In Navision, interactions are all types of communications between your company and your contacts. For example, by letter, fax, e-mail, telephone, meetings, and so on.
The Relationship Management application area enables you to record all the interactions you have with your contacts in order to keep track of the sales and marketing efforts you have directed at your contacts and to improve your future business interactions with them.
Before you can create and record interactions in the program, you must set up interaction templates. When creating interactions, you must specify the interaction templates they are based on. In Navision, an interaction template is a model defining the basic characteristics of an interaction. Interaction templates can contain attachments, for example, Microsoft Word Documents.
There are two ways of recording interactions:
You can manually create interactions that are linked to a single contact or to a segment. You can include attachments in these interactions, for example, Microsoft Word documents, Microsoft Excel files, or .txt files.
You can have the program automatically record interactions when you perform actions in Navision, for example, when you print an invoice, or quote. You decide which of these actions you want the program to record as interactions when you set up the Relationship Management application area.
You can view all the recorded interactions and the attachments that have not been deleted in the Interaction Log Entry window.
Automatically Recorded Interaction Log Entries