Fill in all the fields in the first window of the wizard, and
then click Next.
The Interaction Template Code,
Salesperson Code, Contact
No., Date, and
Description fields are mandatory
fields and must be filled in before you can click Next or Finish.
If the interaction template you have chosen contains an
attachment, when you click Next on the first window of the
wizard, the program performs an action, according to the contents
of the Wizard Action field in
the Interaction Template table.
The program either opens the attachment or displays a dialog box
from where you can import an attachment.
You can make the necessary changes in the attachment, close it
and then confirm the subsequent message.
Fill in the other relevant fields in the wizard windows. For
Help about a specific field, click the field and press F1.
When you have entered all the necessary information, click
Finish.
If you close the wizard by clicking the Close button or Cancel, or by pressing Esc, a message
appears asking whether you want to finish this interaction later.
Click Yes if you want to
postpone the creation of this interaction and finish it later, for
example, if you need to perform another task in Navision before
finishing the interaction. When you click Yes, the program automatically stores the
newly created interaction in the Interaction Log Entry table. If you have
linked the interaction to a campaign, the program automatically
inserts a new entry in the Campaign
Entry table.
If a postponed interaction contains an attachment, it is stored
in Navision. To view the attachment, open the Postponed Interactions window, select
the interaction with the attachment you want to view and click
Show.
Contact Card,