Talisma Fundamentals User's Guide.book

Talisma Fundamentals User’s GuideAbout Tabs in TalismaTalisma Tabs can be of two types: predefined and custom. All Object windows have predefined Tabs suchas the Properties Tab and the History Tab. Object windows can also have custom Tabs defined by theadministrator in Talisma Business Administrator.For information about predefined Tabs for each Object, see the respective window topic.ExampleFor information on the predefined tabs in the Interaction window, see TheInteraction Window.Custom Tabs can be of the following types:• Comment• Document• Attachment• Web• RecordList• LinkedNoteOn a Windows XP computer, in the Properties tab of the Object window, the display of content is distortedwhen the User views information by using the scroll wheel of the mouse.The Comment TabTalisma enables you to store additional information about an Object in the Comments tab. Thesecomments may be used for reference purposes, or to convey information to another Talisma User. TheComments are not visible to an external Contact. The Objects for which the Comments Tab can beconfigured are Account, Contact, Opportunity, Order, and any custom Object.The Comments Tab is displayed in an Object window only after it is configured in Talisma BusinessAdministrator. You can add comments in the Comments tab only after it is configured. For example, afteryour Business Administrator User has configured the Comments Tab for the Contact Object, you can addcomments in the Comments Tab when working in the Contact window. The comments are displayed alongwith the date and time when they were saved.To Add Comments1. Open the required Object item.2. From the menu, select Add Comments.The Comments dialog box is displayed.3. In the Enter Text field, type your comments.4. Click OK.The Comments are added, and are displayed in the Comments tab of the selected window.32