Managing Interactions with your Contacts

In Business Central, interactions are all types of communications between your company and your contacts. For example, communications can be email, letter, telephone, meetings, and so on.

You can record all the interactions that you have with your contacts in order to keep track of the sales and marketing efforts you have directed at your contacts and to improve your future business interactions with them.

The following table describes a sequence of tasks, with links to the topics that describe them.

To See
Set up your system to record interactions. Set Up Contacts
Create interactions to record all the interactions and communications you have with your contacts and segments, such as emailing. Create Interactions on Contacts and Segments
Set up your system to automatically record interactions for sales, purchase, and service documents, such as when a documented is created, posted, or printed. Automatically Record Interactions with Contacts

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