Each Web Client profile can have a summary version. This is displayed on the Person/Company Overview page. It also can appear in the preview pane for a search results.
[A] The summary profile on the Overview page displays a small subset of the profile information.
[B] The rest of the information appears on the full profile page.
The summary normally displays a subset of the profile fields. Because of the limited space available, it is important to keep the summaries short – don’t include more than 7-10 fields on the summary. The Web Client profiles included with InterAction each display several fields in the summary. Another strategy would be to design a profile with several headings, and then select the first one or two fields from each heading for the summary.
You can include additional fields, notes, and links on the summary. Other display elements such as headings, static text, and blank lines never appear in the summary.
It is possible to create a profile that does not have a summary. In this case, no information will appear in the summary area for the profile. This is not recommended – you should always include at least one item on the summary.
Similarly, it is possible for a user to have access to some of the attributes on a profile but not any of the items displayed on the summary version of the profile. Again, try to avoid this situation. For more about profiles and access rights, see Web Client Profiles and Folder Access Rights.
Include a Profile Attribute in the Summary Version of a Profile
You add fields to the summary for a profile by selecting the Summary check box
Selected Items are Included on the Summary 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.
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Under Profile Attributes, select the Summary check box for each item you want to include on the profile.
Limit the number of items you select to keep the summary short. Ideally, don’t include more than 7-10 fields on the summary.
There are generally two approaches for choosing items for the summary – either select the first several items (for example, the first 5 fields), or select one or two items under each heading.
The summary items should be the most important information on the profile.
You can only choose additional fields and links. Headings, blanks, spaces, and notes cannot be displayed on the summary.
- When you are finished updating the profile, choose OK to 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.