Settings
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.
System Administrator Settings
- Settings Overview
- System Administrator Settings
- Working with Custom Field Widgets or Tiles
- Setting Home Preferences
- Setting Firm Preferences and Regional Settings
- InterAction+™ CIM Calendar Sync: Microsoft® Outlook® Exchange On-Premise and Microsoft® Exchange Online
End User Settings
- End User Settings Overview
- Configuring General Settings
- Working with Contact Categories
- Defining Regional Settings
- Configuring Reminder Preferences
- Defining Contact Update Preferences