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.

Setting Up Interaction Templates

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.

Creating Interactions

There are two ways of recording interactions:

You can view all the recorded interactions and the attachments that have not been deleted in the Interaction Log Entry window.

Related Topics

Automatically Recorded Interaction Log Entries