Recording Interactions with Contacts Automatically

You can set up the application to automatically record interactions for sales, purchase and service documents, cover sheets, e-mails, phone calls, such as:

  • Print sales or purchase quotes, orders, invoices, credit memos, cover sheets.
  • Create sales service orders.
  • Post sales service orders.
  • Send e-mails to your contacts.
  • Call your contacts, if you have a TAPI-compliant telephone and the correct installation.

To set up the automatic recording of these interactions, you specify interaction templates for these documents and actions by using the Interaction Template Setup window.
To open the Interaction Template Setup window, choose the Search for Page or Report icon, enter Interaction Template Setup, and then choose the related link.

See Also

Recording Interactions With Contacts
Working with Financials