Customer Interactions

Use this form to manage conversations with your customers. For example, if you promised to contact the customer on a specific date regarding a specific order, you can enter this information on the Customer Interactions form. You also can track messages and information for ongoing interactions. The Interaction ID allows you to quickly find a particular interaction. You can enter multiple customer interaction entries per customer per day.

Your customers can use the Customer Portal to initiate and respond to interactions. Their entries are displayed on the Customer Interactions form.