Customer Interactions

Use this form to manage conversations with your customers. For example, if you promised to contact the customer on a specific date regarding a specific order, you can enter this information on the Customer Interactions form. You also can track messages and information for ongoing interactions. The Interaction ID allows you to quickly find a particular interaction. You can enter multiple customer interaction entries per customer per day.

Your customers can use the Customer Portal to initiate and respond to interactions. Their entries are displayed on the Customer Interactions form.

To send emails from this form, the email address of the user must be set correctly on the Users form.

If the customer is on credit hold, a problem indicator is displayed at the top of the form. If the customer is not on credit hold, a check mark is displayed.

Note: To delete a customer interaction record, highlight the record in the browser and select . You can delete a record regardless of the status.