InterAction+ Client Insights offers a Change Request feature that lets users request changes that they either are not able to make or do not know how to make. The changes that users request using this feature can vary widely. For example, the change request form makes it very easy for users to request changes made to a contact for the following reasons:
- Possible duplicate contacts
- Contact works for another company
- Contact needs more information
- Check for accuracy
- Delete contact
- Security alert
- Other
Security alert is used to indicate that someone promoted a contact or piece of information to the Firm List that should not have been promoted.
Because the actions required to complete a user request vary widely depending on what the request is, the Inbox does not have the ability to automatically make a change for you. Because of this, the Approve and Reject buttons are not available as they are with other types of tickets. Instead, you must make the changes manually.
If the contact is known, you can click on the contact's name in the Contact Details section of the ticket to open the Contact Details page for the contact. From here, you can make changes to the contact’s information.
After you have completed the user’s request, return to the Inbox and choose Complete to close the ticket.
There will be a popup reminder prior to clicking Complete during each session you are logged in. Click Complete to confirm your changes. Click Don't show this message again to prevent this popup from showing during the remainder of your session.