Depending on how information has been configured at your organization, InterAction+ can both update existing relationships and create new relationships and contacts. Information is calculated based on communications recorded in Microsoft Outlook and InterAction+ such as email messages, meetings, and phone calls.
When searching in Outlook, uses the signature in the email to detect and locate any contacts as well as changes in contacts (e.g., job title, email, phone). If the system recognizes the information from the signature, the contact appears but with an error symbol and a message.
To update the item suggested:
Click Update. Type the appropriate correction in the field. For this example, the appropriate correction is the updated job title.
a. Click x to cancel the upgrade.
- Click Update.