Interactions

The Interactions feature enables you to store records of communication between a customer and your organization, such as inbound and outbound calls with a customer service center and its representatives. Interaction records can include notes about the customer interaction.

Each interaction record represents a single form of recent interaction with the selected party, such as phone contact, e-mail, or fax. To capture multiple interactions, more than one interaction record is required. To provide context, an interaction record can be related to a task or to another interaction record.

The information captured by interaction records provides you with a record of all interactions that you have with a selected person or organization. Optionally, this interaction information can be added to a party's profile.