Moving beyond essential maintenance, Admin 201 provides students with an array of strategic options for environment set-up. Thinking through processes and internal procedures, this course is designed to think beyond your initial installation, and configure your environment to suit your firm’s needs. Students should have InterAction foundational experience and/or have taken the InterAction Essentials Administrator Track.
Targeted Role:
InterAction Administrators who will be maintaining the environment from the Administrator client.
Session Outline:
- New Contact Rule Strategies
- Configuring Smart Connect
- Strategic Configurations
- Creating Web Client Profiles and Search Forms
After Class Resources & Periodic IA Training Communications:
- InterAction Training Quarterly: The latest news from IA Training!
- Notifications to free webinars, blogs and tutorials at LexisNexis University
- Continued learning opportunities
New Contact Rule Strategies:
Contacts are added to your database continuously, and having a strategic plan to manage new contacts will create efficient processes for your InterAction Administrators. In this section, we provide interactive scenarios through an overview of New Contact Rules, and best practices for managing new contacts.
Configuring Smart Connect:
Many firms are looking for ways to streamline processes for end-users, and Smart Connect can be a powerful tool for this. Providing an easily identifiable method for sharing contacts, Smart Connect uses the intelligence of your database and give recommendations to end users. Strategic setup of Smart Connect can play a big part in good time management.
Strategic Configurations:
InterAction provides many options to customize the database to the needs of your firm. Thoughtful setup of these configurations can be important in end user adoption, and this section provides best practices, as well as suggestions from other firms, in managing nomenclature, regional settings and activity, appointment and relationship types.
Creating Web Client Profiles and Search Forms:
Providing your end users with valuable contact intelligence goes a long way in their adoption of the database. Creating thoughtful access to firm intelligence is equally as important, and this section provides strategies for Web Client Profiles and Search Forms that allow your users to access specific information from InterAction.