InterAction Essentials – Maintaining, Searching, and Importing Contact Data (08/06/2014-08/06/2014)

Seats Available: 10

  • Class: InterAction Essentials – Maintaining, Searching, and Importing Contact Data (08/06/2014-08/06/2014)
  • Date: 08/06/2014-08/06/2014
  • Time: 2:00pm EST- 5:00pm EST
  • Class Type: Virtual Training
  • Registration End: 08/04/2014

Description

InterAction -  Frequently Asked Questions

* Registration for this bundle includes free access to: InterAction Fundamental Concepts OnDemand Training. Class will appear in your “My Classes” page once payment for the Essentials Bundle has been processed.

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

Price: $525.00 Add To Cart{"prodid": "12605","type":"class","course":"948"}Select Quantity

Class Information

    This bundle is geared for InterAction Data Stewards who are responsible for maintaining accuracy of contacts in the database. The modules in this bundle include information on maintaining contacts, working in the DCM Inbox and using Data Quality tools. The bundle includes a discount in attending all 3 courses. Once registered for this course, meeting information for these classes will be sent in a separate email

Prerequisites