InterAction+™ allows System Administrators to configure the Firm's instance of Client Insights to fit the Firm's needs. Individual users can also configure their own instance to their personal preferences where applicable.
Your access to the configurations on the Settings Tab depends on your role in InterAction+. If you are an end user (Attorneys, Legal Assistants, Administrative Assistants, Business Development Resources, and Firm Leaders), you can set your personal preference. If you are a System Administrator, additional features on the Settings tab allows you to configure InterAction+ for your entire firm.
End Users (Attorneys, Legal Assistants, Administrative Assistants, Business Development Resources, and Firm Leaders)
End users can configure their instance of Client Insight to their personal preferences:
- Proxy Management
- Category Management
- Alert Preference
- Regional Settings
- Reminder Preferences
- Contact update Preferences
- New Contact Defaults
- Outlook Calendar Sync
System Administrators
Users with Administrative rights have access to administrative settings on the Settings tab. The Settings configure InterAction+ for the entire firm. Please note that when these settings are changed, the changes apply across all of Client Insights for all firm users. There are settings for:
- Firm Preferences
- Business Planning
- Pipeline Management
- Outlook Calendar Sync Management
- Key Client Radar
Business Planning and Pipeline Management features are only available to Strategic Data users.