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History

History

Owned by Lango: Language and translation manager
Last updated: Sept 04, 2024Version comment
1 min read

The tab displays the standard list of Team Interaction Log Entries, with the difference that only the interactions of the contact are shown on the contact card. Filter to Contact No. and Company No.

 

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Field:

  • Interaction

    • Specifies the name of the interaction item

  • Salesperson Code

    • Specifies the code of the salesperson who performed the interaction.

  • Description

    • Specifies a description of the interaction

  • Attachment

    • Specifies whether an attachment is attached. If Yes, clicking Yes will download the attachment that was created for interaction

  • Comment

    • Specifies that there is a comment for this interaction log entry. By clicking on the value, the List of Interaction Log Field Notes for the given interaction opens

  • Opportunity No.

    • Specifies the number of opportunities to which the interaction is bound.

  • Campaign No.

    • Specifies the campaign number (if any) that the interaction is associated with. This field is not editable.

  • Date

    • Specifies the date that you entered in the Date field in the Create Interaction wizard or in the segment window when you created the interaction. This field cannot be edited.