Contact Tabs and Properties

The Properties tab contains system Properties. It also contains custom Properties created for the Contact Object. Values for these Properties are set in Talisma Client.

Property (* - indicates that the Property is mandatory # - indicates that the Property is available when Talisma Higher Education Foundation is installed	Description	Value Updated by (Talisma/User)	Property Can be Edited/Deleted in TBA
Time zone	The time zone in which the Contact is located.
No. of Interactions	The number of Interactions exchanged with the Contact.		Cannot be edited or deleted
External SIS ID #	A unique identifier for the Student in SIS.
Student ID #	A unique identifier for the Student in SIS.
Contact ID	A unique identifier for the Contact.		Cannot be edited or deleted
Name *	The name of the Contact. This value will be displayed in the First Name field when the Contact is saved. This is a free text field. Maximum number of characters: 255.		Cannot be edited or deleted
Campus #	The name of the Campus associated with the Contact.
Team #	The name of the Team associated with the Contact.
Owner #	The name of the Owner who created the Contact.
SSN	The Social Security Number of the Contact.
School Status #	The School Status associated with the Contact.
Student Number #	The unique number of the Student.
E-mail	The Contact's e-mail address. Talisma uses the e-mail address that you specify in this field to track Messages from the Contact, and threads the Messages into an Interaction.		Cannot be edited or deleted
Secondary Email Address #	The Contact's alternate e-mail address.
Block Contact E-mails	Indicates whether e-mail from the Contact should be blocked.		Cannot be edited or deleted
Date of birth	The date of birth of the Contact.
Send Mailers	Indicates whether Mailers can be sent to the Contact when the Contact is added as a Target in a Campaign. If the value for this Property is set to No, Mailers will not be sent to the Contact.		Cannot be edited or deleted
Contact Priority	The priority with which you attend to the Contact. The value for this Property can be High or Low.		Cannot be edited or deleted
Phone	The primary telephone number of the Contact.
Created	The date on which the Contact was created.		Cannot be edited or deleted
Last used in Campaign	The date on which the Contact was last used as a Target in a Campaign.		Cannot be edited or deleted
Last Mailer sent on	The date on which the last Mailer was sent to the Contact.		Cannot be edited or deleted
Source	The Directory Server from which the Contact was imported into Talisma.		Cannot be edited or deleted
Base Cost	The cost of the Contact, derived from the total cost of the external data source from which the Contact was imported. For example, if the cost of a Contact list from an external source is US $100.00, and 100 Contacts are in the list, the base cost of each Contact is US $1.0. This is a computed Property, calculated using the following formula: Import Cost/Number of successful imports from the source.
External Data Source	The external data source from which the Contact was imported into Talisma.		Cannot be edited or deleted
Contact ROI	The return on investment on a Contact, if the Contact is added as a Target to one or more Campaigns. Click to calculate the value for this Property. This is a computed Property, calculated using the following formula: Contact ROI = {(Actual Value - Total Cost)/Total Cost} x 100%.		Cannot be edited or deleted
Total Cost	For a Contact who is a Target in Campaigns, the total cost is calculated as the sum of the base cost and all Target costs. Click to view the updated value of this Property.		Cannot be edited or deleted
Message type	Indicates the format in which the Contact can receive e-mail. The format can be Text or HTML, or both.		Cannot be edited or deleted
Actual Value	This Property sums up the revenue generated from the Orders associated with the Contact. Click to view the updated value of this Property.		Cannot be edited or deleted
Language	Language of the Interactions exchanged with the Contact. By default, the value for this Property is set to English. You can reset the language. The value set for this Property is used to send automated e-mail messages to the Contact.		Cannot be edited or deleted
Default e-mail character set	By default, this Character Set is used for e-mail messages with a blank Character Set, received from this Contact. This Property is applicable if you have selected the option to receive e-mail messages with blank a Character Set in the Inbox Workspace. Further, this Character Set is used for outgoing e-mail messages to the Contact. If the Property is incompatible with the content of the e-mail message that is sent, or if the Property is blank, the Character Set specified in the registry is used. This Property is created during the installation or upgrade process. This is an enumerated Property with enumerated values that include the Character Sets supported by Talisma's Mail Component. This Property can be edited in the Contact window.		Cannot be edited or deleted
Default e-mail character set	By default, the value of this Property is blank. The value of this Property is set automatically when a Character Set of a Message is changed from the Inbox Workspace.
Send SMS	Indicates whether SMS messages can be sent to Contacts. By default, the value of this Property is set to No. You can change its value to Yes. You cannot send SMS messages to Contacts for whom this value is set to No even if you select such Contacts to be the recipients of SMS messages.		Cannot be edited or deleted
Block Incoming SMS	Indicates whether incoming SMS messages from the Contact must be blocked. By default, the value of this Property is No. To block incoming SMS messages, change the value of this Property to Yes.		Cannot be edited or deleted.
Send Email	Indicates whether email messages can be sent to Contacts. By default, the value of this Property is Yes. Its value is changed to No if the contact opts not to receive email messages by clicking an unsubscribe link in the email or by communicating with the user through other media that no email messages must be sent. In the former scenario, the value of the property changes to No automatically. In the latter scenario, the user changes the value of the property from Yes to No. If the property is blank, its value is considered as Yes.		Cannot be edited or deleted.
Relationship Manager	The User who the Contact requests must be set as the Contact’s Relationship Manager.		Cannot be edited or deleted.
Gender #	The Gender of the Contact.
Marital Status #	The Marital Status of the Contact
Veteran #	Indicates whether the Contact is a Veteran.
Job Title #	The list of available jobs, and the list of jobs in which Students have already been placed according to the title of the positions.
Double Opt-In(SMS)	This Property can have one of the following values: • Yes: Indicates that the Contact has confirmed or Opted-In to receive SMS messages. • No: Indicates that the Contact has Opted-Out from receiving SMS messages. By default, this Property is blank. This Property is read-only and its value is determined by various scenarios. For more information on the various scenarios, see “Behavior of the Send SMS and Double Opt-In(SMS) Properties”.		Cannot be edited or deleted.
Title #	The titles used as name prefixes on written correspondence for the Lead, Student and Staff records.
Contact type	Indicates the type of a Contact. You can set one of the following values: • Student • Staff • Faculty • Alumni • Parent • Friend • Sibling • Guest A Contact type can be used to set a discounted cost for an Event for Participants belonging to one of the Contact types.
Data block indicator	This Property can have one of the following values: • Yes: Directory information is not displayed (or blocked) in the FERPA Information dialog box. • No: Directory information is displayed in the FERPA Information dialog box. Note By default, the value of this Property is No.
DBI date	The date and time when the value of the Data block indicator Property was last updated.		Cannot be edited or deleted.
Hispanic/Latino #	Indicates whether the Contact is of Hispanic or Latin ethnic origin. This Property can have one of the following values: • Yes: Indicates that the Contact is of Hispanic or Latin ethnic origin. • No: Indicates that the Contact is not of Hispanic or Latin ethnic origin.
Citizen #	Indicates the citizenship of the Contact. For example, Non Resident.
Nationality	Indicates the nationality of the Contact. For example, American.
Disabled	Indicates the disability status of the Contact. This Property can have one of the following values: • Unspecified: Indicates that the disability status of the Contact is not specified. • Yes: Indicates that the Contact has some form of disability. • No: Indicates that the Contact does not have any disability. By default, this Property is blank.
High school academic GPA	Indicates the Contact’s academic grade point average in high school. This is a number type of Property that supports decimal values. For example, 3.5.
SIS owner #	The SIS User associated with the Contact.
Full Name (Group) Name of the Contact. These Properties are free text fields, in which you can type a maximum of 255 characters.
First name	The first name of the Contact. This is the Contact's display name in Talisma. This name is used in Talisma when searching for Contacts, and in Filters.
Middle name	The middle name of the Contact.
Last name	The last name of the Contact.
Nickname #	The nickname of the Contact.
Maiden name #	The maiden name of the Contact.
Salutations	The salutations used to address the Contact.
Suffix #	The suffix added to the Lead or Student’s name.
Company Info (Group) The organization to which the Contact belongs. These Properties are free text fields, in which you can type a maximum of 255 characters.
Company	Name of the company to which the Contact belongs.
Department	The Department in which the Contact works.
Title	The job title of the Contact.
Address (Group) The group of Properties that comprise the address information for the Contact. These Properties are free text fields, in which you can type a maximum of 255 characters.
Street	The address of the Contact.
City
State name #
Zip
County #
Country name
Region #	The Area to which the Contact belongs.
Primary Phone #	The primary phone number of the Contact.
Phone1	The primary phone number of the Contact.
Phone2	The alternative phone number of the Contact.
Phone 2 extension #	The extension of the alternate phone number of the Contact.
Mobile	The mobile phone number of the Contact
Fax	The fax number of the Contact.
Website	The Web page of the Contact.
State	The address details of the Contact.
Country	The address details of the Contact.
Preference for Phone Campaigns (Group) This group of Properties determines if a Talisma User can call a Contact who is a Target in an outbound Phone Campaign.
Can be called for Campaigns	This Property indicates if the Contact who progresses to become a Target in the outbound Phone Campaign can be called by the Talisma Phone User. By default, the value of this Property is set to Yes.
Do not call for any Campaign until	This Property indicates that a Talisma Phone User cannot call the Contact before a specified date. The Contact can be called on or after the specified date. Example If the date specified for this Property is 5/20/2005, a Talisma Phone User cannot call the Contact before this date. The user can call the Contact on or after this date. By default, the value of this Property is set to the date on which the Contact is created.
Program Information This group of Properties list the Program details offered by the University for that particular term.
Area of Interest #	The course in which the Student has expressed interest.
Program #	The Program in which the Student wishes to enroll.
Shift #	The Shift selected by the Lead or Student selects to attend classes.
Expected Start Date #	The date which the Student decides to start classes.
Term #	Term is the duration of the course.
Program Level #	The level of degree which the Student chooses. The Student may choose a diploma course or a post-graduate course.
Lead Information The group of Properties that comprise the Lead information.
Education Level #	Classifying the Leads based on the Previous Education Level.
Lead Source #	The details of how the Lead came to know of your university.
Lead Type #	The medium through which Leads are identified. For example, through T.V, Radio, or Newspaper.
Extra-curricular	Any extra-curricular activity performed by the Contact outside the realm of the normal curriculum of education.

Non-immigrant Student Tab

In addition to values of Properties in the Properties tab of the Contact, values of Properties in this tab will also be sent to the SIS using the functionality of the Outgoing Queue Object when the Talisma and SIS databases are synchronized. Further, changes to corresponding fields of the Non-immigrant Student tab in the SIS will be updated in Talisma as a result of Incoming Queue items that are created in Talisma.

The functionality of the Update type column in the Contact-to-Lead and Lead-to-Contact Properties Inheritance Maps is also applicable to Properties in the Non-immigrant Student tab.

Property (* - indicates that the Property is mandatory # - indicates that the Property is available when Talisma Higher Education Foundation is installed)	Description	Value Updated by (Talisma/User)	Property can be Edited/Deleted in TBA
Non-immigrant Student	Indicates whether the Contact is a non-immigrant Student. Select Yes or No.
SEVIS ID	The Student and Exchange Visitor Information System (SEVIS) ID. This is an eleven-character identifier assigned to the Contact by the United States Immigration and Naturalization Service (INS).		Cannot be edited or deleted.
Transaction status	This Property can have one of the following values: • Ready to send • Sent • Ready for DSO (Designated School Official) • Acknowledged • Terminated		Cannot be edited or deleted.
Action	This Property can have one of the following values: For the F1 and M1 SEVIS visa types: • Initial • Continued Attendance • Other For the J1 SEVIS visa type: • Begin New Program • Continuing Exchange Visitor		Cannot be edited or deleted.
Student Information (Group)
Visa type	Indicates the types of visas used for SEVIS processing. This Property can have one of the following values: • F1 • J1 • M1 • Other Note Values in this Property will be available for selection after Talisma is synchronized with the SIS database.
ITIN / Tax ID	The ID issued to the Contact by the Internal Revenue Service (IRS).
City of birth	The city in which the Contact was born.
Country of citizenship	The country of citizenship of the Contact.
Student DSO / RO	The Designated School Official (DSO) or Responsible Officer (RO) of the Contact. Note Values in this Property will be available for selection after Talisma is synchronized with the SIS database.
SIS Student DSO / RO	The student's Designated School Official (DSO) or Responsible Officer (RO) in the SIS. Note Values in this Property will be available for selection after Talisma is synchronized with the SIS database.
International advisor	The Contact’s international advisor from staff members in the International Advisors group. Note Values in this Property will be available for selection after Talisma is synchronized with the SIS database.
SIS International advisor	The student's international advisor in the SIS. Note Values in this Property will be available for selection after Talisma is synchronized with the SIS database.
Proof of adequate health insurance submitted	Indicates whether proof of adequate health insurance is submitted. This Property can have one of the following values: • Yes: Indicates that the Contact has submitted proof of adequate health insurance. • No: indicates that the Contact has not submitted proof of adequate health insurance. Note This Property must be updated only for Contacts with a J1 visa.
Health provider	The health insurance provider of the Contact.
Health insurance end date	The date when the Contact’s health insurance ends.
F1 / M1 Data (Group)
Transfer from	The university or location from where the Contact has been transferred.
F1 / M1 Data - Country of birth	The country of birth of the Contact. Note Values in this Property will be available for selection after Talisma is synchronized with the SIS database.
Commuter	Indicates whether the Contact commutes to the class room. Select Yes or No.
F1 / M1 Data - Last permanent resident country	The last country in which the Contact was a permanent resident. Note Values in this Property will be available for selection after Talisma is synchronized with the SIS database.
Criminal conviction	Indicates whether the Contact was convicted as a criminal. Select Yes or No.
Remarks for I-20	Notes about the Contact’s I-20 status.
English proficiency required	Indicates whether proficiency in English is required. Select Yes or No.
English proficiency met	Indicates whether proficiency in English has been met. Select Met or Not Met.
English proficiency not required reason	Indicates the reason why proficiency in English is not required. Maximum number of characters: 255.
F1 / M1 Data - Funds (Group)
Personal	The personal funds available with the Contact.
School fund	The funds provided to the Contact by the school.
School fund description	A description of the funds provided by the school. Maximum number of characters: 255.
F1 / M1 - other data	Information about other funds available to the Contact.
Other description	Other information about funds available to the Contact. Maximum number of characters: 255.
Employment	Funds available to the Contact through employment.
Employment description	A description about the Contact’s employment. Maximum number of characters: 255.
Funding remarks	Remarks about funds available with the Contact. Maximum number of characters: 255.
Authorization to Drop Below Full Course Load (Group)
Authorization reason	Indicates the reason to enroll in fewer courses than is required. Maximum number of characters: 255.
Authorization start date	The date when the authorization was provided to the Contact.
Authorization end date	The date when the authorization to enroll in fewer courses than is required ends.
Authorization remarks	Remarks about the authorization to enroll for fewer courses than is required. Maximum number of characters: 255.
J1 Data (Group)
Form number	The serial number of the J1 visa form. Maximum number of characters: 255.
Position code	The position code number of the Contact. Note Values in this Property will be available for selection after Talisma is synchronized with the SIS database.
Subject	Indicates information about the J1 status of the Contact. Maximum number of characters: 255. Note Values in this Property will be available for selection after Talisma is synchronized with the SIS database.
Category	Indicates the J1 category of the Contact. This Property can have one of the following values: • Student Secondary • Student Associate • Student Bachelors • Student Masters • Student Doctorate • Student Non-Degree • Trainee Specialty • Trainee Non-Specialty • Teacher • Professor • International Visitor • Alien Physician • Government Visitor • Research Scholar • Short-term Scholar • Specialist • Camp Counselor • Summer/Work/Travel • Au Pair
J1 Data - Country of birth	The Country of birth of the Contact. Note Values in this Property will be available for selection after Talisma is synchronized with the SIS database.
J1 Data - Last permanent resident country	The last country in which the Contact was a permanent resident. Note Values in this Property will be available for selection after Talisma is synchronized with the SIS database.
EV matriculation	Indicates matriculation details of the exchange visitor (EV). Note Values in this Property will be available for selection after Talisma is synchronized with the SIS database.		Cannot be edited or deleted.
Infraction type	The type of infraction committed by the Contact. Note Values in this Property will be available for selection after Talisma is synchronized with the SIS database.		Cannot be edited or deleted.
Remarks for IAP-66/DS-2019	Indicates remarks about the IAP-66/DS-2019 form for the Contact. Maximum number of characters: 255.
J1 Data - Funds (Group)
Non-immigration govt	The amount of non-government funding provided to the Contact.
J1 Data – personal	The personal funds available to the Contact.
Bi-national commission	The amount of bi-national commission funds available to the Contact.
Program sponsor	The amount of funds available to the Contact from the program sponsor.
J1 Data – other	The amount of funds available to the Contact from other sources.
US government agency 1	The code of the American government agency that is funding the Contact. Note Values in this Property will be available for selection after Talisma is synchronized with the SIS database.
US government agency 1 – amount	The amount of funding available to the Contact from the agency specified in the US government agency 1 Property.
US government Agency 2	The code of the American government agency that is funding the Contact. Note Values in this Property will be available for selection after Talisma is synchronized with the SIS database.
US government Agency 2 – amount	The amount of funding available to the Contact from the agency specified in the US government agency 2 Property.
US international org 1	The code of the international organization that is funding the Contact. Note Values in this Property will be available for selection after Talisma is synchronized with the SIS database.
US international org 1 – amount	The amount of funding available to the Contact from the agency specified in the US international org 1 Property.
US international org 2	The code of the international organization that is funding the Contact. Note Values in this Property will be available for selection after Talisma is synchronized with the SIS database.
US international org 2 – amount	The amount of funding available to the Contact from the agency specified in the US international org 2 Property.
Immigration Data (Group)
Passport number	The passport number of the Contact. Maximum number of characters: 255.
Passport issuing country	The country in which the Contact’s passport was issued. Note Values in this Property will be available for selection after Talisma is synchronized with the SIS database.
Passport expiry date	The date of expiry of the Contact’s passport.
Visa number	The visa number of the Contact. Maximum number of characters: 255.
Visa issue date	The date of issue of the visa.
Visa expiration date	The date of expiry of the visa.
Place visa issued	The name of the city where the visa was issued to the Contact. Note Values in this Property will be available for selection after Talisma is synchronized with the SIS database.
I - 94 (Group)
Number	The number of the I - 94 form of the Contact.
D/S indicator	Indicates whether the duration of stay (D/S) has been specified in the I - 94 form. Select Yes or No.
Date of entry	The date of the Contact’s entry into the United States of America as specified in the I - 94 form.
Expiration date	The date of expiry of the I - 94 form.
Port of entry	The port of entry of the Contact into the United States of America. Note Values in this Property will be available for selection after Talisma is synchronized with the SIS database.

Categories Tab

This tab lists the Categories created for the Contact Object. From this tab, you can categorize the Contact by selecting one or more Categories.

History Tab

This tab displays all the events in the history of the Contact. For example, actions such as Property change for a Contact, or Categorization of a Contact, are recorded as events for the Contact. To specify the events to be displayed in this tab, select Options from the Tools menu. In the Options dialog box, set the required Contact Event options from the Event tab. For a new Contact, this tab is always blank.

• When Talisma is installed afresh, audit is disabled for all events and Properties. Hence, audit records will not be displayed in the History tab. Audit can be enabled using the Audit Configuration feature in Talisma Business Administrator.

However, by default, audit is enabled for the predefined Properties in the Event payment details tab of the Contact window. Audit cannot be disabled for these Properties.

• For more information about enabling or disabling audit, see Business Administrator Help and Installation Manager Help.

Interactions Tab

This tab lists the Interactions belonging to the Contact. For information about the Properties displayed in this tab, see Interaction Tabs and Properties.

Opportunities Tab

If you created an Opportunity for the Contact from a Campaign, this tab displays Opportunity-related details. For information about Properties displayed in this tab, see Opportunity Tabs and Properties.

Orders Tab

This tab lists the Orders associated with the Contact. For information about Properties displayed in this tab, see Order Tabs and Properties.

Mailers Tab

This tab displays details related to the Mailers sent to the Contact. For a new Contact, this tab is always blank. The following table describes the Properties displayed in the Mailers tab:

Property	Description
Target ID	The unique identifier of the Target that corresponds with the Contact in a Campaign. A Contact added to a Campaign is converted into a Target when the Contact progresses from one Step to another in the Campaign. The value for this Property is automatically generated by Talisma.
Mailer ID	A unique identifier for the Mailer sent to the Contact. The value for this Property is automatically generated by Talisma.
Subject	The subject of the Mailer sent to the Contact.
Campaign ID	The Campaign to which the Contact was added as a Target.
Campaign name	The name of the Campaign through which Mailers were sent to the Contact.
Mailer Status	The status of the Mailer. It indicates whether the mailer was sent and delivered to the contact. This property can have one of the following values: • Sent: Indicates that the Mailer has been sent to the Contact. • Sent Failed: Indicates that the Mailer was not dispatched successfully from Talisma. • Undelivered: Indicates that the Mailer was not delivered to the Contact. • Opened: Indicates that the Contact viewed the Mailer. This value is displayed only if Read receipts are enabled for the computer on which the Campaign Dispatcher used for sending the Mailer is installed. • Responded: Indicates that the Contact has sent a response to the Mailer. • Excluded - Bounced: Indicates that the email address of the target was hard or soft bounced, and was excluded from the list of recipients at the Send mailer action. • Excluded - Preferences Mismatched: Indicates that the target did not receive the email sent at the Send mailer step because preferences in the campaign did not match the target's preferences.
Date of Action	The date on which the Contact performed an action related to the Mailer. This action may be sending a response to the Mailer, clicking a URL in the Mailer, or filling a Web form.

Targets Tab

If the Contact is a Target in a Campaign, the Target-related details are displayed in this tab. For a new Contact, this tab is blank. For information about the Properties displayed in this tab, see Target Tabs and Properties.

URLs Clicked Tab

This tab displays the details of the URLs clicked by the Contact. The following table describes the Properties displayed in the URLs Clicked tab:

Property	Description
Campaign name	The name of the Campaign through which Mailers were sent to the Contact.
Mailer Subject	The subject of the Mailer sent to the Contact.
URL Name	The name of the Web page that opens on clicking a URL.
URL Details	Details related to the URL accessed by the Contact.
Last Clicked On	The date on which the URL was last accessed by the Contact.
No. of Clicks	The number of times the URL was clicked by the Contact.
Target ID	The Target that corresponds with the Contact in a Campaign.
Mailer ID	The ID of the Mailer sent to the Contact. The value for this Property is automatically generated by Talisma.
Campaign ID	The Campaign to which the Contact was added as a Target.

Notes Tab

This tab provides a text area in which notes can be added. These notes will be visible to other Talisma Client Users.

Account Tab

This tab displays details of the Account to which the Contact belongs. If the Contact is not associated with any Account, this tab is blank. The following table describes the Properties displayed in this tab:

Property	Description
Account	Name of the Account associated with the Contact. The Account name is displayed as a hyperlink in this column. When this link is clicked, the Account window is displayed.
Reports to	The person to whom the Contact reports. The list of Contacts displayed in this column depends on the hierarchy specified in the Account Hierarchy tab in the Account window.

Team Tab

Every Interaction belongs to a Team. This tab displays details about the Teams to which the Interactions associated with the Contact belong. The following table describes the Properties displayed in this tab:

Property	Description
Team	Add a new row to include Team details of the Interaction, and Owner details of the Talisma User who last responded to the Contact. Details of the number of Interactions in a Team specific to this Contact, and the date of the last response from the Owner of the Contact, are displayed in the relevant columns.
Owner	The name of the Talisma User who responded last to an Interaction sent by a Contact.
Number of Interactions	The number of Interactions associated with the Contact in a Team.
Date of Last Interaction	The date on which the last Interaction was exchanged between the Contact and a User.

Visit Tab

This tab displays the details pertaining to the Contacts visit to a tracked URL. The following table describes the Properties displayed in the Visit tab:

Visit Attribute	Description
URL	The Uniform Resource Locator (URL) of the corporate Web site, which was visited by the Contact.
URL in-time	The time when the Contact started browsing the tracked URL.
URL out-time	The time when the Contact finished browsing the tracked URL, and navigated away from it.
Duration	The duration (in seconds) of the Contact's visit to the tracked URL. Formula: URL in-time - URL out-time.
Shopping cart value	The total value of items in the visitor's shopping cart at any given point during the visit.
Referrer	The person who provided the URL of the corporate Web site to the Contact.
Browser	The Internet browser used by the Contact.
Form Submitted	Indicates whether the Contact submitted a form hosted on the corporate Web site. The value for this Property can be Yes or No.
Demo	The name or URL of the demo hosted on the corporate Web site.
Demo clicked	Indicates whether a Uniform Resource Locator (URL) or a Flash File hosted on the corporate Web site was clicked. The value for this Property can be Yes or No.
Banner ad	The name or URL of the banner advertisement hosted on the corporate Web site.
Banner ad clicked	Indicates whether the Contact clicked the banner advertisement hosted on the corporate Web site. The value for this Property can be Yes or No.
Downloaded files	The names of the files that the User downloaded from the corporate Web site.
Survey	The name or URL of the Survey hosted on the corporate Web site.

Ethnic Groups Tab

This tab lists the Ethnic Group items associated with the Contact. For more information, see “ Ethnic Group Tabs and Properties”.

Test Scores Tab #

This tab lists the Test Score items associated with the Contact. For more information, see “Test Score Tabs and Properties”.

Document Status Tab #

This tab lists the Document Status items associated with the Contact. For more information, see “Document Status Tabs and Properties”.

Addresses Tab #

This tab lists the address details of the Leads associated with the Contact. For more information, see “ Address Tabs and Properties”.

Primary Accounts Tab #

This tab lists the Primary Accounts associated with the Contact. For more information, see “ Account Tabs and Properties”.

Leads Tab #

This tab lists the Leads associated with the Contact. For more information, see “ Lead Tabs and Properties”.

Enrollments Tab #

This tab lists the Enrollments associated with the Contact. For more information, see “ Enrollment Tabs and Properties”.

My Products Tab

This tab lists Properties of the Product Object. For more information, see “ Product Tabs and Properties”.

Portal Tab

The Portal tab is created in the Contact window of Talisma Client when Talisma Customer Portal is installed. This tab displays information about the Portals for which the Contact has registered. For each Portal, the following Properties are updated:

Property	Description
CustomerPortal The name of the Portal as specified when the Portal was installed.
Portal URL	The URL of the Portal for which the Contact has registered.
TPIN	A unique six-character value that is automatically generated when the Contact registers on the Portal. The Contact must use this TPIN to log on afresh to the Portal, and must subsequently change the TPIN to a required password. Note This property can be viewed as a column in the Contact table view. However, the TPIN property in Forms Builder cannot be displayed as a column in the Contact table view.
Has Access	This Property can have one of the following values: • Yes: Indicates that the Contact has access to the Portal. • No: Indicates that the Contact does not have access to the Portal. By default, the value of this Property is set to Yes for a Public Portal. For a Restricted Portal, the default value of this Property is set to No, and must be changed to Yes to enable the Contact to log on to the Portal.
Password	The password required to log on to the Portal. You cannot edit this Property in Talisma Client. This field displays the password in an encrypted format, and is updated when the Contact changes the value in the TPIN Property to a unique password.

Note

Ensure that the Portal tab and the groups within the tab are not deleted.

Preferences Tab

The progress of base object records in campaigns is based on communication preferences values that are set in this tab. Preferences can be added or edited in the Preferences tab of a contact record in Web Client. Updates to the tab can also occur through an import operation, postal mail, telephone calls, or when the contact updates information on an institutional portal, and so on.

Information in the Preferences tab can only be viewed in Desktop Client.

Property	Description
Category	Categories are parent classifications that include multiple groups. As part of a contact’s preference settings, your university or organization is required to create categories and groups against which a contact can select communication preferences.
Group
Email	This property can have one of the following values: • Yes – In the selected group, this setting indicates that the target is willing to accept communication from your institution through the email medium. • No – Indicates that the target does not want to receive email messages in the selected group.
SMS	This property can have one of the following values: • Yes – In the selected group, this setting indicates that the target is willing to accept communication from your institution through the SMS medium. • No – Indicates that the target does not want to receive SMS messages in the selected group.
Letter	This property can have one of the following values: • Yes – In the selected group, this setting indicates that the target is willing to accept communication from your institution through the letter medium. • No – Indicates that the target does not want to receive letter messages in the selected group. Note Settings in this property also apply to the contact's communication preferences in the Create Label step in campaigns.

Calendar Events Tab

The Calendar Events tab displays details of Calendar Events that are sent to attendees. For a new Object record, this tab is always blank. By default records in the tab are displayed in descending order on the Start Date Property.

The following table describes the Properties displayed in this tab:

Property	Description
Calendar Event ID	A unique identifier of the Calendar Event. The value for this Property is automatically generated.
Name	The name of the Calendar Event. This value is typed by the user in the Name field of the Add Calendar Event dialog box.
Start Date	The date and time when the Calendar Event starts.
End Date	The date and time when the calendar event ends.
Time Zone	The time zone that is selected for the Calendar Event.
Location	Details of the location of the Calendar Event.

My Recommended Applications Tab

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.

The following table describe the Properties displayed as column headers in the tab:

Property	Description
Application ID	A unique identifier for the Application.
Name	The name of the Application. Example Graduate Course in Molecular Biology
Owner	The owner of the Application. By default, the name of the logged in User who created the Application is set as the owner of the Application.
Team	The Team in which the Application is created.
Created On	The date and time when the record was created.
Last Updated	The date and time when the record was last updated.
Company	If the Applicant works for an organization, this Property indicates the name of the Company.

My Applications Tab

The My Applications tab lists the Applications associated with the Contact. When a Contact submits an Application from Talisma Customer Portal, the Application is created in Talisma, and displayed in the My Applications tab of the Contact Talisma Client.

Property	Description
Application ID	A unique identifier for the Application.
Name	The name of the Application. Example Graduate Course in Molecular Biology
Owner	The owner of the Application. By default, the name of the logged in User who created the Application is set as the owner of the Application.
Team	The Team in which the Application is created.
Created On	The date and time when the Application was created.
Last Updated	The date and time when the Application was last updated.
Company	If the Applicant works for an organization, this Property indicates the name of the Company.

My Recommendations Tab

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. For more information about including Recommendations in this tab, see Adding Recommendations to the My Recommendations Tab.

The following table describes the Properties displayed as column headers in the tab:

Property	Description
Recommendation ID	The ID of the Recommendation.
Name	The name of the Recommendation.
Owner	The Talisma User who created the Recommendation.
Team	The Team to which the Recommendation belongs.
Created On	The date and time when the Recommendation was created.
Last Updated	The date and time when the Recommendation was last updated.

Event Participation Details Tab

The Event Participation Details tab of a Contact lists the 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. The following table describes the Properties displayed in the tab:

Property	Description
Participant ID	The ID of Participant associated with the Event.
Participant name	The name of the Participant. By default, the name of the Contact is set as the name of the Participant.
Participation status	Indicates the status of the Participant in the Event. This Property can have one of the following values: • Invited • Registered • Attended • Cancellation requested • Interested • Interested in future events • Pending • Confirmed • Approved • Canceled • Declined • Follow-up • No Show • Waitlisted • Payment failed
Currency	Indicates the type of currency accepted for the Event.
Amount paid	The amount paid by the Participant for the Event.
Balance due	The balance amount, if any, to be paid by the Participant.
Group registration	Indicates whether the Participant belongs to a Group.

Participants Paid For Tab

The Participants Paid For tab of a Contact lists the details of all 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. You can manually set a Payee for a Participant from the Participant window. The following table describes the Properties displayed in the tab:

Property	Description
Participant ID	The ID of a Participant.
Participant name	The name of the Participant. By default, the name of the Contact is set as the name of the Participant.
Event name	The name of the Event.
Main Event/Sub Event	Indicates whether the Event is a Main Event, or a Sub Event.
Event type	Indicates whether the Event is a Free Event, or a Paid Event.
Currency	Indicates the type of currency accepted for the Event.
Amount paid	The amount paid by the Participant for the Event.
Payment method	The method used by the Payee to pay for the Event. This Property may have one of the following values: • Credit Card • E-Check • Wire transfer • PayPal • Cheque • Paid at the event • Draft • Other
Group registration	Indicates whether the Participant belongs to a Group.
Participation status	Indicates the status of the Participant in the Event. This Property can have one of the following values: • Invited • Registered • Attended • Cancellation requested • Interested • Interested in future events • Pending • Confirmed • Approved • Canceled • Declined • Follow-up • No Show • Waitlisted • Payment failed
Special needs	Any special requests made by the Participant.
Created On	The date and time when the Participant was created.
Last Updated	The date and time when details of the Participant were last updated.

Group Members Tab

The Group Members tab of a Contact lists the 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 The following table describes the Properties displayed in the tab:

Property	Description
Participant ID	The ID of a Participant.
Participant name	The name of the Participant. By default, the name of the Contact is set as the name of the Participant.
Owner	The owner of the Event to which the Participant belongs.
Created On	The date and time when the Event was created.
Last Updated	The date and time when Properties of the Event were last updated.

Activities Tab #

This tab lists all Activities associated with the Contact. This list includes Activities that are created in Talisma, Activities that are imported from external sources and Activities that are created due to import of data from SIS. On clicking the Activity ID link, you can view the details of the related Interaction. For information about the Properties displayed in this tab, see “Activity Properties”.

Agency/3rd Party Tab #

This tab lists the details of the Account with which the Contact is associated. For more information about Properties displayed in this tab, see “ Contact Tabs and Properties”.

Previous Education Tab #

This tab lists details of the Previous Education details of the Contact.

Personal Tab

Lists Properties created for the Personal tab in Talisma Business Administrator. The tab is visible in Talisma Client only for the User who created these Properties. Note that the Personal tab is visible for the User only if the User has created at least one Property for the tab.

Columns Displayed in a Related Object Tab

Interaction, Opportunity, Order, Target, and Account are the Objects that are related to the Contact Object. These Object tabs display Properties as column headers. You can customize the columns that are displayed in these tabs.