Configure Interaction Types (Version 2+)

Interaction/Task: Configure Interaction Types

1. This tutorial will cover how to configure Interaction Types.
2. Interaction Types represent the form in which an interaction with a client took place, such as a phone call, in person meeting, or mail correspondence.
3. To configure an interaction type, click on the Main Menu (3 bars) and from the Active Modules section click on Configurations.
4. From the resulting screen, from within the Contact Information Section, select Interaction Types.
5. This will present you with a list of any currently configured options for interaction types.
6. To add a new option give a descriptive name to the type in the Description Field, and when complete click that (+) button to the right.
7. To deactivate an interaction type option, click on the green checkmark icon to the right of the description column.
8. This will turn the icon grey, indicating that they option is no longer active, but not deleted.
9. To reactivate a deactivated email or phone type option, click on the grey icon, thus turning it green.