Setting New Contact Defaults

Keeping Contacts up to date and maintaining confidentiality where needed is vital in Client Insights. When you add Contacts to the Firm List, you can set your personal preferences to automatically keep your Contacts up to date or to manually review Contacts before the updates are applied. Here you can also specify the action you want to occur when you create contacts in Microsoft Outlook®.

1. Click on the Settings tab.
2. Under Contact Management, select New Contact Defaults.
3. Adjust the default contact update settings for contacts you add to the Firm List as needed:
   1. Automatically keep my contacts up to date. (Information you keep confidential is not automatically updated.)
   2. I want to review updates my contacts before they are applied.

4. Under Confidential Data Settings, indicate which fields you want to share with the firm and which fields you want to remain confidential when a new contact is created:

   • Fields that a confidential by default, are marked with a locked icon .
   • Fields that are not confidential by default, are marked with an unlocked icon .

   When a contact is created, the confidentiality of the fields can be changed by clicking the locked or unlocked icon to toggle the setting.

5. Under Outlook Contact Sync Settings, Select the action that you want to occur when you create contacts in Microsoft Outlook®:
   1. Add them to the Firm list.
   2. Keep the contact in my List only. Do not add them to the Firm List.
   3. Ask me to decide if the contacts should be added to the Firm List.
6. Save your changes.