Inserting Contact Information into a Word Document

When creating a letter or document from Microsoft® Word®, you can look up an InterAction® contact and insert name, address, and/or phone information directly into your document.

You can search any of the following lists:

• My Contacts (i.e., your contact list) and the contact lists of anyone for whom you are a proxy
• The Firm List
• Marketing Lists
• Working Lists

If your organization has licensed any InterAction Related Modules – InterAction Matters, InterAction Opportunities, or InterAction Engagements, you can search contacts in these lists as well.

The Insert Contact button is available from both the Insert tab and the InterAction tab.

Insert Contact Information into a Microsoft® Word® Document

1. In Microsoft® Word®, choose the Insert Contact button. This is available from the InterAction group on the Insert tab.

   InterAction displays the Find Contact dialog box.

2. If you are working on behalf of another user, select that user’s name from the Search on behalf of list.

   If you select to work on behalf of another user, the lists you can search reflect that user. For example, searching My Contacts will search the contact list of the other user rather than your own contacts.

3. Choose the tab for the list(s) you want to search for the contact.

   You can choose from the following:

   • My Contacts
   • Firm List
   • Marketing Lists
   • Working Lists
   • Any licensed InterAction Related Modules (such as Matters)

4. If you want to change the version of data to insert (your version or the firm’s version), choose Actions > Preferences and select the appropriate radio button.

   For more details, see Selecting the Contact Data to Use. Note that the language-specific option does not apply when inserting a contact.

5. Enter search criteria for the contact you wish to insert and choose Search.

   There are different options available depending on the tab you chose in the previous step. For example, when searching My Contacts, you can select a specific category, whereas when searching the Firm List you can select a contact type. For details, see Entering Search Criteria in the Find Contact Dialog Box.

6. Select the contact in the Contacts list and choose OK. InterAction displays the Select Contact Details dialog box.

7. Select the information you want to insert.

   • Select the check box for the type of information you want to include (Name, Address, Phone, and/or Electronic Address).
   • Within each block, select the specific items you want to insert. For example, the contact might have multiple addresses. If you want to insert an address, select the Address check box, then highlight the specific address you want to insert.
   • The mailing address for a contact has an envelope icon () next to it.
   • You can highlight multiple items in a block by holding the Ctrl or Shift key.

   The information available for the contact depends on how you set your preference; see Selecting the Contact Data to Use.

8. Choose OK to insert the selected information into the document.

   The selected contact information is inserted in the following order:

   • Name
   • Addresses
   • Phones
   • Electronic Addresses

Finding the Contact to Insert

[A] Choose the type of list to search.

[B] A tab for Matters, Opportunities, or Engagements is only available if your organization has licensed one of these modules.

[C] The name fields are the same for the four main tabs.

[D] This varies depending on the list you are searching.

[E] Results of the search appear here in a grid. Select the contact to insert and choose OK.

Selecting the Contact Information to Insert Into Your Document

[A] Select the check box to include a type of information, then highlight the specific information you want to insert.

[B] These areas display the selected information.

[C] In this example, both of these phone numbers will be inserted when you click OK.

[D] Choose Search to return to the Find Contact dialog box , if for example, you selected the wrong contact.