Wizard Action Field, Interaction Template Table
This field contains the action that the program will perform when you click Next in the first window of the Creating Interactions. There are 3 options:
Option | Comments |
---|---|
Blank |
If you select this option, the program immediately displays the second window of the Create Interaction Wizard when you click Next in the first window. |
Open |
Select this option if you want the program to open (and modify) the attachment (e.g. a Microsoft Word document or a Microsoft Powerpoint presentation) when you click Next in the first window of the Create Interaction Wizard. |
Import |
Select this option if you want the program to import the attachment when you click Next in the first window of the Create Interaction Wizard. |
Tip
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Parent Tables
Table | Location |
---|---|
Interaction Template Table | Relationship Management |
Interaction Template Table | Relationship Management |