Configuring User Contact Lists

User contact lists can be configured to manage contact information in several different ways. Out of the box, InterAction is automatically set to a recommended configuration for new user contact lists, however, you may choose to customize these settings for your environment.

You can configure user contact lists at the global level or for individual users. For details, see the following sections:

• Managing Defaults for New User Contact Lists
• Global User Contact List Settings
• Managing Individual User Contact Lists

Managing Defaults for New User Contact Lists

Each user’s contact list is created automatically when you create a user. You cannot delete a user contact list.

When a user contact list is created, the settings for that user contact list are determined by the new contact list default settings you have defined for your InterAction environment. Any contact list created automatically has these settings defined.

Default settings for new user contact lists can be changed for each individual contact list. For example, you may default all new user contact lists to automatically create Who Knows Whom relationships, but then modify this setting for a particular user contact list where the user does not want to indicate when he or she knows a contact.

Tip: The defaults set for new user contact lists when an InterAction database is initialized are the recommended settings for user contact lists.

When you change the defaults for new user contact lists, you can choose to automatically update existing contact lists to use these settings as well. When you choose this option, any user contact lists that already exist in InterAction have their default settings updated to match the settings you have specified. Selecting the option to update existing user contact lists changes the settings for the contact list but does not change any settings for individual contacts in the list.

For more information on managing new contact list defaults, see the following sections:

• Configuring Confidential Data Settings
• Configuring Contact Update Settings
• Configuring Synchronization Settings
• Configuring Relationship and New Contact Settings
• Configuring Contact List Names

Global User Contact List Settings

Global settings are typically used to manage and enforce policies at your organization and cannot be overridden for a specific user contact list. Global settings are available when configuring each of the following:

• Confidential Data Settings

• Contact Update Settings

• Synchronization Settings

For details on the global configuration options for each of these types of settings, see the following sections:

• Configuring Confidential Data Settings
• Configuring Contact Update Settings
• Configuring Synchronization Settings

Managing Individual User Contact Lists

In InterAction Administrator, an administrator can maintain settings for each user’s contact list. Users can manage their preferences for their user contact lists on the My InterAction page in the Web Client.

Note, for some settings, administrators can override a user’s ability to change a setting. For example, administrators can require users to always create a Knows relationship when adding a contact to the firm list. A Knows relationship is a contact to contact relationship defined between an InterAction user and a contact that can be used for many features in InterAction, including the Relationship Map™ and Who Knows Whom pages of the Web Client.

For more information on managing user contact lists, see the following sections:

• Configuring Confidential Data Settings
• Configuring Contact Update Settings
• Configuring Synchronization Settings
• Configuring Relationship and New Contact Settings
• Configuring Contact List Names