criteria (which contacts the profile applies to)

You can edit all attributes for all of the other out-of-the-box profiles. For a list of out-of-the-box profiles, see Profiles Included with InterAction.

Change the Display Order of Web Client Profiles

You can define the order in which Web Client profiles appear when they apply to a contact. This order controls the list of links the user can select to display the profile information from the Person/Company Overview page, or the full-page version of the profile.

You control the display order by assigning a display order value to each profile. The profiles are sorted by this value in ascending order, so profiles with smaller numbers appear first.

[A] The defined Display Order determines the order in which the profile links are displayed on the Profiles dialog box in the Web Client.

1. 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.
2. Choose Tools > Web Client Profiles Manager. InterAction will display a list of existing Web Client Profiles.

3. Note the numbers listed in the Display Order column. You can sort the profiles by this column to see the current display order.

   

4. To change the order, edit each profile and update the value in the Display Order field. Remember that the profiles will sort in ascending order.
   • To edit a profile, select it from the list and choose Edit.
   • The display orders must be unique.

5. 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.