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Interaction Listing report

The Interaction Listing report is a Client Management report, which you can use to view, group and sort all interactions entered into Practice CS. For example, you may want to group interactions by client, so you can trace the communications between your firm and its clients.

View and print the report

Select
File
,
Print Reports
,
Interaction Listing
 in the available reports pane, then
Select
.

Included in the report

  • Type:
     The type of interaction, such as note, phone call, phone message, or email.
  • Source:
     The source of the interaction, such as Practice CS or Outlook.
  • Date/Time:
     Date and time information for the interaction.
  • Contact:
     The contact with whom the interaction took place.
  • Of:
     The client or entity with whom the contact is associated.
  • Staff:
     The staff member who conducted the interaction.
  • Subject:
     A brief description of the subject of the interaction, written by the staff member who entered it into Practice CS.
  • Comment:
     Detailed text of the interaction that the staff member entered in Practice CS.

This article applies to:

  • PRODUCT: Practice CS
  • Subject: Reports