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InterAction+™ Mobile Answer Center

Create New Person Contact

  • Updated

If you want to add company information to the new Contact, you must first add the Company Contact.

  1. Tap in the bottom navigation bar. The My Contacts page opens.
  2. Tap .
  3. Tap .
  4. Complete the fields. Required fields are marked with an asterisk *.

  5. The Duplicate Check will search for the Contact's name in your personal Contacts and the Firm's Contacts. If similar Contacts are found, they are displayed. You can select your contact from the list, or continue to add the Contact as a New Person Contact.

    AddPersonDupeCheck.png

  6. A search will be automatically prompted in the InterAction+ database using the company name that is entered in the Email Address domain.  In the example below, typing in "John.doe @ lexisnexis.com" will display suggestions based on the domain of "lexisnexis." Tap the suggestion that matches the Company Name to automatically populate the field and associate the person with the Company.

    • The primary address is set to the company that you select.  More locations are available for selection by tapping on the location.
    • You can choose a different Business Location from the dropdown list or tap Clear All to create a new Business Address for the person. 
  7. Tap the Share with the Firm and Add to My Contacts sliders as needed.
  8. Tap Save.

Option B: Scan Business Card or QR Code to Create a Person Contact

The current InterAction Mobile app only supports vCard (.vcf) QR Codes to automatically create a Person Contact.  Non-.vcf business cards will direct you to an external browser outside the InterAction Mobile app and any actions taken further will not add any information in the app.  You can manually add the Person Contact information by using the first method listed on this page.

  1. Tap in the bottom navigation bar. The My Contacts page opens.
  2. Tap .
  3. Tap Scan Business Card/QR Code.
  4. If you're scanning a card for the first time, click OK to allow InterAction+™ to access your camera.
    business card allow camera.png

  5. Tap QR Code or Business Card, then Tap to take the picture.

    Business Card or QR Code Scanner.png

  6. Click OK (or, to retake the picture, click Retry).
  7. Review the contact information to verify it was captured. If it wasn't, you can retake the picture or type in the information. Required fields are marked with an asterisk *.
  8. The Duplicate Check will search for the Contact's name in your personal Contacts and the Firm's Contacts. If similar Contacts are found, they are displayed. You can select your contact from the list, or continue to add the Contact as a New Person Contact. 
    • The address scanned from the business card automatically appears in the business address field.

    • You can choose a different Business Location from the dropdown list or tap Clear All to create a new Business Address for the person.  

  9. Tap the Share with the Firm and Add to My Contacts sliders as needed.

  10. Tap Save.

    Once a user scans a business card in the app and saves the contact information, notes will automatically populate with the information of the date and person who created the Contact through the mobile business card scan.