If a user changes his or her name, update the user contact list name to match this new name. Changing the user’s name on the user account does not update the name of the user contact list. For instructions, see Change the Name and Labels for a User Contact List. Note, users can also change the name of their contact lists from the Preferences page of the Web Client.
For each contact, users are given four fields in which they can store additional contact data. This information is not synchronized with the firm list, however, it may be synchronized with another application if your firm synchronizes with Outlook. Users can customize the labels for these fields using the Preferences page in the Web Client. For example, the user can change “User Field 1” to “Birthday.” In InterAction Administrator, you can also manage the names of the custom fields. For more information, see Change the Name and Labels for a User Contact List.
User Contact List Name and Label Defaults
When a user contact list is initially created, it generates the name of the user contact list from the user’s first and last names entered on the New User dialog box. You can change the default format for new user contact lists. For details, see Change the Default Name and Labels for New User Contact Lists.
Change the Name and Labels for a User Contact List
- Log on to InterAction Administrator.
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From the main entity list, double click User Contact List.
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On the Manage User Contact List dialog box, select the user contact list and choose Edit.
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Choose the Other tab.
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Make any changes necessary and choose OK.
Change the Default Name and Labels for New User Contact Lists
- Log on to InterAction Administrator.
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From the main entity list, double click User Contact List Configuration.
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From the User Contact List Configuration dialog box, choose User Contact List Names.
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On the User Contact List Names dialog box, edit information you wish to change and choose OK when finished.