Wizard Action Field, Interaction Template Table
Specifies the action to perform when you click Next in the first window of the Create Interaction wizard. 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 (for example, Microsoft Word document, or 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 |