Advanced InterAction Configuration for Marketing Users

• Edit entities in the InterAction Administrator software
• Create and manage user accounts and groups
• Use Smart Connect to resolve unresolved PIM contacts
• Understand New Contact rules
• Assign permission to create folder templates
• Archive a folder
• Create contact types
• Create groups for data stewards
• Provide access to the DCM inbox
• Manage follow-up text

• Create Data Change Management Rule Sets
• Create activity types
• Create relationship types
• Create a Folder Dependency Analyzer (FDA) rule
• Assign rights to the Data Quality Tools in the Windows Client
• Edit location types
• Customize nomenclature
• Assign report permissions
• Configure "send to me" reporting process

• Overview of InterAction
  • Review of InterAction Fundamental Concepts
  • The InterAction Architecture
  • Overview of End-User Applications
  • The InterAction Administrator Client
  • Contact Organization
• Administering User Access
  • Managing User Accounts
  • Add a User with InterAction Administrator
  • Importing User Accounts
  • Creating User Groups
  • Partial Administration Rights
  • Setting up Proxies
  • Setting Regional Settings for Individual Users
• Loading Users and Contacts into InterAction
  • Sources of Contacts and Contact Data
  • Loading data Tools
  • New Contact Rules
  • Smart Connect
  • Basic Import
• General Folder Management and Configuration
  • Administering Folder Classes and Folder Types
  • Folder Templates
  • Archiving Folders

• General Folder Management and Configuration (continued)
  • Configuring location types and regional settings
  • Customizing nomenclature
  • Creating and configuring activity types
  • Creating and configuring relationship types
  • Data Change Management
  • Assigning Rights to Data Quality Tools
• Creating and Managing Contact Types
  • Creating Contact Types
  • Granting Permissions to Create Contact Types
  • Creating Web Profiles and Web Searches
• Defining Dependencies between Folders
  • Folder Dependency Analyzer
  • Configuring the FDA Rule
  • Scheduling an FDA Process
  • FDA - Adding a Contact Associated to a Company to a Folder
• Configuring InterAction Reports
  • Report Formats
  • Reporting Roles
  • Configuring Reports - Assigning Permissions
  • Configuring Reports - Send to Me Process

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