Adding Recommendations to the My Recommendations Tab

See Also

Permissions Required

Edit Contacts - To edit Contacts.

In a scenario where you receive a Recommendation by postal mail, you can create the Recommendation in Talisma, and associate it with the Recommender (The Contact) by including the Recommendation in the My Recommendations tab of the Contact. If the Contact is not created in Talisma, create the Contact and associate the Recommendation with the Contact. You can add a Recommendation from the Contact Table View, or Item View.

To Add a Recommendation from the Contact Table View

1.  Using the Left pane, select the required Contact in the Table View.

2.  From the Contact menu, select Add To, My Recommendations. The Add Recommendation dialog box is displayed.

3.  Click Search without specifying search conditions. Recommendations available in the Talisma system are listed in the Results area.

- OR -

Specify search conditions in the Search for area, and click Search.

- OR -

Click Advanced to define advanced search conditions.

Recommendations that satisfy the search condition are displayed in the Results area.

4.  Select the Recommendation you want to associate with the Contact.

5.  Click Add. The selected Recommendation is set for the Contact. Further, the ID of the Contact is updated in the Recommender ID field of the associated Recommendation.

To Add a Recommendation from the Contact Item View

1.  Open the required Contact.

2.  From the Contact menu, select Add To, My Recommendations.

- OR -

Right-click in the My Recommendations tab and select Add from the shortcut menu.

The Add Recommendations dialog box is displayed.

3.  Perform steps 3 - 5 of the previous procedure.