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Hi There,

Thanks for your reply. I refer the interaction folder with the private contacts [Source Type : Private].

We use URL to query the web service and get the contacts from the folder by passing the Folder ID. We wanted to retrieve all the private contacts from any given folder ID. By default, interaction web client, not pulling those private contacts and also the web service.

We can not do the import of contacts from WIN client. We want some way of pulling the contacts by setting some attributes at the interaction level, or by some parameters.

Thanks in advance,
Satheesh.


Hi Satheesh,

Are you referring to a folder ( or a public folder) in the microsoft exchange server?

Have you tried importing the contacts to the Windows Client? Or perhaps creating a category in Outlook to pull the contacts?

Hi Satheesh,

Are you referring to a folder ( or a public folder) in the microsoft exchange server?

Have you tried importing the contacts to the Windows Client? Or perhaps creating a category in Outlook to pull the contacts?

Hi All,

We are using the web client of Interaction to pull the contacts from folders [Using logged on credentials].

we like to get all the contacts which are all stored in personal folder. At the time of contact creation in Win Client, we need to select the Source Location of that contact which can be either business or personal. If we use personal source location, then the contact shows up in Win Client but not in Web Client [and also using the Web Service URL].

So what's the best way to retrieve those contacts from Personal Folders.?
1. Is there any setup for Web Client which needs to be done in Win Client to retrieve those contacts?
2. Is there any special attribute need to be passed when making a Web Service call for the contacts?

Thanks in Advance,
Satheesh.

Thanks JR - just got back from holiday and saw the reply.

That's how we were thinking to start with, but I'm not sure it will work during our implementation.  We have a phased rollout and some phases will create circa 9,000 duplicates, basically corrupting the system for any offices we already have on line.

I just can't believe LN don't have more options to automate this process, especially for duplicates by email address...

Thanks for the insight anyway.

Are there any InterAction apps for Blackberrys out there that people use/recommend ?

you can do it by eporting potential matches out to a 3rd party tool, assigning duplicate ID's and rank, importing it back in to InterAction and using the windows client to "Merge clients using DQS" tool.

I've done it before on a few things with mixed results. Its good to get a lot of contacts deduped in bulk quickly, but doesn't intelligently merge phone numbers and addresses in a lot of instances .. and you and up having to do a big clean-up after the bulk dedupe anyway.

For a big job like that, I would recommend brining in a few temps to do change tickets, and also regularly run data quality searches (e.g. contacts with the same email address) and dedupe the results.

All,

Hope there are still a few people out there on this board...

We're in the middle of a global rollout of Interaction and my biggest concern right now is managing duplication of contacts, especially through Outlook synchronization.  We have a Data Steward function in place as per the recommended model, but I can't help thinking they will be overwhelmed.

Does anyone have experience of automating the resolution of duplicates to some extent - either by customizing Interaction or with the use of a 3rd party tool?

If you're using 5.5, try this:

From the Windows Client, choose Tools - Reports and then click on the Mange Reports button.
Find the report you want (but can't see) in the Web Client and click on Edit.
On the Security tab, near the bottom, under "Accessible from" - make sure that the "Display in the Web Client" box is checked, and that the "Don't show this to users yet. (Inactive)" box is unchecked.

I'm pretty sure that 5.6 is close to the same screens/choices, but maybe someone else can back me up on that.