Interactions are associated with Contact List entries, but can also be accessed from the following modules:
- Accounts
- Client Service
- Hotlist
- Leads
At the time of creating an interaction, you can link it to a Contact List entry, an Account, a Client Service Case or a Lead . You can also create a related appointment or a hotlist task.
To show or hide a tab, click the plus icon next to the tabs, and in the Customize your tabs window, click the eye icon next to a tab to show or hide it.
If you created phone notes previously, use Note Conversion to convert them to Interaction logs.
Create an Interaction
- Under the Contact List module, the Accounts module, the Client Service module or the Hotlist module, go to Actions > Log an interaction in the bottom right pane of your Maximizer screen:
- From the Interactions window select the type of interaction you want to capture :
Field |
Activity |
Interaction type |
Select the desired activity. If the interaction type is bi-directional, another list will appear next to the interaction type list. From this list, select the direction of the communication, incoming or outgoing. In the duration picker box, enter the duration of this interaction in the HH:MM:SS format. If you select Phone Call in this list, the Source list changes to a combo box. You can either type a phone number or select one from the available options. |
Source |
Enter a source of the interaction. For example, for a phone call, type the phone number of the contact. |
Date/Time |
Set a date and time for the interaction. |
Subject |
From the list, select a subject, or add a new one. The subject represents the nature of the interaction. To add a new subject:
|
Category |
From the list, select an appropriate category. This list will contain categories that you added at the time of configuring Interactions. |
Result |
From the list, select an appropriate result. This list will contain results that you added at the time of configuring Interactions. |
Full Access |
Select the user or groups that will have full access to this interaction. To grant full access to everyone, select Public. If you set Full Access to Public, Read Access is automatically set to Public. |
Read Access |
Select the user or groups that will have read access to this interaction. To grant read access to everyone, select Public. |
Details |
Enter notes, if necessary. |
- Link an account:
- Click the Accounts icon
- On the Search for an Entry window, search the entry you want to link the Interaction to
- Click the Accounts icon
- In the search box enter the entry name
-
- click an account, and then click OK.
- Link to a Client Service Case:
- Click the Client Service icon
- On the Search for Entry window, enter a name and search. From the results, click a case, and then click OK.
- Click the Client Service icon
- If required, create an appointment or a hotlist task.
- or create a follow up task
- Click SAVE
Once created, the interaction will be added at the top of the Interactions list.
You can use the search bar to search for an interaction of your interest.
To do that:
- Type a search keyword in the search bar. Once the interactions list is filtered, click the close button next to the search keyword to display the full list of interactions again.
In the Leads module, click on the Lead you want to log the Interaction to. From Timeline click Add. From the list of options, click an interaction type. The options Appointment and Task will create an appointment and a hotlist task respectively.
Edit an Interaction
- Click an interaction listed under the Interactions tab in the Contact List module, the Accounts module, the Client Service module, or the Hotlist module.
-OR-
Select a Lead go to the Interactions panel, click the drop-down arrow next to an interaction you want to edit, and click Edit. - On the Interaction Log window, modify the interaction, and save your changes.