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Recording interactions with business contacts consists of these tasks:
- Setting up interaction templates
- Creating interactions on contacts or segments
- View and manage recorded interactions
Set up interaction templates
Before you can record interactions, you must set up interaction templates. An interaction template is a model that defines the basic characteristics of an interaction. When you record an interaction, you specify the interaction templates to base it on. Settings such as the mode of communication that was used, who initiated the interaction, and its cost, transfer to the interaction.
You set up an interaction template on the Interaction Templates page.
When you set up an interaction template, you can add an attachment. For example, you might attach a Microsoft Word document that contains notes from a meeting. Learn more at Attachments for interactions for information about attachments. Repeat the steps to set up as many interaction templates as you want.
Create interactions
There are two ways to record interactions:
- You can manually create interactions that are linked to a single contact or to a segment. Learn more in Create Interactions on Contacts and Segments.
- You can automatically record interactions when you perform actions in the application—for example, when you print an invoice or quote. Learn more in Automatically Record Interactions with Contacts.
View and manage recorded interactions
You can access all recorded interactions on the Interaction Log Entries page. You can open this page by:
Using the Search for Page or Report icon to search on Interaction Log Entries.
Choosing the Interaction Log Entries action on a contact or segment.
The Interaction Log Entry page contains the interactions you create manually and the interactions that Business Central records automatically.
Use the Interaction Log Entries page to view the status of interactions and cancel interactions.
You can delete interaction log entries that are canceled. To delete interaction log entries, select Search (Alt+Q) 
in the upper-right corner, enter Delete Canceled Interaction Log Entries, choose the related link, and then fill in the information.
Related information
Manage Contacts
Manage Sales Opportunities
Work with Business Central