Contact Update Settings

Contact Update Settings let you manage how InterAction processes updates for those contacts in your user list for which you have decided to review updates before they are applied (those contacts for which the I want to review updates to my contacts before they are applied option is selected.)

Note that the default settings are available in My InterAction even if you are currently accepting all updates for all contacts.

To access Contact Update Settings, choose the Settings option on the InterAction Ribbon or menu in Outlook, then choose Contact Updates. The Contact Update Settings section of the My InterAction page displays.

Contact Update Settings

This page is divided into two sections.

  • Contact Update Review Settings
  • Confidential Information Review Settings

Contact Update Review Settings

The Contact Update Review Settings section provides two options that build in more intelligence and automation to the update process. Each of these options can save you time when reviewing updates.

  • Automatically accept information where I have none fills in any fields that you have left blank with the updated information from the Firm List.

  • Automatically accept formatting updates applies when a change is made to a field for which your contact has a value and the new value on the Firm Contact has the same value but with different formatting.

    Selecting this option automatically applies the change to your contact for the field even if the ‘Automatically keep this contact up to date’ option is not selected. This option saves you time since your organization will most likely standardize the format of certain field values as part of their data quality practices, and, consequently, this may result in a large number of updates for you to review. Since these updates don’t really change the value of the information, you can save the time and effort of reviewing by selecting the second option.

    Note that fields set as confidential are not updated.

Confidential Information Review Settings

The Confidential Information Review Settings provide you the means of being notified of updates from the Firm to contact data that you have chosen to keep confidential. By notifying you about these changes, you may decide to unlock more of your contact information that is set confidential because the organization appears to have valuable data that you wish to have added to your contact on an ongoing basis.

The setting asks you if you want InterAction to check for updates to information you have chosen to keep confidential. You can then choose Yes - Check for updates and let me review or No - Do not check for updates.

Once you have made your selections, choose Save.