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Interaction Type


Interaction Types allow you to define styles of communication between your company and customers, vendors, etc., and to easily reference any communications that occur.

To get started, select Interaction Type from the Settings menu. 

Navigation Menu
Interaction Type
Create an Interaction Type

To create an Interaction Type, click the New Interaction Type button in the upper left-hand corner of the screen. 

The Interaction Type drawer will appear. 

Give your Interaction Type a name and description, and  click Save when you've finished. 

Back to Navigation Menu

Edit an Interaction Type

To edit an existing Interaction Type, first select the Interaction Type from the list on the left-hand side of the Interaction Type window. 

Once you've selected the Interaction Type you want to edit, make your changes in the information fields on the right-hand side of the screen.

When you've finished making your changes, click Save

Back to Navigation Menu

See it in Action

Interaction Type dropdowns appear on the Interactions tabs on  Customer cards, Vendor cards, Sales Documents, and Purchase Orders.

A record of past interactions appears on the Interactions tab of Customer cards, Vendor cards, sales documents, etc.

Back to Navigation Menu

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