This session provides an in-depth review of the configuration options available in the InterAction Administrator. You will learn best practices for environment configurations, contact profiles, folder dependency rules and data change management settings, and more!
Targeted Roles:
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× IT or other Marketing Administrators who will be managing the configuration of various aspects in the database.
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Session Outline:
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InterAction Administrator: Maintaining Configurations
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× Folders and the Folder Dependency Analyzer
× Data Change Management Settings
× Activities, Appointments & Relationship Types
× Regional Settings
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× Profiles and Search Forms
× Configuring the Contact Sync
× Processes – Schedule & Results and Contact Syncs
× Data Minder Configuration
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After Class Resources & Periodic IA Training Communications:
- As part of your training purchase, participants will receive a subscription to our InterAction Training Quarterly Newsletter: The latest news from IA Training!
- 90 day access to self-paced learning module that aligns with class content.
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Number of eligible courses
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Discount percentage
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2
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10%
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3
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17%
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4
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19%
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Private Training Available:
- Tailor a custom training session for up to 12 members of your firm.
- Private sessions are scheduled around your convenience with our InterAction trainers.
- Contact LNTraining@lexisnexis.com for more details.