Contacts

Busy professionals need to maintain a large portfolio of Contact information such as email address, physical addresses, and phone numbers. Unfortunately, that information can quickly become outdated, especially if others at the firm have more accurate information. Even if Contact information is painstakingly updated, it often requires more useful details like relationships and activities with clients. InterAction+™ can help track and organize that information. Sharing that information with the firm means that others can contribute additional information as it becomes available. This benefits individual users and helps groups within the firm collaborate.