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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

Custom Fields Tab

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