End User Course Modules |
InterAction for Microsoft Outlook (IMO) | · End User Fundamentals · Searching for Contacts · Adding & Editing Contacts · Adding Contacts to Lists | · Creating Reminders · Reviewing Contact Updates · Logging Emails and Creating Activities · Generating Reports |
Working in the InterAction Web Client | · End User Fundamentals · Searching for Contacts · Adding & Editing Contacts · Adding Contacts to Lists · Creating Reminders | · Managing the Message Center · Managing Alerts · Creating Reminders · Generating Reports · Managing Proxies |
InterAction for Microsoft Office 365 | · End User Fundamentals · Searching for Contacts · Adding & Editing Contacts · Adding Contacts to Lists | · Creating Reminders · Reviewing Contact Updates · Logging Emails and Creating Activities · Generating Reports |
InterAction Client Insights | · End User Fundamentals · Searching for Contacts · Adding & Editing Contacts · Adding Contacts to Lists · Creating Reminders | · Managing Contact Updates · Managing Alerts · Creating Reminders · Managing Proxies |
Power User Reference Modules |
InterAction Fundamentals | · Benefits of InterAction · Where Data Comes From · Sharing Contacts | · Company Association · Icon Glossary |
InterAction Windows Client: Managing Contacts & Folders | · Folder Structure · InterAction Reports · Managing Folders · Best Practices for Mailings and Events | · Searching for Contacts · Adding and Editing Contacts · Exporting and Importing Contacts |
InterAction Windows Client: Data Quality & Data Change Management | · Association Cleanup and Promoting · Find and Replace · Data Quality Search Tools | · Data Minder · Managing Duplicate Data · Data Change Management and the Ticket Inbox |
InterAction Administrator: Managing User Accounts & User Groups | · InterAction Administrator Overview · Creating and Managing User Accounts | · Creating and Managing User Groups · Offboarding User Accounts |
InterAction Administrator: Environment Configurations | · InterAction Administrator Overview · Folders and the Folder Dependency Analyzer · Activities, Appointments & Relationship Types · Regional Settings | · Profiles and Search Forms · Configuring the Contact Sync · Processes – Schedule & Results |