Interactions portlet

Alerts and notices

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

Selecting portlets for a dashboard

Portlets overview

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