Interactions portlet

Alerts and notices

Check out the trending topics below or search for an answer.

Getting started
Contact us
Leave feedback

Internal Employees: Submit feedback using the new SharePoint request form

Please rate this topic.

Excellent    Good    Average    Poor

Did you find the information you need?

Yes    No

Name (optional):

Leave this blank:

Please tell us how we can make this topic more helpful.

Characters left:

The Interactions portlet is available on the Staff and Client Dashboards.

This portlet shows all interactions — notes, phone calls, phone messages, email messages — for the logged in staff member (Staff Dashboard) or selected client (Client Dashboard).

Click an interaction to open a dialog in which you can view all information for the interaction and make edits. Click the title bar of this portlet to open the Manage Clients screen to the Interactions tab.

Related topics

Share This