Interactions portlet
The
Interactions
portlet is available on the Staff
and Client
dashboards.This portlet shows all interactions — notes, phone calls, phone messages, email messages — for the logged in staff member (
Staff Dashboard
) or selected client (Client Dashboard
).Select an interaction to open a window in which you can view all information for the interaction and make edits. Select the title bar of this portlet to open the
Manage Clients
screen to the Interactions
tab.
