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InterAction+™ Hybrid Answer Center

Data Minder: Forget Contact

  • Updated

General Information

Only Data Governance administrators can access Forget Contact.

Use Data Minder's Forget Contact to:

  • Forget existing contacts that your firm has been asked to remove for compliance reasons, and prevent contacts from being entered or reentered into InterAction+™. Contact suppression deletes all Firm Contact Data:
    • Name
    • Addresses
    • Phones
    • Email Addresses
    • Folder Links
    • Relationships
    • Classifications
    • Activities/Appointments (only the contact delete; removed from other activities)
    • Matter, Opportunity, Engagement membership
    • Notes
    • Contact Types
    • Additional Fields (Global & Folder Specific)
    • Documents
  • Reinstate suppressed contacts to add a contact back into InterAction+ that's been suppressed. Reinstating a contact doesn't restore the contact record. Rather, it removes the suppression record, allowing the contact to be added to InterAction+.

Forget a Contact

When you suppress a contact:

  • That is already in the InterAction+ database, the contact record and its connections are removed from InterAction+.

    Contact suppression removes the contact from InterAction+ completely, permanently and irreversibly deleting the record from the InterAction+ database.

  • That's not found in the InterAction+ database, the contact is prevented from being added to the InterAction+ database in the future.
  1. From the left menu, click Data Minder.
  2. Open the Forget Contact tab.

  3. Verify that Suppress is selected.

  4. Search for the contact you want to suppress.

    The search results won't include any contacts sourced from the Duplicates folder (because they were the incomplete "losing" contacts in a Duplicate merge). If you suppress a contact that has a matching contact in the Duplicates folder, it's removed from the Duplicates folder in the background.

  5. If the person:

    • Is found in the InterAction+ database, you'll see a brief summary of associated opportunities and tasks. To continue with the suppression, click Forget.

    • Isn't found in the InterAction+ database, you'll see a note that it wasn't found. If you want to prevent it from being added, click Suppress.
  6. Complete the Forget Contact fields:
    1. Requested by: The name of the personnel (such as the data quality analyst) who requested the suppression.
    2. Reason: Reason for suppression (e.g., contact died, contact asked to be purged from the firm's records.)
    3. How was the request made?: Enter how the Requested By person made the request (phone, email, etc.).
    4. Immediately delete contacts found in user contact lists: Select this check box to prevent users from getting emails. If left unchecked, emails are sent to the user associated to each user contact list.

Reinstate a Contact

Reinstating a contact doesn't restore the contact record. Rather, it removes the suppression record, allowing the contact to be added to InterAction+.

  1. From the left menu, click Data Minder.
  2. Open the Forget Contact tab.
  3. Click Reinstate.
  4. Search for the contact you want to reinstate.
  5. Click Reinstate.
  6. Complete the Reinstate Contact fields:
    1. Requested by: The name of the personnel (such as the data quality analyst) who requested the reinstatement.
    2. Reason: Why the contact is being reinstated
  7. Click Reinstate.