Editing My Contacts

InterAction+™ for Microsoft 365® users can edit the following fields: First Name, Last Name, Suffix, Email Address, Job Title and Phone Number.

If there are InterAction+ Data Change Management (DCM) rules applied on the contacts they will be honored in IA+365.

To edit a contact:

1. Click the Search icon to find a contact you want to edit.
2. Click the Edit icon to the right of the contact name.  The Edit Contact panel will open.

3. Type your edit(s) or select from the dropdown menu.

   

4. Click Save to save your edit(s).

   Changes will display immediately in My Contact.

   If applicable, the data will move over to the Firm Contact. If there is just a Firm Contact in the system, you can edit the Firm Contact the same way they edit My Contact.