The New Interaction Window

• From the File menu, select New, and choose Interaction.

- OR -

Click .

The New Interaction window is displayed.

The Interaction Window

The following table describes the components of the New Interaction window:

Component	Description
Menu Bar	Contains commands to perform operations in the New Interaction window.
Toolbar	Displays the most frequently performed tasks as buttons. Place the mouse cursor on a button to view its function.
Search Contacts Pane	Used to specify Filter conditions to search for the Contact associated with the Interaction. When an Interaction is created, Filter conditions specified in the Search Contacts pane using the Select Properties dialog box are saved. As a result, these saved Filter conditions are displayed in the window every time you create a new Interaction. However, Filter conditions specified manually in the Search Contacts pane are specific only to the Interaction being currently created.
Contact Message Pane	Located under the Text tab. Used to record the message received from a Contact.
User Message Pane	Located under the Text tab. Used to record your response to the Contact's message.
Assigned To Tab	Used to assign the Interaction to another User in the same Team.

Tip

The Add Message window is similar to the New Interaction window.