Add Creditor Interaction
This part allows a user to insert the interactions.
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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