This virtual course is a comprehensive, hands-on overview focused on preparing trainers to educate attorneys and administrative assistants to use InterAction tools your firm has available: Client Insights & IA for Office365 (IA365) or InterAction for Microsoft Outlook (IMO) & the Web Client.
This session provides an in-depth review of contact and folder maintenance in the InterAction Windows Client, as well as best practices for managing marketing lists and events.
This session provides an in-depth review of best practices for managing data quality tools and searches, duplicate contacts and data, and the Data Change Management inbox.
This session provides an in-depth review of the configuration options available through the InterAction Administrator.
This session provides an in-depth review of the InterAction Administrator, as well as managing User Accounts, user list configurations, and User Groups.
The InterAction Reports Workshop introduces firms to the possibilities of visualizing data through reporting tools in InterAction. Courses are customizable, and can be focused on ‘out of the box’ reports, creating and designing new CORE InterAction reports, or using Microsoft® Power BI® reports with your InterAction data.
Note: After purchasing this course, an InterAction Trainer will reach out within one business day to scope and schedule your Reporting Workshop at mutually convenient times. Courses can be scheduled up to 4 hours in length and accommodate up to 12 participants.