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Interaction Template Setup Window

Allows you to specify the interaction templates you want the program to use when recording interactions.

On the General FastTab you specify the interaction templates for e-mails, cover sheets and outgoing calls.

On the Sales, Purchases and Service FastTabs you specify the interaction templates for sales, purchase and service documents respectively.

For Help about a specific field, click the field and press F1.

Tip

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See Also

Reference

Interaction Template Setup

Other Resources

How to: Specify Templates for Interaction Logging