Keeping Contacts up to date and maintaining confidentiality where needed is vital in Client Insights. When you add Contacts to the Firm List, you can set your personal preferences to automatically keep your Contacts up to date or to manually review Contacts before the updates are applied. Here you can also specify the action you want to occur when you create contacts in Microsoft Outlook®.
To Set New Contact Defaults:
- Click on the Settings tab.
- Under Contact Management, select New Contact Defaults.
- Adjust the default contact update settings for contacts you add to the Firm List as needed:
- Automatically keep my contacts up to date. (Information you keep confidential is not automatically updated.)
- I want to review updates my contacts before they are applied.
- Under Confidential Data Settings, indicate which fields you want to share with the firm and which fields you want to remain confidential when a new contact is created:
- Under Outlook Contact Sync Settings, Select the action that you want to occur when you create contacts in Microsoft Outlook ®:
- Save your changes.