Creating an Interaction for a Contact
Permissions Required: Edit Contact
You can choose to create interactions and associate them with a selected contact record.
To Create an Interaction for a Contact
1. On the Home page, select the workspace tile of the Contact object.
2. In the Table View that is displayed, click the required Contact ID link.
The selected contact page is displayed.
3. From the menu bar, click New > Interaction. The New Interaction page is displayed.
4. Specify appropriate values in the required fields. The various tabs and some of the associated fields are described in the following table:
Communication Info Tab
This tab has two sections:
General Information
| Field | Description |
|---|---|
| Contact | The selected Contact ID is populated by default. Search and select the contact to which the lead is associated. |
| Link to Lead | This is a read-only field and is blank. |
| Link to Enrollment | If the contact record is associated with an enrollment record, this value is populated by default. |
| Team | Search and select the team to which you want this interaction to be associated. |
| Assign to User | Search and select the user to which you want to assign the interaction. This dialog box displays only those users associated with the team selected in the previous step. |
| Date | Indicates the interaction creation date. By default, the system date is displayed. You can choose to specify a different date. |
| Medium | From the drop-down list, select the medium of communication for this interaction. By default, the medium value is set to E-Mail. |
| Direction | Select the direction of this interaction. For example, whether it is an incoming or outgoing interaction. By default, the value is set to Outgoing. |
| State | Select an appropriate status for this interaction. By default, the status is displayed as Open. |
| High Priority | Select this check box to mark the interaction as high priority. |
Note: The selection of values in the Team, Medium, Assign to User, and Direction fields are retained in the New Interaction page till the values are manually changed again.
Message
| Field | Description |
|---|---|
| Attachments | Click to view the Upload File dialog box. Here, you can navigate to the location of the required document you want to attach with this interaction. Verify with your administrator on the supported file formats. |
| Subject | This is the subject line of the interaction. Specify an appropriate subject for the interaction. |
| Message Details | This is the body of the interaction where you specify the content. |
5. Click Save.
To Send an Email and Create a New Interaction
1. From the Home page, go to the Contact workspace and click on the required Contact ID in the Table View.
The selected contact page is displayed.
2. Go to the Properties tab, and click the Email link.
The Add Message dialog box is displayed.
3. In the General Information pane of the Communication Info tab, the selected email address is populated in the To field. Your team alias is defaulted in the From field.
4. In the Message pane, type your message in the Message Details area.
If there are auto text entries that you want to use in your message, type the shortcut text and press the space bar.
5. Click Log to send the email message and also create the interaction record.
Note
You can insert attachments to the message by clicking 
.