When a user adds a note to the CRM, they can select the Interaction Type where this note originated from. For example, you may have Interaction Types like 'Made Contact', 'Incoming Call' and 'Customer Meeting'.


  • You'll need CRM Admin rights in order to follow the steps in this article

Step 1: Go to Settings Centre

To edit your Interaction Types, click on the settings drop down, then select System Settings.

Step 2: Navigate to General in Settings

Once within the Settings Centre, navigate to the General page and scroll down until you reach the Interaction Types configure option.

Step 3: Add New Interaction Type

By selecting the 'Click here to Configure' link, the Configure Interaction Types window will open. Here, all of your pre-existing Interaction Types will be listed. To add a new one, click on the plus icon in the top right-hand corner.

Step 4: Add Interaction Type Details

You'll now be able to give your Interaction Type a Description. Ensure this is relevant for your CRM users. 

Once happy with the information entered, click 'Create' and your new Interaction Type will be available!  

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