The Contact Window

Contains commands to perform operations in the Contact window.

Displays the most frequently performed tasks as buttons. Point to a button to view its function.

This pane displays Properties and their values for this Contact. To customize this pane, drag Properties from the Properties tab or the Non-immigrant Student tab to this pane. These Properties are also displayed in the Preview pane of the Home Workspace, or any user-defined Workspace based on Contacts.

You can resize the column width of Properties, and their values. To do so, position your mouse pointer over the column you want to resize, and click when the mouse pointer changes to a two-headed arrow . Drag the mouse pointer horizontally to resize the column.

Displays the different tabs in the Contact window. Select a tab to view its details. The arrows at the end of the Tab bar enable you to view the other tabs in the window.

Tabs

Lists system Properties and user-defined Properties for the Contact. For more information on system Properties, see Contact Tabs and Properties.

Lists the Teams to which you have access.

•   The Share tab is displayed only if Team-based security is enabled for the Contact Object.

•   If you have the Share Contacts Permission, the Teams to which you have access are listed in this tab and are available for selection.

•   If you do not have the Share Contacts Permission, the Teams to which you have access are listed in this tab but are not available for selection.

•   While viewing or editing a Contact, the Teams listed in the Share tab are available for selection only if you have the Share Contacts Permission and you have access to all Teams to which the Contact is shared. If the Contact that you are trying to view or edit is shared to Teams to which you do not have access, the Teams in the Share tab are disabled.

For more information about Team-based security for the Contact Object, contact Talisma Product Support.

List Properties specific to a non-immigrant student.

Lists all Categories to which the Contact belongs.

Displays a chronological list of events that are configured to be displayed in this tab. The events displayed in this tab are user-specific, and can be set in the Options dialog box.

Example

If Contact 000-001 is merged with Contact 000-002, and Contact 000-001 is retained, the E-mail ID of Contact 000-002 will reflect the E-mail ID of Contact 000-001. The event is recorded in the History tab of the Contact window as follows:

Merged with 000-002 by James on May 18 2005, 03:47 PM

E-mail = amyrogers@cust.com; Previous Value = rick@cust.com

Lists the Interaction items related to the Contact.

Lists the Opportunity items related to the Contact.

Lists the Order items related to the Contact.

Lists the Mailers that have been sent to this Contact. If the Contact is new, this tab will be blank.

Lists the Target items related to the Contact.

Lists the URLs in Mailers that the Contact has clicked. The details of the URLs sent to the Contact through a Mailer are displayed in this tab.

Displays notes, if there are any, for the Contact.

Displays the details of the reporting structure of the Contact within the Account.

You can add the Contact to a selected Account, or remove the Contact from a selected Account.

Lists the Contact’s owner in each Team.

You can add or delete Teams to the selected Contact.

Displays the details of the Contact's visits to a Web site. Details such as the time the Contact logged on to the URL, the duration of the visit, and the value of the Contact's shopping cart are displayed here.

Lists the Ethnic Group items associated with the Contact.

Lists the Test Score items associated with the Contact.

Lists the Address items associated with the Contact.

lists the Primary Accounts associated with the Contact.

List the Lead items associated with the Contact.

Lists the Enrollment items associated with the Contact.

Lists the Document Status items associated with the Contact.

This tab lists Properties of the Product Object. For more information about the Properties in this tab, see Product Tabs and Properties.

When a visitor registers on the Portal, a Contact is created in Talisma. Details of the Portal for which the Contact has registered are listed in this tab.

Note

This tab is displayed when Talisma Main Database is installed.

The My Recommended Applications tab lists the Applications recommended by the Contact. A Recommender is a Contact in Talisma who recommends Applications of students. A Contact, as a recommender can recommend various Applications from Talisma Customer Portal. Alternatively, you can manually add Contacts as recommenders to Applications.

For more information about the Properties in this tab, see Contact Tabs and Properties.

The My Applications tab lists the Applications associated with the Contact.

For more information about the Properties in this tab, see Contact Tabs and Properties.

You can include Recommendations submitted by the Recommender (the Contact) in this tab. For more information about including Recommendations in this tab, see “Adding Recommendations to the My Recommendations Tab”.

The Event Participation Details tab lists details of Events in which the Contact is a Participant. From the Event Participation Details tab, you can add the Contact to various Events, or remove the Contact as a Participant from one or more Events.

For more information about the Properties in this tab, see Contact Tabs and Properties.

The Participants Paid For tab lists details of Participants for whom the Contact is set as a Payee. A Payee is a Contact in Talisma who pays the Event registration amount on behalf of a Participant of the Event.

For more information about the Properties in this tab, see Contact Tabs and Properties.

The Group Members tab lists details of all Participants for which the Contact is set as a primary Participant. A primary Participant is the leader of a group of Participants belonging to an Event. A Participant can be set as a primary Participant of various Groups of Participants belonging to different Events.

For more information about the Properties in this tab, see Contact Tabs and Properties.

Lists the Activity items associated with the Contact.

Lists the details of the Account with which the Contact is associated.

Lists the Previous Education Details of the Contact.

The Recommendations tab lists the recommendations received for the Contact’s Applications. A Contact, as an Applicant, can request for recommendations from Talisma Customer Portal. The recommender, as a Contact, can log on to Talisma Customer Portal, and recommend the Application. In this scenario, the Recommendations Tab of the Contact, who is the Applicant, lists the documents related to the recommendations, such as a recommendation letter.

Lists the Events for which the Contact has registered. Each Event is listed on an individual row. Click an Event to view details of the Event in the Event window.

The User can specify feedback on the Event based on the information received from the participant.

Lists the details of the paid Events associated with the Contact.