Web Client Overview

These topics cover a general overview of the Web Client and Desktop Integration components.

InterAction Overview

• Relationship Intelligence
• The InterAction Solution
• Overview of Contact Management
• Contributing Contacts and Keeping Data Confidential
• Reviewing and Accepting Updates
• Going Beyond User Contacts: Working Lists
• Overview of Leveraging Relationship Intelligence

Section I: Using the Web Client

Navigation

• Overview of Navigation

• Left-Hand Menu
• InterAction Toolbar and Other Navigation Features
• Home Page
• Using the Contact Overview Pages
• Using the Contact Details Page
• Working with Lists of Contacts

• My InterAction Settings

My Contacts

• Managing Your Contacts

• Categorizing Your Contacts
• Filtering and Searching Your Contacts
• Merging Your Contacts
• Contributing Contacts to the Firm List
• Reviewing Updates to Your Contacts

• Comparing Your Contacts with the Firm's Contacts

Managing Contacts

• Managing Contacts Overview

• Addresses, Phones, and Electronic Addresses
• Creating Contacts
• Editing Contact Information
• Add Locations to Companies or People
• Change a Person's Employment
• Additional Fields for Profiling
• Viewing and Editing Profile Information for a Contact
• Notes

• Sending a Change Request

Maintaining Contact Types

• Overview of Contact Types

• Applying and Removing Contact Types

Activities, Appointments, and Documents

• Activities, Appointments, and Documents Overview

• Creating and Editing Activities
• Using Appointments in the Web Client
• Attaching Documents to Activities and Contacts
• Using Activities and Appointments Outside of InterAction
• Security for Activities and Documents

• Monitoring Your Contacts for Alerts

Reminders

• Overview of Reminders

• Creating Reminders

• Viewing and Editing Reminders

Lists

• Using Lists

• Contact Type Lists
• Working Lists
• Marketing Lists

• Identifying that You Have a Business Development Interest with a Contact

Relationships

• Overview of Relationship Intelligence

• Viewing the Relationships for a Contact
• Entering and Editing Your Own Relationship with Contacts
• Create a Relationship Between Two Contacts

• Finding Connections Between Contacts with the Relationship Map

Finding Information

• Ways to Find Information in InterAction

• Using Find Contact
• Using the Contact Searches
• Finding Activities and Appointments
• Finding Documents
• Searching Tips

• Using Names and Addresses in Searches

Proxies

• What Access Does a Proxy Have?

• Managing Your Proxies

Managing Holiday Card Mailings

• Holiday Card Solution Overview

• Procedures for Professionals
• Procedures for Marketing
• Holiday Card Configuration Summary
• Searches

• Automated Exports

Creating Letters, Envelopes, or Labels

• Overview of Creating Letters, Envelopes, or Labels from the Web Client

• Create Letters, Envelopes, or Labels from a List of Contacts

• Create a Merge Template to Use with the Web Client

Viewing and Printing Reports

• Overview of Viewing and Printing Reports in the Web Client

• Viewing and Printing Reports for Contacts
• Personalizing Your Reports

• Emailing Reports

Section II: Desktop Integration

Using InterAction Data Within Microsoft Word

• Overview of InterAction Word Processor Integration

• Launching the Web Client from Your Word Processor
• Inserting Contact Information into a Word Document
• Creating an Envelope with an InterAction Contact
• Creating a Label with an InterAction Contact
• Using InterAction Contacts in a Mail Merge

• Creating and Managing Contacts From Within Word