Checklist for Configuring InterAction

The following table is a high-level checklist of common tasks you perform when initially configuring InterAction. Note that InterAction comes with many settings out of the box. It is very important to review these settings and make changes as needed for your specific environment.

Configuring InterAction Checklist

Step	Relevant sections ....
Organizing the Firm Contacts
1.	Review the out-of-the-box contact types and determine whether any need to be changed.	Overview of Organizing Contacts Out-of-the-Box Folders and Contact Types
2.	Configure contact types as needed	Creating and Managing Contact Types
3.	Review the out-of-the-box folders and marketing lists and determine what needs to be changed.	Out-of-the-Box Folders and Contact Types
4.	Configure folders as needed.	Overview of Organizing Contacts Creating and Managing Working Lists Creating and Managing Marketing Lists Creating and Managing Administrative Folders
5.	Review the out-of-the-box groupings for folders and contact types.	Out-of-the-Box Administrative Folders Out-of-the-Box Contact Types Out-of-the-Box Marketing Lists and Event Folder Templates
6.	Add or change folder types/contact type groups as needed.	Grouping Folders with Folder Types and Contact Type Groups
7.	Configure folder security as needed.	Configuring Folder Security Web Client Security for Contact Types Web Client Security for Working Lists Web Client Security for Marketing Lists Web Client Security for Administrative Folders
Configuring Core Data
8.	Review the out-of-the-box additional fields - both folder-specific and global.	Out-of-the-Box Additional Fields
9.	Update the additional fields as needed.	Additional Fields and Classifications
10.	Review the out-of-the-box activity and appointment types and groups.	Activity Groups Included with InterAction Activity Types Included with InterAction
11.	Add any necessary activity and appointment types for special mailings, events, or other applications. Set up other activity defaults and settings.	Activities and Appointments
12.	If your organization plans to use the Reminders feature, configure your reminder settings as needed and enable the feature for end users.	InterAction Reminders Configuring Reminders
13.	If your organization plans to use the document references feature, set up document repositories and configure document settings as needed.	InterAction Documents See the section on Setting up Document Repositories in the InterAction Installation Reference Guide
14.	Review the out-of-the-box relationship types.	Relationship Types Included with InterAction
15.	Update the relationship types as needed.	Relationship Types and Categories
16.	Review the out-of-the-box terminology used (nomenclature)	Other Settings
17.	Update the nomenclature with the preferred terms for your environment. Where possible, keep the out-of-the-box terms.	Other Settings
18.	Add new security groups for your organization’s departments as needed.	The Administering InterAction guide
Configuring the Web Client
19.	Review the out-of-the-box Web profiles. Evaluate any contact types you added and determine whether the new types also require profiles.	Out-of-the-Box Web Profiles
20.	Create new profiles for contact types that require them.	Web Client Configuration Basic Concepts Creating and Managing Web Client Profiles
21.	Review the out-of-the-box Web searches.	Out-of-the-Box Web Searches
22.	Add a new Web Client search form for each contact type that also has a profile.	Web Client Configuration Basic Concepts Creating and Managing Web Client Searches
23.	Update the Web Client home page with links to important lists of contacts and other searches.	Web Client Configuration Basic Concepts Customizing the Web Client Home Page
24.	Configure any other Web Client options as needed.	Configuring Templates for Letters, Envelopes, Labels Configuring Other Web Client User Interface Options