Display of the Lead Object in Different Windows

Scenario	Behavior
Display of the New Interaction Window This section describes the display of the Lead Object in the New Interaction window when the value of the View related Object items based on the set Object item option in Talisma Business Administrator is set to Yes.
When the Talisma Client User selects: A Lead in the Lead Table View and clicks the New Interaction button. - OR - The New Interaction button in the Lead window. - OR - A Lead and clicks New in the Add Interaction dialog box in the Interactions tab in the Lead window. - OR - A Lead in the Lead Table View in a custom Workspace and clicks the New Interaction button. - OR - The New Interaction button after selecting a duplicate, invalid, or disqualified Lead in the Lead Table View, in the Lead window, in the Interactions tab of the Lead window, or in a custom Workspace based on Leads. Note This behavior of the Lead Object in the New Interaction window also occurs in the above scenarios when the value of the View related Object items based on the set Object item option in Talisma Business Administrator is set to No.	The New Interaction window is displayed with the Lead option selected in the Link to list. Further, the value in the Name field of the Lead is displayed in the Name field of the New Interaction window. The Contact associated with the Lead is displayed in the Contact field. Details of the Enrollment that is associated with the Lead are displayed in the Name field when the Talisma Client User selects Enrollment in the Link to list. Note In a scenario where the User selects a Lead in the Table View that is not associated with a Contact, and clicks the New Interaction button, a message is displayed to inform the User that the selected Lead will not be linked to the Interaction as no Contact is associated with the Lead. In a scenario where the User clicks the New Interaction button after selecting multiple Leads in the Lead Table View, the New Interaction window is displayed. Values are not updated in the Contact Property, and in the Link to and Name fields. This behavior also occurs if the value of the View related Object items based on the set Object item option in Talisma Business Administrator is set to No.
The Talisma Client User selects the New Interaction button after selecting a valid, duplicate, invalid, or disqualified Lead in the Lead Table View, the Lead window, the Interactions tab of the Lead window, or in a custom Workspace based on Leads. In this scenario, the Lead is not associated with a Contact.	The New Interaction Window is displayed. Further, a message is displayed informing the User that the Interaction will be created only if a Contact is associated with the Interaction. Values in the Contact Property, and the Lead field in the Link to list will be blank. Note Before logging the Interaction, if the User changes the Lead to another Lead with which a Contact is associated, details of the Enrollment (if any) associated with the new Lead will be available in the Link to and Name fields. Further, the Contact Property of the Interaction is set to the Contact associated with the new Lead.
The Talisma Client User changes the Lead that is set in the New Interaction window.	The Contact associated with the changed Lead will automatically be displayed in the Contact field. In a scenario where no Contact is associated with the changed Lead, a message is displayed indicating that the Interaction creation operation will not continue. The selection of the original Lead and Contact Object items will be retained.
Display of the New Interaction window From an <Object> Window Specific to an Object other than the Lead or Enrollment Objects, this section describes the display of the New Interaction window when the value of the View related Object items based on the set Object item option in Talisma Business Administrator is set to Yes.
The User clicks the New Interaction button after viewing an Object item other than Lead or Enrollment in the Object window. Alternatively, the User clicks the New Interaction button when an Object item is selected in the Object Table View, in the <Object> tab in the Item View of another Object, or in a custom Workspace based on the Object.	The New Interaction window is displayed. Values are not updated in the Contact Property, and in the Link to and Name fields. Before logging the Interaction, if the User specifies a value in the Name field when Lead is selected in the Link to list, details of the Lead’s associated Contact are updated in the Contact Property. Details of the Enrollment that is associated with the specified Lead are also displayed in the Name field when the User selects Enrollment in the Link to list. This scenario also occurs if the User selects multiple instances of the Object item in the Object Table View, in the <Object> tab in the Item View of another Object, or in a custom Workspace based on the Object.
Display of the Interaction Window This section describes the display of the Interaction window when the value of the View related Object items based on the set Object item option in Talisma Business Administrator is set to Yes.
The Talisma Client User changes the Contact in the Add Message window.	The details of the Lead associated with the original Contact are cleared.
In the Regarding Lead Property, the Talisma Client User selects a Lead that is not associated with any Contact.	A message is displayed informing the User that the selected Lead cannot be associated with the Interaction as the Lead is not associated with any Contact. The message also informs the User that if the Regarding Lead Property was blank, no value will be updated in the Property. Alternatively, if the Regarding Lead Property contained a value, the original value will be retained.

Display of the New Interaction Window

This section describes the display of the Lead Object in the New Interaction window when the value of the View related Object items based on the set Object item option in Talisma Business Administrator is set to Yes.

When the Talisma Client User selects:

A Lead in the Lead Table View and clicks the New Interaction button.

- OR -

The New Interaction button in the Lead window.

- OR -

A Lead and clicks New in the Add Interaction dialog box in the Interactions tab in the Lead window.

- OR -

A Lead in the Lead Table View in a custom Workspace and clicks the New Interaction button.

- OR -

The New Interaction button after selecting a duplicate, invalid, or disqualified Lead in the Lead Table View, in the Lead window, in the Interactions tab of the Lead window, or in a custom Workspace based on Leads.

Note

This behavior of the Lead Object in the New Interaction window also occurs in the above scenarios when the value of the View related Object items based on the set Object item option in Talisma Business Administrator is set to No.

The New Interaction window is displayed with the Lead option selected in the Link to list. Further, the value in the Name field of the Lead is displayed in the Name field of the New Interaction window. The Contact associated with the Lead is displayed in the Contact field. Details of the Enrollment that is associated with the Lead are displayed in the Name field when the Talisma Client User selects Enrollment in the Link to list.

Note

In a scenario where the User selects a Lead in the Table View that is not associated with a Contact, and clicks the New Interaction button, a message is displayed to inform the User that the selected Lead will not be linked to the Interaction as no Contact is associated with the Lead.

In a scenario where the User clicks the New Interaction button after selecting multiple Leads in the Lead Table View, the New Interaction window is displayed. Values are not updated in the Contact Property, and in the Link to and Name fields.

This behavior also occurs if the value of the View related Object items based on the set Object item option in Talisma Business Administrator is set to No.

The Talisma Client User selects the New Interaction button after selecting a valid, duplicate, invalid, or disqualified Lead in the Lead Table View, the Lead window, the Interactions tab of the Lead window, or in a custom Workspace based on Leads. In this scenario, the Lead is not associated with a Contact.

The New Interaction Window is displayed. Further, a message is displayed informing the User that the Interaction will be created only if a Contact is associated with the Interaction.

Values in the Contact Property, and the Lead field in the Link to list will be blank.

Note

Before logging the Interaction, if the User changes the Lead to another Lead with which a Contact is associated, details of the Enrollment (if any) associated with the new Lead will be available in the Link to and Name fields. Further, the Contact Property of the Interaction is set to the Contact associated with the new Lead.

The Talisma Client User changes the Lead that is set in the New Interaction window.

The Contact associated with the changed Lead will automatically be displayed in the Contact field.

In a scenario where no Contact is associated with the changed Lead, a message is displayed indicating that the Interaction creation operation will not continue. The selection of the original Lead and Contact Object items will be retained.

Display of the New Interaction window From an <Object> Window

Specific to an Object other than the Lead or Enrollment Objects, this section describes the display of the New Interaction window when the value of the View related Object items based on the set Object item option in Talisma Business Administrator is set to Yes.

The User clicks the New Interaction button after viewing an Object item other than Lead or Enrollment in the Object window. Alternatively, the User clicks the New Interaction button when an Object item is selected in the Object Table View, in the <Object> tab in the Item View of another Object, or in a custom Workspace based on the Object.

The New Interaction window is displayed. Values are not updated in the Contact Property, and in the Link to and Name fields.

Before logging the Interaction, if the User specifies a value in the Name field when Lead is selected in the Link to list, details of the Lead’s associated Contact are updated in the Contact Property. Details of the Enrollment that is associated with the specified Lead are also displayed in the Name field when the User selects Enrollment in the Link to list.

This scenario also occurs if the User selects multiple instances of the Object item in the Object Table View, in the <Object> tab in the Item View of another Object, or in a custom Workspace based on the Object.

Display of the Interaction Window

This section describes the display of the Interaction window when the value of the View related Object items based on the set Object item option in Talisma Business Administrator is set to Yes.

The Talisma Client User changes the Contact in the Add Message window.

The details of the Lead associated with the original Contact are cleared.

In the Regarding Lead Property, the Talisma Client User selects a Lead that is not associated with any Contact.

A message is displayed informing the User that the selected Lead cannot be associated with the Interaction as the Lead is not associated with any Contact.

The message also informs the User that if the Regarding Lead Property was blank, no value will be updated in the Property. Alternatively, if the Regarding Lead Property contained a value, the original value will be retained.

Scenario	Behavior
Display of the New Interaction Window This section describes the display of the New Interaction window when the value of the View related Object items based on the set Object item option in Talisma Business Administrator is set to No.
The Talisma Client User selects the New Interaction button after selecting a Lead (a valid, duplicate, invalid, or disqualified Lead) in the Lead Table View, in the Interactions tab of the Lead window, or in a custom Workspace based on Leads. Alternatively, the User selects the New Interaction button in the Lead window. In each case, the selected Lead is not associated with a Contact.	The New Interaction window is displayed with the Lead, and Enrollment (if an Enrollment is associated with the Lead) details displayed in the Link to and Name fields. The Contact Property of the Interaction is not set. Note Before logging the Interaction, if the User changes the Lead to another Lead with which a Contact is associated, details of the Enrollment (if any) associated with the previous Lead continue to be available in the Link to and Name fields. Further, although the new Lead has an associated Contact, the Contact Property of the Interaction is not set.
The Talisma Client User selects the New Interaction button when a Lead (a valid, duplicate, invalid, or disqualified Lead) is selected in the Lead Table View, in the Interactions tab of the Lead window, or in a custom Workspace based on Leads. Alternatively, the User selects the New Interaction button in the Lead window.	The New Interaction window is displayed with Lead and Enrollment (if an Enrollment is associated with the Lead) details displayed in the Link to and Name fields. The Contact Property is also updated in the New Interaction window. Note In a scenario where the Lead in the Link to field is changed in the New Interaction window, regardless of whether the Lead is associated with a Contact or an Enrollment, the selection of the original Contact and Enrollment is retained.
Display of the New Interaction Window From an <Object> Window Specific to an Object other than the Lead or Enrollment Objects, this section describes the display of the New Interaction window when the value of the View related Object items based on the set Object item option in Talisma Business Administrator is set to No.
The User clicks the New Interaction button after viewing an Object item other than Lead or Enrollment in the Object window. Alternatively, the User clicks the New Interaction button when an Object item is selected in the Object Table View, in the <Object> tab in the Item View of another Object, or in a custom Workspace based on the Object.	The New Interaction window is displayed. Values are not updated in the Contact Property, and in the Link to and Name fields. Before logging the Interaction, if the User specifies a value in the Name field when Lead is selected in the Link to list, details of the Lead’s associated Contact are not updated in the Contact Property. Details of the Enrollment that is associated with the specified Lead are also not displayed in the Name field when the User selects Enrollment in the Link to list. This scenario also occurs if the User selects multiple instances of the Object item in the Object Table View, in the <Object> tab in the Item View of another Object, or in a custom Workspace based on the Object.
Display of the Interaction Window This section describes the display of the Interaction window when the value of the View related Object items based on the set Object item option in Talisma Business Administrator is set to No.
In the Regarding Lead Property of the Interaction, the Talisma Client User selects a Lead that is not associated with a Contact.	The Regarding Lead field will be updated with the changed value. The name of the original Contact and Enrollment associated with the Interaction continue to be displayed in the Contact Property, and Regarding Enrollment Property.

Scenario

Behavior

Display of the New Interaction Window

This section describes the display of the New Interaction window when the value of the View related Object items based on the set Object item option in Talisma Business Administrator is set to No.

The Talisma Client User selects the New Interaction button after selecting a Lead (a valid, duplicate, invalid, or disqualified Lead) in the Lead Table View, in the Interactions tab of the Lead window, or in a custom Workspace based on Leads. Alternatively, the User selects the New Interaction button in the Lead window.

In each case, the selected Lead is not associated with a Contact.

The New Interaction window is displayed with the Lead, and Enrollment (if an Enrollment is associated with the Lead) details displayed in the Link to and Name fields.

The Contact Property of the Interaction is not set.

Note

Before logging the Interaction, if the User changes the Lead to another Lead with which a Contact is associated, details of the Enrollment (if any) associated with the previous Lead continue to be available in the Link to and Name fields. Further, although the new Lead has an associated Contact, the Contact Property of the Interaction is not set.

The Talisma Client User selects the New Interaction button when a Lead (a valid, duplicate, invalid, or disqualified Lead) is selected in the Lead Table View, in the Interactions tab of the Lead window, or in a custom Workspace based on Leads. Alternatively, the User selects the New Interaction button in the Lead window.

The New Interaction window is displayed with Lead and Enrollment (if an Enrollment is associated with the Lead) details displayed in the Link to and Name fields. The Contact Property is also updated in the New Interaction window.

Note

In a scenario where the Lead in the Link to field is changed in the New Interaction window, regardless of whether the Lead is associated with a Contact or an Enrollment, the selection of the original Contact and Enrollment is retained.

Display of the New Interaction Window From an <Object> Window

The New Interaction window is displayed. Values are not updated in the Contact Property, and in the Link to and Name fields.

Before logging the Interaction, if the User specifies a value in the Name field when Lead is selected in the Link to list, details of the Lead’s associated Contact are not updated in the Contact Property. Details of the Enrollment that is associated with the specified Lead are also not displayed in the Name field when the User selects Enrollment in the Link to list.

Display of the Interaction Window

This section describes the display of the Interaction window when the value of the View related Object items based on the set Object item option in Talisma Business Administrator is set to No.

In the Regarding Lead Property of the Interaction, the Talisma Client User selects a Lead that is not associated with a Contact.

The Regarding Lead field will be updated with the changed value.

The name of the original Contact and Enrollment associated with the Interaction continue to be displayed in the Contact Property, and Regarding Enrollment Property.