InterAction - Frequently Asked Questions
* Registration for this bundle includes free access to: InterAction Fundamental Concepts OnDemand Training.
Maintaining data integrity within the InterAction product is absolutely essential for any organization. Being a successful Data Steward means that you have attention to detail and possess a passion for data accuracy and standardization. Essentials for Data Stewards illustrates not only the key features and tasks associated with maintaining the integrity of InterAction, but also the best practices that will assist you in streamlining and maximizing your efforts to ensure the correctness and completeness of your database. Most importantly, you will participate in hands-on activities involving data organization, data quality tools and data standardization while discussing, considering and applying best practices for data quality. These live, instructor led sessions also allow you to interface with other Data Stewards which encourages a cross-firm dialogue as to how others in your industry support data quality in InterAction.
This bundle includes the following course modules:
• InterAction Fundamental Concepts
• Maintaining, Searching and Importing Contacts
• Using Data Change Management and Data Quality Tools
Fundamental Concepts
• Overview of InterAction
• Contact Synchronization
• Company Association
• Data Change Management
InterAction Architecture
• Overview of InterAction Architecture
• PIM and InterAction Web Client
• InterAction Windows Client
• InterAction Administrator
Demonstration of InterAction for Microsoft Outlook (IMO)
• Overview of IMO
• Searching for Contacts and Viewing Contact Details
• Viewing and Adding Information from IMO Pane
• Adding an Email Activity
Demonstration of the InterAction Web Client
• Overview of the Web Client
• Message Center
• Searching for Contacts
• Viewing Contact Details
• Using the Find Contact Field
• Performing Tasks on Multiple Contacts
Demonstration of the InterAction Windows Client
• Overview of Windows Client
• Viewing Contact Details
• Add a New Contact
Maintaining, Searching and Importing Contacts:
• Explain the purpose of contact types
• View, edit, and add contact information
• Searching InterAction Data
• Importing Contacts
Using Data Change Management and Data Quality Tools:
• Overview of Data Change Management (DCM)
• How DCM rules are set
• Process DCM tickets
• Create and run data maintenance searches
• Access and use data quality tools
*Once registered for this course, meeting information for these classes will be sent in a separate email.
To participate in this virtual training class, you must have access to an Internet browser and a telephone.
To ensure the trainer can provide sufficient individual attention to every participant, each registration allows a single person a single connection to the course. If you wish to have additional people share a connection, please register each person individually.
Audience:
Data Stewards responsible for maintaining the quality of InterAction data