Tracking Interactions

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Historical Record

The primary function of a relationship's Interactions tab is to provide a quick historical record of an entity's interactions with your organization. (Transactions are not listed because they appear on their own tab.)

To record an event, load the Interactions tab, click "Record Interaction", and note what happened and when. You can include a more detailed description if you like.

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: