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InterAction+™ Hybrid Answer Center

Editing Contacts

  • Updated

Contacts can be updated directly from the Contact Details page or inline from the Contacts Tab. You can edit firm-level details, personal information, employment status, and relationship data, or even manage contacts by adding, removing, and updating them—all from an easy-to-use menu with clear options for each type of change.

Contact information can be updated from the Contact Details page. You can edit the Contact at the Firm level, at the personal Contact level, employment information, and relationship information. You can also manage Contacts and remove them from My Contacts. Contacts can also be edited inline from the Contacts Tab.

Edit a Contact

  1. Click on the Contacts tab.
  2. On Contact Details page, click on the Contact you want to edit.
  3. Click the pencil icon next to the Contact name. A menu will display.

  4. Select the type of Contact information you want to edit from the menu. 

    A screenshot of the Edit Contact menu. The options are Edit Firm Contact, Edit My Contact, Edit Employment, Edit My Relationship, Manage Contact, Remove from My Contacts and Delete Firm Contact (listed in red).
  5. Follow the steps below based on the option you chose from the menu.

Edit Firm Contact

  1. Select Edit Firm Contact from the menu. The Edit Firm Contact Information window will display: A screenshot of the Edit Firm Contact Information window.
  2. Edit the Firm Contact information.
  3. Save your changes.

Edit My Contact Information

  1. Select Edit My Contact Information from the menu. The Edit My Contact Information window will display:
  2. Edit the Contact information.
  3. Verify whether to automatically apply updates from the firm or review them first.
  4. Save your changes.

Edit Employment Information

  1. Select Edit Employment from the menu. The Edit Employment for <selected contact>window will display.
  2. Choose the reason for the Employment Change, click Next>, and follow the steps below:
    1. Job Title: Update the Job Title field and Save.
    2. Moved to a new location: Select the appropriate option, click Next>, complete the form, and Save.
    3. Left the company or is at a different company: Select the appropriate option, click Next>, complete the form, and Save.
    4. Company name is incorrect: Update the company name and Save. Changing the company name will change the name of the Company in the Practice List. All contacts that are associated to this company will be updated.

Edit Relationship Information

  1. Select Edit My Relationship. The Edit My Relationship window will display.
  2. Select whether you know or don't know the Contact. If you know the Contact, continue. Otherwise click SAVE to close the window.
  3. Describe how you know the Contact in the Relationship Description.
  4. Select whether you know the Contact well. This affects information about the relationship displayed on the Relationships section of the Contact information window.
  5. Select whether to keep your relationship with the Contact personal. The relationship will still be stored for your own use.
  6. Save your changes.

Manage Contacts

  1. Select Manage Contact. The Manage Details window will open.

  2. Edit the Relationship Information as needed.
  3. In the Contact Type frame, toggle the ALL LISTS drop-down as needed and edit the Contact Types as needed.
  4. In the Marketing and Marketing Lists (with Sponsorship) frame, toggle the FAVORITE LISTS drop down as needed and edit the Marketing Lists as needed.
  5. In the Working Lists frame, toggle the FAVORITE LISTS drop-down as needed and edit the Working Lists as needed.
  6. In the Other Profile Details frame, Select the Preferred Correspondence language as needed.
  7. Save your changes.

Remove a Contact from My Contacts

  1. Select Remove from My Contacts from the menu. The Remove from My Contacts window will display:

    A screenshot of the Remove from My Contacts window. A confirmation message asks if you are sure if you want to remove the contact from "My Contacts". The options are Yes or No.

  2. Click on YES. The Contact will be removed from your personal Contacts.

Delete Firm Contact

This feature is only accessible to users with Data Governance tier access who are part of the Data Administration group.

  1. Select Delete Firm Contact from the menu. The Delete Firm Contact window will display:

    A screenshot of the Delete Firm Contact window. The header says "Delete Boynton, Laura?" and an error message states that deleting the contact will remove it from all activities, lists, opportunities, business plans and other associated items. You have the option to click the red Delete button or click Cancel. This action cannot be undone once completed.

  2. Click DELETE.

    This action cannot be undone once completed.