The Relationship Management application area enables you to record all the interactions you have with your contacts. The program stores recorded interactions in the Interaction Log Entries table. The Interaction Log Entry table contains the interactions you create manually and the interactions that the program records automatically.
The program automatically records sales, purchase and service documents, cover sheets, e-mails and phone calls as interactions if you have selected interaction templates for these documents and actions in the Relationship Management Setup window.
You can have the program record an interaction when you:
print sales or purchase quotes, orders or invoices.
print sales or purchase blanket orders or credit memos.
print sales reminders, statements or shipment notes.
print purchase receipts.
print sales return orders and return receipts.
print sales finance charge memos.
print purchase return shipments and return order confirmations.
print service contracts, contract quotes and quotes.
print cover sheets.
create sales service orders.
post sales service orders.
send e-mails to your contacts from the contact card by clicking the icon to the right of the E-Mail field.
call your contacts, if you have a TAPI-compliant telephone and the right installation.