Add new creditor Interactions

This part allows a user to insert the interactions.

Details Tab

Creditors – select creditor for interaction

Message Type –select the message type from the drop down arrow

Date – select the date

Follow Update – enter follow up date

Contact – select the contact person from the drop down arrow added from the creditor’s setup interactions

Cell number – enter the cell number but normally comes up as soon as the contact is selected if it has been added

Email Address – email address as well comes up as the contact is selected but can be edited

Subject – to enter the subject of the interaction

Notes – to add some notes

Reminder For – for a reminder, select from the drop down arrow

Create Reminder button – to create the reminder

Save And Send button – to save and send the interaction

Save And New button – to saves and opens up a new screen for the next interaction

Save button – to save the interaction

Close button – to close the interaction form

Custom Fields Tab

It allows a user to select the category from the drop down arrow and save the selection