Automatically Recorded Interaction Log Entries

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.

Interactions Automatically Recorded by the Program

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:

Related Topics


Creating Interactions