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InterAction® Administrator Answer Center

Including Folder-Specific Notes on a Web Client Profile

  • Updated

A Web Client profile can display folder-specific notes. The notes appear as a block of text. Notes can be very long, so it is usually best to place this attribute at the end of the profile. Users with appropriate access rights can edit the notes.

As with additional fields, the ability to view and edit folder-specific notes is controlled by access rights. Users without access to view the notes will not see them in the profile. For details, see Web Client Profiles and Folder Access Rights.

Although the notes attribute can be included in the summary version of a profile, this is not recommended since they are frequently long.

You cannot include global notes on a profile. Global notes always appear on a contact’s Person/Company Overview page.

Add Folder-Specific Notes to 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 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. Edit the profile you want to change, as described in Edit a Web Client Profile.
  3. Under Attributes, choose New. Select Additional Fields and Notes and choose OK.

  4. Select Folder-Specific, then choose the folder.

    Choose the lookup button, find the folder, and choose OK. The Field Name list will then include all additional fields defined in the specified folder.

  5. From the Field Name list, select the item Folder-specific notes and choose OK. The item will be added to the Profile Attributes list after the selected item in the list of attributes.
  6. If necessary, use the Up and Down buttons to move the notes item up or down to the desired position in the profile display.
  7. When you are finished adding information to the profile, choose OK to save the profile with your changes.

  8. 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.