Setup (General)

Linking to interactions

note
You can link to interactions only if you are licensed for the Client Management module.
Use the
Select Interactions
 dialog to create a link to an interaction from any Links tab in the application.
  1. To open the
    Select Interactions
     dialog, right-click within the Links tab and choose
    Add Interaction
     from the context menu.
    note
    If you are adding a link from one of the setup screens (for example, Clients), you must select the
    Add
     or
    Edit
     button before the context menu is available.
  2. If necessary, narrow down the list of interactions in the dialog to find the one to which you want to add a link.
    • Use the
      Search
       field at the top of the dialog to search for text contained in the interaction. You can search for specific characters by selecting Exact, Begins with, Contains, or Ends with. You can also select from searches you have recently performed.
    • Select the Two blue down arrows button and use the
      Filter
       field to narrow down the list by one or more fields in the interaction, or select the More button to create a custom filter.
    • You can increase the number of interactions listed by clearing the
      Show last 30 days only
       checkbox. This checkbox is marked by default.
  3. Select one or more interactions from the list. To select multiple interactions, hold down the SHIFT or CTRL key and select the interactions you want to select.
  4. Select
    OK
     to return to the Links tab.
    note
    If you are in one of the setup screens (for example, Engagement Templates), you must select the
    Enter
     button to save your changes to the setup item.

This article applies to:

  • Product: DT Practice