Tracking Interactions
The primary function of a relationship's Interactions tab is to provide a quick historical record of the relationship's interactions with your organization.
How do I record an interaction?
To record an interaction, open the Interactions tab and click "Record Interaction".
Note what happened and when. You can also include a more detailed description if you like.
How do I provide an alert to colleagues?
A secondary function of the Interactions tab is to provide an alert to colleagues who may have future interactions with the relationship. When logging an event, you can designate it as a "Critical Alert".
When someone has a critical alert in their history, it automatically shows up prominently displayed at the top of their view. For example:
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