# Creditor Interactions Menu

# Creditor Interaction Search

<span style="color: rgb(45, 194, 107);">**<span class="ts15">Creditors</span><span class="ts15">&gt; Activity &gt;</span><span class="ts15">Creditor Interactions</span>**</span>

<span class="ts15"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(88).png)

<span class="ts7">This allows the user to interact with the creditors by email or SMS.</span>

<table border="1" id="bkmrk-basic-tab-search-but" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 17.4213%;"></col><col style="width: 82.554%;"></col></colgroup><tbody><tr><td>**<span class="ts7">Basic Tab</span>**</td><td><span class="ts7">Search button searches according to user’s preference</span></td></tr><tr><td>**<span class="ts7">Creditor</span>**</td><td><span class="ts7">search by selecting creditor</span></td></tr><tr><td>**<span class="ts7">Interaction Type</span>**</td><td><span class="ts7">search by selecting interaction type from the drop down arrow</span></td></tr><tr><td>**<span class="ts7">Date From</span>**</td><td><span class="ts7">select the date from and the Date To, and search</span></td></tr><tr><td>**<span class="ts7">Order By</span>**</td><td><span class="ts7">select the order from the drop down arrow</span></td></tr><tr><td>**<span class="ts7">Detailed Tab</span>**</td><td><span class="ts7">searches the interaction details according to the Follow Up Date selection</span></td></tr><tr><td>**<span class="ts7">Custom Fields</span>**</td><td><span class="ts7">search by selecting the category from the drop down arrow.</span></td></tr></tbody></table>

<span style="text-decoration: underline;"><span class="ts7">Buttons</span></span>

<table border="1" id="bkmrk-insert-button-to-ins" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 17.9507%;"></col><col style="width: 82.1482%;"></col></colgroup><tbody><tr><td>**<span class="ts7">Add</span>**</td><td><span class="ts7">to insert creditor’s interaction</span></td></tr><tr><td>**<span class="ts7">Edit</span>**</td><td><span class="ts7">to view or make changes on an existing type of interaction</span></td></tr></tbody></table>

# Add Creditor Interaction

<span class="ts7">This part allows a user to insert the interactions.</span>

![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(3484).png)

<span class="ts50">Details Tab</span>

<table border="1" id="bkmrk-creditors-select-cre" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 22.9808%;"></col><col style="width: 76.9945%;"></col></colgroup><tbody><tr><td>**<span class="ts0">Creditors</span>**</td><td><span class="ts0">select creditor for interaction</span></td></tr><tr><td>**<span class="ts0">Message Type</span>**</td><td><span class="ts0">select the message type from the drop down arrow</span></td></tr><tr><td>**<span class="ts0">Date</span>**</td><td><span class="ts0">select the date</span></td></tr><tr><td>**<span class="ts0">Follow Update</span>**</td><td><span class="ts0">enter follow up date</span></td></tr><tr><td>**<span class="ts0">Contact</span>**</td><td><span class="ts0">select the contact person from the drop down arrow added from the creditor’s setup interactions</span></td></tr><tr><td>**<span class="ts0">Cell number</span>**</td><td><span class="ts0">enter the cell number but normally comes up as soon as the contact is selected if it has been added</span></td></tr><tr><td>**<span class="ts0">Email Address</span>**</td><td><span class="ts0">email address as well comes up as the contact is selected but can be edited</span></td></tr><tr><td>**<span class="ts0">Subject</span>**</td><td><span class="ts0">to enter the subject of the interaction</span></td></tr><tr><td>**<span class="ts0">Notes</span>**</td><td><span class="ts0">to add some notes</span></td></tr><tr><td>**<span class="ts0">Reminder For</span>**</td><td><span class="ts0">for a reminder, select from the drop down arrow</span></td></tr><tr><td>**<span class="ts0">Create Reminder button</span>**</td><td><span class="ts0">to create the reminder</span></td></tr></tbody></table>

<span class="ts0">Custom Fields Tab</span>

<span class="ts0">It allows a user to select the category from the drop down arrow and save the selection</span>