Defining Contact Update Preferences

To save time and to maintain data accuracy for your Contacts, you can configure the Contact Update Review Preferences to automatically accept updates made by the firm. Updates will be accepted automatically based on the options you define.

• When the update contains new information that does not overwrite existing information.
• When the updates are to formatting of any field

If certain information about a personal contact is marked confidential, updates will need to be reviewed.

• Selecting Yes will check for updates to confidential information to review.
• Selecting No will not check for whether confidential fields in a personal contact have updates from the firm.

Define Your Contact Update Preferences

1. Click on the Settings Tab.
2. Under Contact Management, select Contact Update Preferences. The Contact Update Review Preferences page will display.
3. Select the options below as preferred:
   1. Optional: Automatically accept information where I have none. This option does not overwrite existing information.
   2. Optional: Automatically accept formatting updates. This option updates formatting changes from the firm.
   3. Optional: Yes - Check for updates and let me review. This option adds the update to your list of updates that need to be reviewed so that you can decide if you want to accept the updates or not.
   4. Optional: No - Do not check for updates. This option does not check for firm update on Contact information you have marked as confidential.
4. Save your changes.