InterAction+ for Microsoft Outlook® 365 Interface

InterAction+ for Microsoft Outlook^® 365 provides an additional pane tied to Outlook®. The interface accesses views and functions via its icons:

Business Planning and Pipeline Management are only available with a Strategic Tier license.

Icon	Name	Description	Notes
	Pin	Allows the user to pin IA 365 so that it stay open with Outlook.	To keep the pane open, ensure that the pin is vertical:
	Close	Closes the IA 365 pane.
	From	This view displays data about the sender of an email and your relationship, including logged activities.	The default view for an email. See Outlook® Email and Contacts Overview.
	Others	This view shows others (To: and Cc:) to whom the email was sent. Each contact (name, title, company) is shown, along with the contact's type (see below).	See Outlook® Email and Contacts Overview.
	Add	Allows adding an activity or a contact not linked to the current email personnel.	See Adding a New Contact.
	Alert	Click to view Alerts.	See Viewing Alerts.
	Search	Opens a search field so that you can search for a contact (individual or company).	See Searching for Contacts.
	Extended menu	Provides access to additional settings, online help, and the InterAction+ ideas portal.	See Settings.
	Contact Types	Personal Contact Only Private Contact Firm Contact Only Contact Shared with Firm List-specific Contact  Contact Needs More information Shared Contact with Pending Updates	My Contact + Firm Contact Note: List-specific contacts are contacts who are sourced in the list folder rather than the Public Firm Contacts - People folder. See also Outlook® Email and Contacts Overview.
	Relationship Strength		Note: The scale for this value is set specifically for your organization. See Working with Engagement and Relationships.
	View More	Provides access to additional data on the current contact using the client information module.
	Activities & Events		Default tab See Activities Overview.
	Relationships		See Working with Engagement and Relationships.
	Lists	View includes access to both Marketing Lists and Working Lists. When the contact has already been assigned to a list, those lists show in the panel.	See Working with Lists.
	Categories and Contact Types	View includes access to both Categories and Contact Types. When the contact has already been assigned to a Category or Contact Type, those show in the panel.	See Working with Categories and Contact Types.
	Updates	Notifies you of updates to the contact's data, including address, job title, etc.	Dynamically-generated so that it appears only when appropriate.
	News from Nexis Newsdesk or Lexis+ and Legal News	Provides business-related news about the contact's company. Lexis+ and Legal News is only available to InterAction+ users that also have a Lexis+ subscription in the U.S. only.	Available for a contact's company as well as any company via Search. See Viewing News Related to a Contact with Lexis+ and Legal News (Hybrid Users), or Viewing News Related to a Contact with Lexis+ and Legal News (Full Cloud Users) to learn more about setting up the feature in CIM.
	Business Management	Shows initiatives linked to the company.	Available from a company contact. Clicking on an Initiative in the list opens the initiative in the Client Insights Module.
	Opportunities	Shows opportunities linked to that company.	Available from a Company or Person contact. Opportunities from Pipeline Management in Client Insights Module requires Strategic tier subscription. Clicking on an opportunity in the list opens the Opportunity in the Client Insights Module. Opportunity visibility rules are shared across supported InterAction+ AI applications. The access rules are the same, but the navigation and screen layout may differ. See the related Answer Center article for application-specific steps.

Interface Icons