System Administrator Settings
After InterAction+™ is installed and implemented, System Administrators can define additional settings for their firm. It is important to note that when the Administrative settings are updated, the changes update for all Firm users in the system.
- 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
- Modifying System Nomenclature
- Adding and Editing Opportunity Types
- Configuring Opportunity Stages
- Adding and Editing Origination Source
- Updating Outcome/Outcome Reasons
- Adding and Editing Opportunity Types of Work
- Working with Custom Fields
- Group Management
- Third Party Management