Default Properties Displayed in the Find Object Dialog Box
Talisma enables you to locate Object items quickly by using the Find <Object> dialog box. You can locate Object items based on the Properties that are displayed as search fields in the Search for area. By default, the Search for area lists predefined Properties. You can specify Property values in the fields or save the search conditions as Filters to search for specific Object items.
The following table lists the default Properties that are displayed in the Search for area for predefined and custom Objects:
Object Name |
Default Properties |
Account |
• Account ID • Account Name • City • Phone-1 • State |
Campaign |
• Campaign ID • Campaign Name • Team • Owner • Date Created • Campaign Category |
Contact |
• Name • Company • City • Phone • Contact ID |
Event |
• Event ID • Event name • Owner • Created On • Last Updated |
Participant |
• Participant ID • Participant name • Owner • Created On • Last Updated |
Application |
• Application ID • Name • Owner • Team • Created On • Last Updated |
Interaction |
• Interaction ID • Subject • Assigned to • Contact • Team • Created |
Link |
• Link ID • Name • Owner • Created On • Last Updated |
Opportunity |
• Opportunity ID • Opportunity Name • Account Name • Team • Pipeline • Status |
Order |
• Order ID • Order Name • State • Account Name • Team • Date Created |
Print Template |
• Print Template ID • Name • Owner • Created On • Last Updated |
Product |
• Product ID • Product Name • Description • Product Category • Created By • Created On |
Target |
• Target ID • Target Name • Target status • Step in Currently • Campaign in currently |
Global Custom Object |
• Object ID • Name • Owner • Created On • Last Updated |
Team Level Custom Object |
• Object ID • Name • Owner • Team • Created On • Last Updated |
Shared Custom Object |
• Object ID • Name • Owner • Created On • Last Updated |