Managing interactions with a person

To view and manage interactions in a person's profile:

  1. In the command bar, click on Profiles.
  2. Select People from the dropdown menu.
  3. To view the person's profile, click on their name.
    1. Use the search box to filter the list of profiles by name or email address.
    2. Use the page controls to change how may profiles display at once and to navigate between pages.
    3. Click on a column heading to sort by that column in ascending order. Click it a second time to sort in descending order.

Selecting Profiles form the command bar

  1. Use the options in the Current List of Interactions box to manage interactions with that person.
    1. Use the search box to search for interactions by subject.
    2. Use the page controls to navigate the list of interactions.
    3. Click on the interaction's subject to view its details.
    4. To edit an interaction, click on its mode_edit icon in the Actions column.
    5. To permanently delete an interaction, click on its delete_forever icon in the Actions column.
    6. Click on the Refresh button to refresh the list of interactions.
    7. Click on the Add Interaction button to record a new interaction with that person.

Options for managing interactions


Viewing all interactions for all profiles

  1. From the Profiles > Interactions page you can view all of the interactions for all of the People and Organization profiles in your system. On this page you can:
    1. Click on the New Interaction button to record a new interaction with a profile.
    2. Use the Filter field to search for interactions by subject.
    3. Use the page controls to navigate the list of interactions.
    4. Click on the interaction's subject to view its details.
    5. To edit an interaction, click on its mode_edit icon in the Actions column.
    6. To permanently delete an interaction, click on its delete_forever icon in the Actions column.
    7. Click on the Refresh button to refresh the list of interactions.

Options on the Interactions page

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