This request is sent to a user who is responsible for maintaining the quality of information in InterAction+. Depending on what you are currently viewing in InterAction+, the change request form may appear differently.
Click on the Global Add
button and click the Change Request link in the upper right-hand corner of the page.
InterAction+ displays the Add Change Request page.
Enter the name of the contact for which you want to request a change in the Find contact field and select it from the list.
Select the information to change from the dropdown menu:
- Possible duplicate contacts
- Contact works for another company
- Contact needs more information
- Check for accuracy
- Delete Contact
- Security Alert: The Security Alert check box is provided for scenarios in which information that should not be available to others in the organization has been inadvertently contributed to the Firm List. The person responsible for updating the contact can remove the information.
- Other: If none of the check boxes match what you want to change, select Other.
- Note: The check boxes provide a list of common types of changes that you may want to request, although you should still provide more details in the Description box.
- Describe the change that must be made and choose Save. The more information you provide, the more quickly the person responsible will be able to update the contact.