InterAction contains more information about each contact than what you can view from the main window. To view the details about a contact, select the contact from the contact list and choose Contact > View Details or double-click the contact.
InterAction provides the following contact details views (to set the default contact details view, see Set the Initial Details View):
Contact Details Views
| View | Description |
|---|---|
| General | Displays the most commonly used contact information. |
| Phones and Addresses | Displays all of the contact’s phones, addresses and electronic addresses. |
| Name Formats | If your organization has language-specific contact information enabled, this option displays the language-specific fields available. |
| Who Knows Whom™ | Displays the users of InterAction who have indicated that they have a relationship with the current contact. |
| Related Contacts | Displays the relationships between the contact and other contacts in InterAction. |
| Company Personnel | Displays the people associated to the company. For a person, this displays the other people associated to the person’s company. |
| Folders | Displays the folders to which you have access that contain the contact. |
| Marketing Lists | Displays the marketing lists (with sponsorship) to which you have access that contain the contact. |
| Classifications | Displays classifications. |
| Activities | Displays activities. |
| Additional Information | Displays additional fields that provide more information about the contact such as industry, status, etc. |
| Appointments | Displays appointments. |
| Documents | Displays documents. |
| Notes | Displays free-form notes for the contacts. |
| Audit Trail | Displays a history of changes made to the contact. |
Set the Initial Details View
You can set the contact details view that initially appears when you open the details for a contact.
To open the details view to the last view you had open, select Last Active View.
The default setting for the initial view is the General view.
- From the main window, choose Tools > Options.
- In the options dialog box, select an initial view for a contact and choose Close.
Contact Details Context Bar and Filters
Every contact details view has a context bar that provides the contact’s name. For people, it also includes the contact’s job title and associated company. You can switch to the details view for the person’s company by clicking the company name in the context bar.
Many views also contain filters.
Although the wording for the options in the Activities view is different, the concept is the same.
Folder Filter
The Phones & Addresses, Notes, Activities, Additional Information, and Classifications views contain a folder filter. You can choose the following:
- View information from all folders
- View no folder-specific information (thus, viewing only global information)
- View information for a selected folder
Global Filter
The Activities and Classifications views contain a global filter that lets you filter whether to include or exclude global data.
Contact Details Toolbar
All views in contact details provide a standard toolbar at the top of the dialog box to help with contact navigation.
You can use these buttons in any of the contact details views.
| Item | Definition |
|---|---|
| Close exits the Contact Details dialog box. | |
| Previous displays the previous contact in the current folder. | |
| Next displays the next contact in the current folder. | |
| Back displays the last contact you viewed. | |
| If you used the Back button to return to the last contact you viewed, Forward moves you ahead to the next contact. | |
| Use Go to Contact to find a contact in the current folder. Type the search criteria in the text box (part or all of the person’s last name or company name) then choose Go to Contact. | |
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The Copy Contact feature copies the contact’s name, company, address, and phone information so that you can paste it into another program, such as an email message. See Formatted Copy and Paste for more information on copying and pasting contact information. |
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Add an Activity lets you add an activity for the contact. For more information on adding activities in the Windows Client, see Fields Entered for an Activity. |
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I Know This Contact allows you to enter your relationship information for the contact. For more information on relationships, see "Relationships" on page 1. |