Interaction Template Table

List of Fields in the Table

The Interaction Template table contains the different interaction templates you use when creating interactions. An interaction template is a model defining the basic characteristics of an interaction that can be used as a basis to create and record new interactions. Interaction templates facilitate the creation of new interactions.

When creating an interaction template, you can specify the usual unit cost and duration for it, the direction of information flow, who it is usually initiated by, and so on. You can also include an attachment in the interaction template. Each interaction template can contain a maximum of one attachment.