Introduction to the InterAction Windows Client

The InterAction Windows Client is the software primarily used by data stewards and marketing users. These users may also occasionally use InterAction Administrator for modifying some configurations or InterAction Web Client to review how professionals see information.

InterAction Windows Client has several uses including the following:

  • Configuring InterAction - The InterAction Windows Client is used to configure the fields that store information for contacts. For example, you use the Windows Client to define contact types and folder-specific additional fields. For more information about configuring InterAction data fields, see the Configuring InterAction guide.
  • Performing Data Cleanup - The InterAction Windows Client is used by data stewards and administrators to clean up contact data. Requests from users to change data are handled using this software. For more information about data cleanup, see The Role of Maintaining Data Quality.

  • Proactively Managing User Changes - The InterAction Windows Client can be used by data stewards to manage user changes through InterAction’s Data Change Management features. For more information, see Overview of Data Change Management.

  • Performing Marketing Tasks - Marketing users often use the Windows Client because of its robust functionality that provides the ability to do custom searches, exports, reports, mail merges, broadcast emails and other functionality that is commonly used by marketing. For more information about using these features, see Managing Marketing Lists.

  • Entering Firm-Wide Data - The InterAction Windows Client provides users the ability to enter firm-wide data for contacts including phones, addresses, activities, relationships, notes and additional fields. Unlike with Web Client, Data Change Management is not used to determine whether a change is applied to the contact. When you edit a field, the field is edited directly. Procedures for editing and entering firm-wide data are included throughout chapters 1-9 of this book.

For information on navigating the Windows Client, see the following sections: