Advanced navigation in InterAction makes it simple to search, access, and edit contact information using tools like the toolbar, grid check boxes, right-click menus, and drop-down options. You can also use features like the Preview pane and E-mail Link to quickly share pages or view more details, ensuring an efficient experience with the Web Client.
Advanced navigation features allow you to easily search, access, and/or edit contact information in InterAction. Listed below are some advanced navigational tips:
- The toolbar is part of the static main menu page of the Web Client. Within the toolbar, InterAction welcomes you by name, and you can access the Find Contact, Web Client Help, and My InterAction. On some types of pages, you can also choose the E-mail Link to send the URL of the current page in an email message (see Sending a Link to a Web Client Page in an Email Message).
- From any grid listing of contacts in the Web Client, you can select the check boxes to the left of the contact names to perform an action on multiple contacts at once.
- Right-clicking anywhere in the Web Client allows you to access features specific to the item that is selected.
- When viewing a list of contacts, you can expand or collapse the Preview pane at the bottom of the page. You may want to collapse this to see more items in the list. To expand the preview pane, choose the plus icon (
). To collapse the preview pane, choose the minus icon (
).
Web Client Top Menu
- Use Find Contact to do a quick search. Enter the last name or company name for a contact and choose the search button or press Enter. If you do not know the exact spelling, select Sounds like.
- To view information about using the InterAction Web Client, choose Help.
- To change your preferences, choose My InterAction.
- To create an email message containing a link to the page you are viewing, choose Send Link.
Web Client Drop-Down Menu
- You can access many features from the drop-down menus that appear above a list of contacts.
- You can perform actions on multiple contacts at once. From any grid contact list, check the boxes next to each contact to select them, then choose the action you want to perform from the drop-down menu.
In this example, the selected contacts can be added to a category.
Using the Right-Click Menus
[A] You can right-click on a contact to open a menu with actions relevant to the contact.
In this example, the menu displays options relevant to a contact in your contact list.
Expanding and Collapsing the Preview Pane for a List of Contacts
[A] You can expand and collapse the Preview pane on a list of contacts.
Sending a Link to a Web Client Page in an Email Message
Sometimes you may need to share information in InterAction with another InterAction user in your organization. You can do this by emailing a link to the page. When the other user clicks the link, the Web Client opens and navigates to the specific page.
The recipient of your email message must be a valid InterAction user and must have sufficient access rights to see the page.
Using the E-mail Link option described here is the best way to send a link to a page. It automatically removes the information used to authenticate your account with InterAction from the link.
To email a link to a Web Client page:
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Navigate to the page you want to email.
Not all pages can be sent by email. When a page can be sent, a link with the text E-mail Link is available in the upper right corner of the page. Depending on how InterAction is configured, the E-mail Link option may not be available on any Web Client pages.
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In the upper right corner of the page, choose E-mail Link.
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If prompted to install the utility necessary to send email, follow the prompts to do so, then repeat these steps.
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A new message containing the link opens in your email program. Edit the message as necessary and send it as you normally would.
The email generated by InterAction may not include your normal email signature. You need to manually add your email signature to the message. See the documentation for your email program for details.