In InterAction, addresses can be either global (visible from all folders) or folder-specific (visible from a particular folder). When defining an Address Rule, you can choose the visibility of the addresses harvested from the external system.
Folder-specific phones and addresses are not available in the Web Client.
All addresses brought in using a particular rule must have the same visibility settings. Therefore, all addresses in the external system with the type BILLING have the same visibility in InterAction.
When selecting address type visibility, you can choose from two options:
- Global
- Folder-specific to a particular folder. For this option, you must also select the folder.
When transforming the data, Application Collaboration automatically links a contact into the specified folder if necessary. This lets you link into more than just one include folder.
Folder-Specific Phones/Addresses Example
Assume you have a Company data set with the Firm Contacts - Companies folder as the source folder and Client Financial Information as the include folder. The time and billing system has an OTHER type that you want to be specific to the Business Development Information folder.
In this scenario, you would create an Address Rule with the following settings:
- Data Source Address Type: OTHER
- InterAction Type: Business
- Visibility: Folder
- Folder: Business Development Information
When transforming the data, if a contact is not already linked into the Business Development Information folder, Application Collaboration automatically creates the link, then adds the folder-specific Business address.
Note that using folder-specific phones and addresses is not recommended because they are not available in the Web Client.