The Working Lists page displays all the working lists in your environment that the logged on user has access to read. If the user is a proxy working on behalf of someone else, the page displays the working lists for the user the proxy is working on behalf of.
For details about working lists, see Creating and Managing Working Lists.
The lists are organized by folder type.
To keep the number of lists on this page manageable, note the following guidelines:
- Limit read access rights for the working lists to users who need them. Working lists are normally only available to smaller groups of users, not the entire organization.
- When a list is no longer used, it should be archived. A user with folder administration access rights to a working list can use the Web Client to “delete” it. This actually archives the folder. For details about archiving folders, see Removing Folders from InterAction.
See the following topics:
- Displaying the Contacts on the Working List
- Working List-Specific Information
- What Can You Configure for the Working List Page?
Displaying the Contacts on the Working List
From the working lists page, users can display the list of contacts on any of the lists. This page displays the basic information described in Displaying the Contacts on the List.
The preview pane displays any list-specific additional fields. Users assigned at least the Editor access rights role can edit the additional field values.
From this page, the users can do all of the tasks listed in Displaying the Contacts on the List. They can also create new contacts and choose to include them only in the working list, not in the firm list. For more about working list-only contacts, see Working List-Only Contacts (Sourcing Contacts in Working Lists).
Note that a user must have Add Contacts access rights to source contacts in the list.
Options When Creating a Contact from a Working List
[A] Clear this check box to create a contact that is only in the working list.
[B] This icon indicates that this contact is a working list-specific contact.
[C] The final panel of the New Contact Wizard only includes these sections. Working list-specific contacts cannot be included in other lists.
Working List-Specific Information
Users can create list-specific phones and addresses for working lists. This is useful if you have information that is only relevant to the contact within the context of the list. For example, if the working list for a temporary project might include people who are working at a temporary location. Users can enter use list-specific phones or addresses to record these temporary items.
Users can add and view working list-specific phones and addresses only from the context of the working list. This means that the user must open the View Contact page from the working list itself, not from the Overview page or any other location.
Similarly, users with sufficient access rights can also create activities regarding a working list. As with phone and addresses, these must be added from the page for the list.
For more details, see About Folder-Specific and Global Activities.
What Can You Configure for the Working List Page?
You can configure the following for the contact types page:
- The set of working lists available. You can create working lists in either the Windows Client or the Web Client. For details, see Managing Working Lists in the Windows Client and Managing Working Lists in the Web Client.
- The set of folder types used to organize the lists. For details, see Creating and Editing Folder Types.
- The types of working lists that end users can create. You set this using permissions on the folder types. For details, see Permission to Create Folders.
- The text used for the title of the page and the link to the page from the main menu. Out of the box, this is “Working Lists.” For details, see Change Terms Used for Contact Types, Working Lists, Marketing Lists.