marketing-auto-record-interactions.md

title	description	documentationcenter	author	ms.prod	ms.topic	ms.devlang	ms.tgt_pltfrm	ms.workload	ms.search.keywords	ms.date	ms.author	ms.translationtype	ms.sourcegitcommit	ms.openlocfilehash	ms.contentlocale	ms.lasthandoff
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

Recording Interactions with Contacts Automatically

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.

See Also

Recording Interactions With Contacts
[Working with [!INCLUDEd365fin]](ui-work-product.md)