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Determination of the column properties of a data source
The application offers a flexible data structure to adapt to external datasources. So it is necessary to typecast data source columns by content. In detail the following properties can be set per column: Content type (ID, Name, Telephone, Fax, ...) Category Mark as name element Display Name (field name) Flag for "hide field" Show default icon Show name above input field Show in search-field select box
Set/Modify Column Properties
The first four parameters can be set in the dialog <Column properties>: The dialog is shown while linking a data source or to be opened later by: Context menu of the folder > Properties (folder) > Column properties |
The last four parameters can be set in the dialog "Input-field properties". You can open this dialog via: Open a record of the folder with the button or by pressing F2 key. A double-click onto that one name in front of a field or a right mouse click > Properties opens this dialog. |
Define Content Type
Some column types are of special importance: ID: With the Record-ID the records are referenced uniquely. Linked data sources should contain the Record-ID in the first column. If no Record-ID is available, the CTI Client references the records by the name columns. Name, First name, Company: These columns are to be labeled usually as name columns to use these for record-name. Phone number (Telephone, Mobile, Pager,... ): Columns labeled as a phone number are considered at the display of phone numbers and the search for phone numbers. TelNote: If this field is located immediately behind a telephone field, this field is then used as a short comment to the phone number. The content of the field is shown then behind the phone number in parenthesis. Fax: Fax-numbers are handled similarly as normal telephone numbers are. However, these are not shown in the folder structure by default (you can remove his restriction in the folder properties). EMail: If a record contains e-mail fields, a new e-mail can be created then directly. A click onto the e-mail button opens the corresponding window of the Default-Mail-Client (for example Outlook). Country Code, City Code, PbxBaseNumber, + Telephone Number / Extension: Phone numbers may be stored separated onto several columns, so what every column contains one component. By means of these columns types the Client can re-assemble the complete phone number. The related fields must follow each other in the tab-order. The tab-order can be set in the data form. URL, Homepage, Folder, File: If you activate the option "Show default icon" for these types, an icon-button is shown left to the edit field in the data form. Modification: (Date and time of last modification of the record): This information can be used by the application for data-cache update. Date of Birth: The Client can be used also for birthday warnings. Hint: This function can be suppressed in folder properties dialog. Group: With search filter "group" you can search in these columns. Unknown ?: If a data source contains columns that do not correspond to any of the predefined types then assign the type ’?’. For all other column types there is no special processing. But it is recommended to typecast as many columns as possible. By means of the type and category the program can assign columns automatically during data copying between folders.
Define category
The category distinguishes between: Private business no category (e.g. Name, First name) By means of the category the telephone icons are represented differently for example. Private phone numbers are shown with a cyan-colored telephone icon with a P and business phone numbers with a yellow telephone icon.
Mark as name element
Columns which are marked as "a name component" are shown in the folder structure and in the edit line as name for record. Typical fields are name, first name and firm. The CTI Client creates the record name by following mapping: the last name at first, if available, then the first name, if available, separated by comma, then all other name columns (except for firm), separated by comma, and then the company, separated by '/'.
Set Field Display Name
This name is shown in the data form in front of the respective field. If the default icon is shown before the field, it is possible to let the display name empty.
Hide field
With "Hide field" characterized columns / fields are not shown in the data form. But these fields are considered for full text search.
Show default icon
For some column types like phone, mobile and e-mail predefined icons are available. These can be shown in the data form left to the input fields.
Show name above input field
The field name is shown in the data form above the field.
Show in search-field select box
This option effects the search field selection box content in the main view. By default the name, first name, firm, phone number, group, ID, full text and MultiField Search are selectable in the search field selection box. If the option is set for a column, the column name is shown besides in the search field selection box as soon as the respective folder was selected. So you can restrict the search on the content of a column.