What is an interaction?
Each time you interact with a client, you want to capture the nature of the contact and some notes. Sometimes this is important for compliance purposes and other times it simply helps to keep a log of all communications so that the entire team is across all client interactions.
Where are interactions stored?
The Interactions tab is the central place where these client interactions are stored. Interactions may be created via an integrated tool (for example, during automatic document generation or when running an email marketing campaign) but may also be manually added to capture phone calls, meetings, letters, emails and more.
Interaction Method is a category that can be configured by your PractiFI System Administrator.