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Getting Started with Intapp Relationships Classic

Intapp University >
eLearnings >
Getting Started with Intapp Relationships Classic

Navigation

Introduction - Accessing the Console

Introduction - Intapp Relationships Common Terms (pdf)

Introduction - Sections Overview

Introduction - Dashboard Tab Overview (pdf)

Introduction - Overview of the Navigation Menu (pdf)

Configuration - Creating and Managing Users

Configuration - Creating and Managing Users (pdf)

Configuration - User Roles and Permissions

Configuration - User Roles and Permissions (pdf)

Configuration - Data Management (pdf)

Configuration - Field Mapping (pdf)

Configuration - Principals (pdf)

Configuration - Configuring Job Title Strength (pdf)

Intapp Relationships Configuration User Guide

Filters - Overview

Filters User Guide

Filters - Out of the Box Filters (pdf)

Filters - Creating Filters and Filter Settings

Filters - Ignore Signatures

Filters - Duplicate Signature Settings

Filters - Reply Filter

DQM - Assigning Contacts in DQM Reservations

DQM - Reservation Settings

DQM - Creating Views in DQM Reservations

DQM - Creating Views in DQM Reservations (pdf)

DQM - Options for Reserving Contacts

DQM - Auto Reserving Contacts

DQM - Reservation Alerts

DQM - Committing Contacts in the DQM Editor

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