Ethnic Group Tabs and Properties
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.
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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:
This tab contains system and custom Properties created for the Ethnic Group Object.
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Property (* indicates that the Property is mandatory) |
Description |
Value Updated by (Talisma/User)
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Property Can be Edited/Deleted in TBA
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Ethnic Group ID |
A unique identifier for the Ethnic Group. |
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Cannot be edited or deleted |
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External SIS ID |
A unique identifier for the corresponding Ethnic Group in the SIS. |
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Name* |
The name of the Ethnic Group item. |
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Owner |
The owner of the Ethnic Group item. By default, the User who creates the Ethnic Group item is its owner. |
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Created On |
The date and time when the Ethnic Group item was created. |
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Cannot be edited or deleted |
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Last Updated |
The date and time when the Ethnic Group item was last modified. |
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Cannot be edited or deleted |
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Created By |
The Talisma User who created the Ethnic Group item. |
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Code |
The code for the Ethnic Group item. |
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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. |
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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.
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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. |
This tab lists the Categories created for the Ethnic Group Object. From this tab, you can categorize the Ethnic Group item by selecting one or more Categories.
This tab lists the Contacts associated with the Ethnic Group item. From this tab, you can view details of a selected Contact in the Contact window. For information about the Properties displayed in this tab, see “ Contact Tabs and Properties”.
This tab lists the Leads associated with the Ethnic Group item. From this tab, you can view details of a selected Lead in the Lead window. For information about the Properties displayed in this tab, see “ Lead Tabs and Properties”.
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Last Updated: 9/16/2019
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