Add new creditor Interactions

This part allows a user to insert the interactions.

Details Tab

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Save

AndSend 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

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