Link to interactions
Use the Select Interactions dialog to create links to one or more interactions from a
Links
tab in the application.note
You can link to interactions only if you are licensed for the Client Management module.
You can create a link to an interaction from any
Links
tab in the application by using the Select Interactions
window.- Open theSelect Interactionswindow by right-clicking within theLinkstab and choosingAdd Interactionfrom the context menu.noteIf you are adding a link from a setup screen, such asClients, selectAddorEditbefore the context menu becomes available.
- If necessary, narrow the list of interactions to find the interaction you want to link to.
- Use theSearchfield at the top of the window to search for text contained in the interaction. You can search for specific characters by selectingExact,Begins with,Contains, orEnds with. You can also select from recent searches.
- Select the two blue down arrows button and use theFilterfield to narrow the list by one or more interaction fields, or select theMoreellipsis
button to create a custom filter. - Clear theShow last 30 days onlycheckbox to display more interactions. This checkbox is selected by default.
- Select one or more interactions from the list.To select multiple interactions, hold down theSHIFTkey orCTRLkey while selecting the interactions.
- SelectOKto return to theLinkstab.noteIf you are working in a setup screen, such asEngagement Templates, selectEnterto save your changes to the setup item.
The selected interaction links are added to the
Links
tab.
