See AlsoWhen further communication happens between you and a Contact on an existing Interaction, you can add the information as a message. If a message is received by e-mail, Talisma automatically adds it to the relevant Interaction.
To Add a Message to an Interaction
1. Open the required Interaction.
2. From the Interaction menu, select Add Message.
- OR -
Click 
.
The Add Message window is displayed with the Contact, At, By, As a, Direction, Link to, and Subject fields automatically updated.
3. To log the Message as a new Interaction, select the Log as new Interaction ID option.
- OR -
To add a Message to an existing Interaction, select the Add Message to Interaction option. You can click 
to select an Interaction from the Set Interaction Dialog box. The Add Message to Interaction, Contact, At, By, As a, Direction, Link to, and Subject fields are automatically updated.
Type the Contact's Message in the Contact Message area. You can also send a response to the Contact by typing a Message in the User Message area.
4. Click Log and Close.
If you selected the Log as new Interaction ID option, a new Interaction is created.
If you selected the Add Message to Interaction option, the Message is added to the selected Interaction.
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Note You can insert Attachments, AutoText entries, and Canned Responses, as part of the response. |