General Interactions Information

To open the Interaction Form, select New > Interaction from the Control Pane.

The interaction form consists of three parts:

To create a case using the contact and site information from the interaction, select Create Case from the right menu.

To save the interaction information, select Save from the right menu.

To leave the interaction form, select Done from the right menu..

See Also

Interaction Form

Finding a Contact for an Interaction

Viewing the Full Contact and Site Information

Changing the Displayed Contact Information

Timing the Interaction

Interaction Details

Previous Interactions

Interaction History

Interaction Flashes

Next

Finding a Contact for an Interaction

General Interactions Information