A default installation of InterAction Web Client includes the standard searches summarized in the following table (listed alphabetically).
For details about managing Web searches, see Creating and Editing Web Client Searches.
| ID | Search Name | Description | Display Order |
|---|---|---|---|
| 5003 | Activities |
This search is only available from the drop-down list in the left-hand menu. Users can choose to search for activities for the following:
|
N/A |
| 10010 | Alumni | Finds all people classified as Alumni that meet the user’s specified criteria. This search only finds firm contacts. | 20 |
| 10011 | Clients | Finds all the people and companies classified as Client that meet the user’s specified criteria. Only active clients are included in the results. This search only finds firm contacts. | 25 |
| 5002 | Companies | Collects basic criteria such as name, company, contact type, and address information. Finds any companies that meet the user’s criteria. This search can find both firm and user contacts. | 10 |
| 5502 | External Expertise - Contact Criteria | Specifies the contact criteria used in the Contacts Involved on Matters, Opportunities, or Engagements search provided with InterAction Matters, InterAction Opportunities, and InterAction Engagements. | 998 |
| 10014 | Former Clients | Finds all the people and companies classified as Former Client that meet the user’s specified criteria. This search only finds firm contacts. | 210 |
| 10016 | Inactive Clients |
Finds all the people and companies that meet the following criteria:
This search only finds firm contacts. |
205 |
| 5501 | Internal Expertise - Contact Criteria | Specifies the contact criteria used in the Experience of Firm Personnel search provided with InterAction Matters, InterAction Opportunities, and InterAction Engagements. | 997 |
| 5004 | List Searches |
Displays automatically-generated searches for the user’s contact list, working lists, and marketing lists. These searches display a standard set of fields and all the additional fields for the corresponding folder. |
45 |
| 5005 | Other Searches | Displays all searches that are not configured to appear in the top navigation of the search page. | 50 |
| 10015 | Our Consultants | Finds all people classified as Our Consultants that meet the user’s specified criteria. This search only finds firm contacts. | 215 |
| 5001 | People | Collects basic criteria such as name, company, contact type, and address information. Finds any people that meet the user’s criteria. This search can find both firm and user contacts. | 5 |
| 10009 | Personnel | Finds all people classified as Our Personnel that meet the user’s specified criteria. This search only finds firm contacts. | 15 |
| 10012 | Prospects | Finds all the people and companies classified as Prospect that meet the user’s specified criteria. This search only finds firm contacts. | 30 |
| 10013 | Top Clients | Finds all the people and companies classified as Top Client that meet the user’s specified criteria. This search only finds firm contacts. | 35 |
All of the out-of-the-box Web Client searches are configured with security allowing all users access to the searches. Also, most appear in the top navigation on the Contact Search page. Three of the searches are available under “Other Searches” – Inactive Clients, Former Clients, and Our Consultants. These searches are used less frequently and therefore don’t normally need to be in the top navigation.