Interface-Specific Items and Settings

In contrast to common items and settings, others are unique to an interface and impact only the interface they are configured on.

For example, to create a survey, you must log in to the interface from which the survey will be used. These items are indicated in the following list.

Other items and settings, such as message bases, are interface specific, but can be configured from any interface. Before configuring the item or setting, you select the interface you want to configure.

Configuration

  • Application Appearance
    • Navigation Sets—Can be configured only for the logged-in interface
    • Scripts—Can be configured only for the logged-in interface
    • Workspaces/Workflows—Can be configured only for the logged-in interface
  • Site Configuration
    • Customer Portal
    • File Manager
    • Interfaces
    • Interface-level configuration settings
    • Interface-level message bases
    • Message Templates
  • Service
    • External Search Configuration—Can be configured only for the logged-in interface
    • Incident Stopwords—Can be configured only for the logged-in interface
    • Response Requirements
    • Search Priority Words—Can be configured only for the logged-in interface
    • Topic Browse
    • Variables
  • Opportunity Tracking
    • Promotions—Can be configured only for the logged-in interface

Record types

  • Custom reports—These are configured from the interface they display on, but can display data from multiple interfaces. See Export a Report Definition to an XML File to learn about copying reports from one interface to another.
  • Audiences
    • Contact Lists
    • Segments
  • Campaigns
  • Content Library
    • Documents
    • File Attachments
    • Snippets
    • Templates
  • Mailings
  • Questions
  • Surveys
  • Tracked Links