Understanding Object Properties

Properties in Talisma Client

In Talisma Client, all Properties are displayed in the Properties or custom tabs of the respective Object windows. You can select or type the value for the Property from the Properties tab, the User Preferences pane, the Preview pane in the Home Workspace or any other Object-based Workspace.

A User with the Customize Object windows Permission can customize the Preferred Properties or User Preferences pane by dragging and dropping Properties from the Properties tab to this pane. Properties displayed in this pane are also displayed in the Properties tab in the Object window and the Preview pane in the Home Workspace and other Object-based Workspaces. You can copy the customized view to other Users.

Values for some Properties cannot be edited because the values are defined by the system. These Properties are dimmed in the Properties tab and the User Preferences pane. A User with the Manage <Object> Permission can define values for the Properties that are editable.

You can assign values to an editable Property in the following ways:

• Type a value against the Property.

• Select a value from a list of values defined by the Talisma Business Administrator User.

• Select a value for a date Property from the calendar control.

• Select a value within a specified interval, using the spin control.

An exception to the above list is assigning values for the Product Property, in an Opportunity. For this operation, you must add a Property to the Opportunity window and then assign values for the Product Property.

Uses for Properties

Properties are used to create Rules, Mailing Lists for Campaigns, and Filters; generate reports; and perform powerful search operations. Properties also help personalize communication through the Mail Merge feature.

System Properties

Every Object item inherits system Properties that may or may not have assigned values. Values for system Properties are either assigned by the Talisma system, by a Business Administrator User, or by a Talisma Client User. The Properties and values for all Talisma Objects are displayed in Talisma Client.

The Properties and values for all Talisma Objects and their elements are displayed in Talisma Client. The Objects and elements that have system Properties include Accounts, Campaigns, Canned Responses, Contacts, Events, Interactions, Link, Messages, Mailer/SMS Templates, Mailing Lists, Offers, Opportunities, Orders, Print Templates, Products, Targets, User, and custom Objects. However, User system Properties and their values are displayed only in Talisma Business Administrator.

Some Objects contain system Properties that require the Business Administrator User to assign values before the Properties can be used. For example, the Product Property has to be assigned values before a Talisma Client User can associate a Product with an Opportunity or an Order. Similarly, values have to be assigned to the Skill Set Property of the User Object, before creating User assignment Rules based on skill sets.

When the Business Administrator User creates custom Objects, Talisma creates Properties for the Objects, by default. The following table lists the default Properties that are created for Global, Team and, Shared custom Objects.

Object type	Default Properties
Custom Global Objects	<custom Object> Name
	<custom Object> Owner
	Date created
	Date Last Updated
Custom Team or Local Objects	<custom Object> Name
	<custom Object> Owner
	Date created
	Date Last Updated
	Team
Custom Shared Objects	<custom Object> Name
	<custom Object> Owner
	Date created
	Date Last Updated

Custom Properties

A Talisma Business Administrator User may customize Talisma by creating user-defined or custom Properties. These custom Properties can store Object attributes that have specific relevance to a department, work function, or an organization.

Custom Properties can be created for the following predefined Objects: Accounts, Campaigns, Canned Responses, Contacts, Events, Interactions, Links, Mailer/SMS Templates, Mailing Lists, Messages, Offers, Opportunities, Orders, Products, Targets, Print Templates, and Users.

Custom Properties can also be created for custom Objects.

Personal Properties

You can create Properties that are exclusive for the User who created the Property. These Properties must be created from Talisma Business Administrator.