Using Additional Fields in InterAction Windows Client describes how to set values for additional fields in the Windows Client. Before users can set a value for an additional field, however, the additional field must be defined using the Windows Client or Administrator. When you define an additional field you specify the name, description, type and other settings for the field. The following table describes the various types of additional fields that InterAction supports:
Additional Field Data Types
| Field Type | Description | Field Type-Specific Settings |
|---|---|---|
| Date | Display a drop-down calendar to collect a date. | None |
| Decimal | Collect numbers with decimals. You can specify a minimum and maximum value and the number of decimal places. | You can specify a minimum value, a maximum value and the number of decimal places that can be entered. |
| List | Display a drop down list of items you specify. | List Items - you must enter these separately. |
| InterAction User |
Store InterAction users. For example, you have a list of prospects and use the InterAction User additional field to save the name of the professional who is following up with each prospect after an event. When filling in the field, you can look up users by last name. |
Select User Status allows you to specify whether inactive users can be chosen. Professional allows you to specify whether or not users that are not designated as professional can be selected for the additional field. |
| Number | Collect integers (no decimals). You can specify a minimum and maximum value. | You can specify a minimum value and a maximum value. |
| Text |
Collect any alphanumeric text. You can specify the maximum number of characters allowed (limit is 254). If no limit is specified, the field defaults to 254. You can also specify whether the dialog box that collects the data should use a single-line or multiple-line edit box. This is useful for text boxes that need to collect larger amounts of text data. |
You can specify a maximum length and whether multiple lines are allowed. Note: • Multiple lines are not the same as multiple values when reporting and exporting contact data. • Leaving maximum length blank sets no maximum length. (Note however, that all additional fields are limited to 254 characters.) |
| Yes/No | Use option buttons to collect a “true or false” value. By default the labels are Yes and No, but you can specify any labels for the options (for instance, “true/false,” “male/female,” “active/inactive,” etc.). | You can specify different text for Yes and No. For example, you can specify Male/Female, True/False or other text in the place of Yes and No. |
| Extension | Call an external application to collect and validate the user’s information. The extension must be installed on the workstation. Note, InterAction includes an additional field extension for creating additional fields that allow you to structure the data into multiple fields or “columns.” | Use the Extension Name, Settings and Properties functions to specify and configure your extension. |
For more information on defining additional fields, see the Configuring InterAction guide.