Ethnic Group Tabs and Properties

The Ethnic Group Reference Object indicates details about the ethnic group of Leads and Contacts. For example, the ethnic group of a Lead or a Contact can be American Indian or Caucasian.

While the Talisma User will not be required to create instances of the Ethnic Group Object, the User will be required to incorporate instances of the Ethnic Group Object into the Lead and Contact Objects.

Before reading the descriptions in this topic, see Using Property Tables in Talisma Client Help.

The text "TBA" in the last column of the table refers to Talisma Business Administrator.

Note

In a scenario where your organization has integrated Talisma CRM with an SIS, values of Properties will be automatically updated when Talisma CRM is synchronized with the SIS.

The Ethnic Group Object contains the following tabs:

• Properties Tab

• History Tab

• Categories Tab

• Contacts Tab

• Leads Tab

Properties Tab

This tab contains system and custom Properties created for the Ethnic Group Object.

Property (* indicates that the Property is mandatory)	Description	Value Updated by (Talisma/User)	Property Can be Edited/Deleted in TBA
Ethnic Group ID	A unique identifier for the Ethnic Group.		Cannot be edited or deleted
External SIS ID	A unique identifier for the corresponding Ethnic Group in the SIS.
Name*	The name of the Ethnic Group item.
Owner	The owner of the Ethnic Group item. By default, the User who creates the Ethnic Group item is its owner.
Created On	The date and time when the Ethnic Group item was created.		Cannot be edited or deleted
Last Updated	The date and time when the Ethnic Group item was last modified.		Cannot be edited or deleted
Created By	The Talisma User who created the Ethnic Group item.
Code	The code for the Ethnic Group item.
Active	This Property can have one of the following values: • Yes - Indicates that the Ethnic Group item is displayed when you search for the Ethnic Group item in the Ethnic Group field of a related Object. • No - Indicates that the Ethnic Group item is not displayed when you search for the Ethnic Group item in the Ethnic Group field of a related Object.

History Tab

This tab lists the actions performed on the Ethnic Group item. For example, if an Ethnic Group item is categorized, this action is recorded as an event in the history of the Ethnic Group item. To specify the events to be displayed in this tab, select Options from the Tools menu. In the Options dialog box, set the required Ethnic Group Event options from the Event tab.

Note

When Talisma is installed afresh, audit is disabled for all events and Properties. Hence, audit records will not be displayed in the History tab. For more information, about enabling or disabling audit, see Business Administrator Help and Installation Manager Help.