Setting Up Interaction Templates

You can set up interaction templates as models for the interactions you use frequently. Interaction templates are used as a model to create new interactions. When creating interactions, you must always specify an interaction template code.

To Set Up Interaction Templates:

  1. Open the Interaction Templates window.

  2. Press F3 to enter a new interaction template.

  3. Fill in the Interaction Group, Code, Description and Wizard Action fields.

  4. Fill in the other relevant fields on the line for the new interaction template.

After you have entered information about the interaction template, you can create an attachment (For example, Microsoft Word document). Repeat steps 2 to 4 to set up as many interaction templates as you want.


You can also copy or import attachments into interaction templates.

Related Topics

Creating Interactions

Removing Attachments

Exporting Attachments

Working with Microsoft Word Documents