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Set Up Automatic Recording of Interactions |
You can automatically record your customer or client interactions, for example, for sales, purchase and service documents or phone calls. |
jswymer |
dynamics-nav-2018 |
article |
na |
na |
na |
marketing, relationship, prospect, contact, client, customer |
06/06/2017 |
jswymer |
HT |
4fefaef7380ac10836fcac404eea006f55d8556f |
36f783d27cfc7306f15d086a3dc25a56591d0f1e |
en-gb |
10/16/2017 |
You can set up the application to automatically record interactions for sales, purchase and service documents, cover sheets, e-mails, phone calls, such as:
- Print sales or purchase quotes, orders, invoices, credit memos, cover sheets.
- Create sales service orders.
- Post sales service orders.
- Send e-mails to your contacts.
- Call your contacts, if you have a TAPI-compliant telephone and the correct installation.
To set up the automatic recording of these interactions, you specify interaction templates for these documents and actions by using the Interaction Template Setup window.
To open the Interaction Template Setup window, choose the 
icon, enter Interaction Template Setup, and then choose the related link.
Recording Interactions With Contacts
[Working with [!INCLUDEd365fin]](ui-work-product.md)