Configuring Relationship and New Contact Settings

Administrators can manage the relationship and new contact settings for contacts added to user contact lists. For more information, see the following sections:

• Configuring User Contact List Defaults for New Contacts
• Set New Contact List Defaults for New Contacts Added through Synchronization or Import
• Set Defaults for New Contacts Added through Synchronization or Import for a Single User's Contact List
• Creating Who Knows Whom Relationships from User Contact Lists
• Configure New Contact List Defaults for Knows Relationship Creation
• Configuring Knows Relationship Creation for Individual User Contact Lists

Configuring User Contact List Defaults for New Contacts

When users add contacts to their contact lists through the new contact wizard, they can indicate whether the contact should be added to the firm list. When contacts are added to the contact list through other means, such as import or synchronization with other applications, the user may not be able to indicate whether the contact should be added to the firm list. When this occurs, a default contact availability setting is used. You can set InterAction to do one of the following actions to contacts when they are added to the user contact list:

• Add the contact to the firm list - this adds the contact to the firm list in addition to adding the contact to the user’s contact list. These two contacts are connected.
• Keep the contact in the user’s contact list only - this adds the contact to the user’s contact list only.
• Ask the user to decide if the contact should be in the firm list - this adds the contact to the user’s contact list only, but puts the contact in a special state indicating that the user must review the contact. Using this setting, you can use the Smart Connect feature to help determine which contacts should be contributed to the firm list.

Typically, you should default all user contact lists to the option that lets users decide which contacts should be added to the firm list. This option, when combined with the use of the Smart Connect rules, provides the following benefits:

• Users have control over which contacts are kept personal and which contacts are contributed to the firm list.
• Your organization can recommend contacts to add to the firm list or automatically connect contacts from a user’s contact list with contacts in the firm list. This improves data quality and ensures that users are contributing to InterAction.

In the Web Client, users also have the option of choosing between automatically adding contacts to the firm list, keeping the contacts in his or her list, or letting the user choose for each contact. Users do not have the option in the Web Client to decide if Smart Connect is used. These options are available in My InterAction on the New Contact Defaults page.

For instructions on administering new contact defaults, see the following sections:

Set New Contact List Defaults for New Contacts Added through Synchronization or Import

1. Log on to InterAction Administrator.

2. On the main window entity list, double-click User Contact List Configuration.

   

3. On the User Contact List Configuration dialog box, choose Relationship Settings.

   

4. On the Relationship Settings dialog box, choose the contact settings for new contacts.

5. If you select to Ask the user to decide if the contact should be added to the firm list, you can select the option to Use global Smart Connect to assist in the user’s review process.

   If this option is chosen, you can configure the Smart Connect Rules to determine how contacts are handled. For more information, see Configuring Smart Connect Rules.

6. When finished, choose OK.

Set Defaults for New Contacts Added through Synchronization or Import for a Single User's Contact List

1. Log on to InterAction Administrator.
2. On the main window entity list, double-click User Contact List.
3. Select the user contact list you wish to change and choose Edit.

4. On the Edit User Contact List dialog box, choose the Relationship tab.

   

5. On the Relationship tab, choose the contact settings to use.
6. When finished, choose OK.

Creating Who Knows Whom Relationships from User Contact Lists

When a user does either of the following, a relationship can automatically be created between the user and the contact to indicate that the user knows the contact:

• The user finds a contact in the firm list and chooses Add to My Contacts.
• The user adds a contact from his or her list to the firm list.

For example, Lisa Short finds a contact for David Adamson in the firm list. She chooses Add to My Contacts to add David Adamson to her contact list. A relationship is automatically created that indicates Lisa Short Knows David Adamson and conversely, David Adamson is Known by Lisa Short.

Administrators can determine whether or not relationships should be created automatically for each user. Users may also be able to control this setting from the My InterAction page of Web Client. However, administrators can determine whether or not each user has the option of changing the behavior. For example, the administrator can set any of the following behaviors:

• A relationship is automatically created between the user and a contact, however, the user can decide to turn this off later.
• A relationship is automatically created between the user and a contact and the user is not given the option to change this.
• A relationship is not automatically created between the user and a contact, however the user can decide to turn this on later.
• A relationship is not automatically created between the user and a contact, and the user is not given the option to change this.

Configure New Contact List Defaults for Knows Relationship Creation

1. Log on to InterAction Administrator.

2. From the main entity list, double click User Contact List Configuration.

   

3. From the User Contact List Configuration dialog box, choose Relationship Settings.

   

4. From the Relationship Settings dialog box, select the Who Knows Whom settings you want to apply to user contact lists.

   To	Do This
   Automatically create relationships and allow the user to change the setting	Select both check boxes
   Automatically create relationships and prevent the user from changing the setting	Select only the first check box
   Not create relationships and allow the user to change the setting	Select only the second check box
   Not create relationships and prevent the user from changing the setting	Select neither check box

5. When finished, choose OK.

Configuring Knows Relationship Creation for Individual User Contact Lists

1. Log on to InterAction Administrator.
2. From the main entity list, double click User Contact List.
3. Select the user contact list you want to change and choose Edit.

4. From the Edit User Contact List dialog box, choose the Relationship tab.

   

5. Select the Who Knows Whom settings you want to apply to user contact lists.

   To	Do This
   Automatically create relationships and allow the user to change the setting	Select both check boxes
   Automatically create relationships and prevent the user from changing the setting	Select only the first check box
   Not create relationships and allow the user to change the setting	Select only the second check box
   Not create relationships and prevent the user from changing the setting	Select neither check box

6. When finished, choose OK.