Overview of Configuring InterAction

• Introduction
• What Does 'Configuring InterAction' Mean?
• InterAction Components
• Tools Used to Configure InterAction
• Checklist for Configuring InterAction

Defining Folders to Organize and Categorize Contacts

• Overview of Organizing Contacts
• General Folder Management
• Configuring Folder Security
• Creating and Managing Contact Types
• Creating and Managing Working Lists
• Creating and Managing Administrative Folders
• Grouping Folders with Folder Types and Contact Type Groups
• Defining Dependencies Between Folders
• Variable Field Additional Field Extension

Configuring Scheduling and Communication Functions

• Activities and Appointments
• InterAction Reminders
• Configuring Reminders
• InterAction Documents
• Configuring InterAction for International Correspondence
• Activities, Appointments, and Documents

Configuring the Web Client User Interface

• Web Client Configuration Basic Concepts
• Customizing the Web Client Home Page
• Customizing the Web Client Main Menu
• Creating and Managing Web Client Profiles
• Creating and Managing Web Client Searches
• Configuring Templates for Letters, Envelopes, and Labels
• Configuring Other Web Client User Interface Options
• Exporting and Importing Profiles and Searches

Relationship Configurations

• Relationships
• Relationship Types and Categories
• Contact Types, Working Lists, and Marketing List Pages
• Person/Company Overview Pages

Out-of-the-Box Configurations/Other Functions

• Out-of-the-Box Folders and Contact Types
• Out-of-the-Box Additional Fields
• Out-of-the-Box Web Profiles
• Out-of-the-Box Web Searches
• Other Out-of-the-Box Settings
• Other Settings
• Additional Fields and Classifications

XML Reference Configuration

• Overview of the XML Reference
• Page Method Declaration XML Reference
• Nugget List Declaration XML Reference
• Search List Declaration XML Reference
• Editing XML Files