Setting a Contact for a New Interaction

See Also

The history of a Contact's communication with your organization over a particular issue, is preserved in the form of an Interaction in Talisma. Therefore, while creating an Interaction, you must associate a Contact with the Interaction. If the Contact details are available in Talisma Main Database, you can search for the Contact using Contact Properties, and associate the Contact with the new Interaction. However, if the Contact is new, you must create the Contact in Talisma, and then associate the Contact with the Interaction.

Contact Properties of the following data types are supported in the search condition:

Data Type	Description
Long	Accepts a range of whole numbers.
String	Accepts alphanumeric characters.
E-mail	Accepts alphanumeric characters in the e-mail address format.
URL	Accepts alphanumeric characters in the URL format.
Float	Accepts a range of numbers with decimals.

In addition, operators that are supported with the above data types are >, >=, <, <=, =, Contains, Exists, Starts with, Near, and Contains Near.

Talisma ignores the following Properties:

•   Read-only Properties

•   Properties belonging to the RecordList tab

Contacts for a new Interaction can be located in two ways - using Contact Properties, or by specifying conditions in the Search pane.

Locating a Contact using Properties

1.  From the New Interaction window, click Preset Properties.

The Select Properties dialog box is displayed.

2.  From the Unselected Contact Properties list, select the Contact Properties you want to use to search for the Contact.

3.  Click > to move the Properties selected to the Selected Contact Properties list.

4.  Click OK.

The Properties selected are displayed as search conditions in the Search pane.

5.  Click Search.

The Contacts dialog box is displayed listing Contacts that satisfy the search condition specified.

6.  Select the Contact to set for this Interaction, and click Set Contact.

The Contact name is displayed in the Contact field.

7.  Continue with creating the Interaction.

Note  For step 5, if Contacts satisfying the search condition do not exist, Talisma creates a Contact with details that were specified in the search condition. The Contact created is set as the Contact for this Interaction. The Contact name is displayed in the Contact field.

Locating a Contact from the Search Contacts Pane

1.  From the New Interaction window, define filter conditions in the Search Contacts pane.

2.  Click Search.

The Contacts dialog box is displayed listing Contacts that satisfy the search condition specified.

3.  Select the Contact to set for this Interaction, and click Set Contact.

The Contact name is displayed in the Contact field.

4.  Continue with creating the Interaction.

Note  For step 2, if Contacts satisfying the search condition do not exist, Talisma creates a Contact with details that were specified in the search condition. The Contact created is set as the Contact for the Interaction. The Contact name is displayed in the Contact field.

Note 

•   Contact Properties selected using the Preset Properties option are displayed in the Search Contacts area for every new Interaction. To clear these Properties, remove the Contact Properties from the Select Properties dialog box.

•   Search conditions defined directly from the Search pane are available only for the current Interaction.

•   To search for a Contact, type the first few characters of the name and click .