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LexisNexis®
University

Sorry, this class is unavailable since class date has already passed.

InterAction Administrator: Maintaining Configurations

Product
InterAction®
Date/Time
Pick a Date/Time
Learning Method
Virtual Training (Alternate)
Persona
InterAction - Administrator
Registration End
02/20/2023

Price $880.00

Registration Closed

Description

Note: This class now runs as a private session to focus on you and your firm's needs. After purchasing this course, an InterAction Trainer will reach out within two business days to scope and schedule your training class at mutually convenient times. Purchasing the class as listed on LNU covers one seat/person in the class only.  If you wish to discuss a private workshop delivery for multiple people from the firm, please use the Request Private Training form to contact the training team for separate scoping & pricing.

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:
×          IT or other Marketing Administrators who will be managing the configuration of various aspects in the database.

Session Outline:
InterAction Administrator: Maintaining Configurations
×          Folders and the Folder Dependency Analyzer
×          Data Change Management Settings
×          Activities, Appointments & Relationship Types
×          Regional Settings
×          Profiles and Search Forms
×          Configuring the Contact Sync
×          Processes – Schedule & Results and Contact Syncs
×          Data Minder Configuration



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.

Save $$ by bundling! Purchase two or more InterAction Power User courses and receive the following discounts at checkout:
Number of eligible courses
Discount percentage
2
10%
3
17%
4
19%


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.

 

 

 

 

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