Working with Settings in Excel®

To get to the Settings, click on the Extended Menu at the top of the panel.

The first-level choices are:

First-Level Choices	Description
Settings	Opens the Settings panel to: Automatically create a phone activity when you click on a phone number link in IA 365 Automatically create an email activity when you click on an email link in IA 365 Display email (as an activity type) along with other types of activities Provide an additional tab with news about a contact Days Back for News Select the # of days for LexisNexis to look back for news on the contact and company. Preferred Contact view This is an individual-person setting, allowing the user to select which tab to appear as the default. You can select: Activities or Relationships or Lists
Submit an idea	Opens a link in a new window to the InterAction+ Ideas Portal. You can use this link to submit suggestions for improvements/enhancements.
Help	Opens the help system.

First-Level Choices

Description

Settings

Opens the Settings panel to:

Automatically create a phone activity when you click on a phone number link in IA 365
Automatically create an email activity when you click on an email link in IA 365
Display email (as an activity type) along with other types of activities
Provide an additional tab with news about a contact
Days Back for News

Select the # of days for LexisNexis to look back for news on the contact and company.
Preferred Contact view

This is an individual-person setting, allowing the user to select which tab to appear as the default. You can select:
- Activities or
- Relationships or
- Lists

Submit an idea

Opens a link in a new window to the InterAction+ Ideas Portal.

You can use this link to submit suggestions for improvements/enhancements.

Help

Opens the help system.