A location consists of the address and phone numbers for a firm contact that are all located in the same place. For example, if a company had an office in New York, the location would consist of the New York office address, all company phone numbers for the office, and the office fax number.
The features and business rules for locations in the Windows Client are somewhat different than in the Web Client. Marketing users and data stewards need to be aware that changes they make in the Windows Client can affect how locations are presented in the Web Client.
- Locations in the Windows Client
- Locations in the Web Client
- Effect of Changes in the Windows Client on Locations in the Web Client
- What's the Difference Between Locations and Location Types?
Locations in the Windows Client
The InterAction Windows Client allows you to create a location by “tying” a phone to an address. You can view the locations for a company from the General view.
The InterAction Windows Client does not display locations for people. You have to edit an individual phone to see if it is tied to a home address (see the figure in step 2 of Tie a Phone to a Company to Create a Location in the Windows Client).
Tie a Phone to a Company to Create a Location in the Windows Client
- Log on to the InterAction Windows Client and open the Phones and Addresses contact details view for a contact.
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Select the phone number and choose Phones & Addresses > Edit Phone or Electronic Address. InterAction displays the Edit Phone dialog box:
- Select the address to which you want to tie the phone from the Tie this phone to the following address location drop-down list.
- Choose OK.
Locations in the Web Client
The InterAction Web Client supports locations for both companies and people. The Web Client presents each location as a single “card.”
Most people have a business location and a home location. For example, the figure below shows the contact Jane Tarnoff. She has two business locations - “Chicago” and “Western Suburban Office.” There is also a “slot” for a home location, but that information has not been filled in.
Companies do not have home locations, but the view is similar.
Users in the Web Client can add and edit locations for people and companies. Note that phones do not have to be part of a location - for example, TeleNorth has a toll-free number that is not part of any of the offices.
[A] Locations for this person
[A] Locations for this company
[B] Phone number not tied to a specific location
Primary Business Location
The following items from the Windows Client are automatically collected together and presented as the primary business location for a person in the Web Client:
- Business Address
- Business Phone (appears as Direct in the Web Client)
- Business2 Phone (appears as Company in the Web Client)
- Business Fax
- Business Mobile
- Business Pager
- Business Email
- Business Web Site
- Assistant Name
- Business Assistant Phone
Also, any other phones or faxes tied to the business address will also be included in the primary business location.
Phones and Addresses in the Windows Client
Similarly, the following items from the Windows Client are automatically collected together and presented as the primary business location for a company in the Web Client:
- Business Address
- Business Phone
- Business Fax
- Business Email
- Business Web Site
Also, any other phones or faxes tied to the business address will also be included in the primary business location.
Primary Home Location
The following items from the Windows Client are automatically collected together and presented as the primary home location for a person in the Web Client:
- Home Address
- Home Phone
- Home Fax
- Home Pager
- Home Email
- Home Web Site
Also, any other phones, faxes, or pagers tied to the home address will also be included in the primary home location.
Effect of Changes in the Windows Client on Locations in the Web Client
Changes made in the Windows Client are not subject to Data Change Management. Changes you make to phones and addresses in the Windows Client, therefore, are made immediately to firm contacts in the Web Client (once the cache is refreshed). Use caution when making changes to phones and addresses in the Windows Client.
The primary business location in the Web Client shows the business address, business phone, and business2 phone, regardless of whether the business or business2 phone is tied to the business address. Therefore, do not tie the business phone or business2 phone to an address that is not the business address. Otherwise, the inappropriate phone is shown on the primary business location, which may be confusing to users of the Web Client.
What's the Difference Between Locations and Location Types?
A location type is an attribute set on each phone, address, and electronic address. By default, the available location types are Business, Business2, Alternate Business, Home, Alternate Home, and Other.
A location consists of the address and phone numbers for a firm contact that are all located in the same place. For example, if a company had an office in New York, the location would consist of the New York office address, all company phone numbers for the office, and the office fax number.
InterAction uses the business location type to build the primary business location in the Web Client.