Search

InterAction+™ Hybrid Answer Center

Managing Contacts

  • Updated

The Manage Contacts form lets users quickly update contact details. You can access it by selecting a contact from the Contacts tab or Actions menu. Once in the form, you can change relationship info, add or remove contacts from marketing lists, update profile details, and manage contact types. For multiple contacts, simple navigation links allow you to efficiently edit information and save your changes.

  1. Navigate to the Contact you want to manage by doing one of the following:

    • Click on the Contacts Tab.

      1. Mark the check box in front of the Contact you want to manage.
      2. Open the Actions Menu and select Manage Contacts. The Manage Contact form will be displayed.

      To manage multiple Contacts, on the Contacts page, mark the check box in the header and select Manage Contacts from the Actions menu. You can then use the < PREVIOUS and NEXT> links to move through your contacts list more efficiently for editing.

    • Navigate to the Contact Details page for the Contact you want to manage.
      1. Click the edit icon .

      2. Select Manage Contact from the List of options. The Manage Contact form will be displayed.

  2. Update the Contact information as needed:
    • Under Edit Relationship Information, select options for indicating you have a Business Development Interest in a Contact, whether you know a Contact and how well you know them, and whether to keep your relationship with a Contact private rather than shared with the firm.
    • Under Marketing and Marketing Lists, select or deselect the check box to add or remove a Contact from that List. To select all Lists, click the check box in the heading for the List next to Name.
    • Under Other Profile Details, the preferred language Listed in a Contact's profile can by changed by setting Preferred Correspondence Language.
    • Under Contact Type Lists, select Contact Types by checking the box next to a Contact type. The available Contact types can be either ALL LISTS of Contacts or only the FAVORITES LIST, based on the setting in.
    • Under the Working Lists section, select List membership. The available Lists can be either ALL LISTS or the FAVORITES LISTS.
  3. Save your changes.