Managing Contacts Overview

You can add, edit, and view your user contacts directly from the My Contacts page. A new contact wizard makes it easy to create and profile new contacts.

You can also view and edit Firm Contacts within the InterAction Web Client. You can connect your contacts to Firm Contacts so that you can access the organization’s Relationship Intelligence for the contacts and benefit from connections and information from other users.

Finally, you can view changes to the phone numbers and addresses that others have made to the Firm Contacts and decide if you want these changes applied to your version of the same contacts.

Note: For more about the difference between user contacts and Firm Contacts, see The InterAction Solution and Contributing Contacts and Keeping Data Confidential.

InterAction’s Data Change Management process enables you to control what contacts and information you are willing to contribute and how changes are reflected on your version of your contacts. Information you add to a Firm Contact may be subject to Data Change Management rules. With InterAction’s Data Change Management feature, your organization can establish rules to define minimum data requirements, normalize that data, and control what changes to the Firm’s version of a contact must be approved, must be reviewed, or are automatically accepted.