List of Fields in the Table
The Interaction Log Entry table contains all the different interactions you have had with your contacts, and have recorded in the program.
The Interaction Log Entry table contains:
The interactions that you create and log manually, for example to record a meeting, a telephone conversation or a letter sent to a contact. The program automatically inserts a new entry in the Interaction Log Entry table each time you create an interaction.
The interactions that the program records when you print an order, a credit memo or an invoice, a cover sheet, or when you create a sales service memo, and so on. If you want the program to automatically record these interactions in the Interaction Log entry table, you must specify interaction templates for these documents in the fields on the Interactions tab in the Relationship Management Setup window.
When creating an interaction, you can select the interaction template you want to use, the contact(s) it involves, and the campaign or to-do it is linked to.
It is possible to view interaction entries by contact, campaign number, to-do number, interaction template, interaction group and by salespeople.