After you install InterAction, there are many changes you can make to control how the software works in your environment. These changes, which range from very minor to much more significant, are generally referred to as configuration changes. Note that InterAction includes many options set out of the box, so you do not necessarily need to re-configure everything immediately.
Configuring InterAction is a significant step in your overall implementation. Before beginning this step, you should have completed the planning and analysis stages.
Details about these types of changes are covered throughout this guide. Generally configuration tasks can be grouped into the following main areas:
- Determining how to organize and categorize the contacts. The primary means to do this is with folders. Folders come in different varieties, such as contact types, marketing lists, and working lists.
Configuring core data needed for relationship intelligence. This type of information includes activity/appointment types, relationship types, and additional fields.
End users see these “system” items when creating and editing contact data. For example, when creating a new activity, a user selects an activity type such as Letter.
This area also includes configuring document references if your organization chooses to use this feature.
- Making adjustments to the Web pages displayed by InterAction Web Client. The Web Client is the primary application used by professionals in your organization.
Note that all of these configuring tasks work together. For example, you might add some new activity types to the database. This action affects the pages used for creating new activities in the Web Client. Therefore, configuring “core data” is part of configuring the Web Client. Similarly, contact types play a key role in how contacts appear in the Web Client, so configuring contact types is also part of configuring the Web Client.