How to: Create Interactions

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You can create interactions to record all the interactions and communications you have with your contacts.

Before you create interactions, you must set up interaction templates. For more information, see How to: Set Up Interaction Templates.

To create an interaction

  1. In the Search box, enter Contacts, and then choose the related link.

    You can also create interactions from a Salesperson/Purchaser card or an Interaction Log Entry.

  2. On the Actions tab, in the Process group, choose Create Interaction. The Create Interaction wizard opens.

  3. Fill in all the fields in the first window of the wizard, and then choose the Next button.

    The Interaction Template Code, Salesperson Code, Contact No., Date, and Description fields are required and must be filled in before you can choose the Next or Finish buttons.

  4. If the interaction template you have chosen contains an attachment, when you choose the Next button on the first window of the wizard, you can either open the attachment or display a dialog box from where you can import an attachment.

    Make any necessary changes in the attachment, close it, and then confirm the subsequent message.

  5. Fill in the other relevant fields in the wizard windows.

  6. When you have entered all the necessary information, choose the Finish button.

If you need to perform another task in Microsoft Dynamics NAV before finishing the interaction, you can close the wizard and choose to finish the interaction at a later time.

To postpone an interaction

  1. In the Create Interaction wizard, choose the Close button.

    When you choose Yes, the newly created interaction is stored in the Interaction Log Entry table.

    If you have linked the interaction to a campaign, a new entry is inserted in the Campaign Entry table.

  2. If a postponed interaction contains an attachment, it is stored in Microsoft Dynamics NAV. To view the attachment, open the Postponed Interactions window, select the interaction with the attachment you want to view, and choose the Show button.

See Also

Tasks

How to: Set Up Interaction Groups
How to: Cancel Interaction Log Entries
How to: Finish and Delete Postponed Interactions
How to: Set Up Interaction Templates

Concepts

Interactions
About Marketing Setup
Working with Microsoft Word Documents
Automatically Recorded Interaction Log Entries

Other Resources

Wizard Action
Campaign Entry
Interaction Log Entry
Interaction Template