Track every communication with your customers to build a complete relationship history.
Accessing Interactions
Navigate to CRM > Customer Interactions.
Logging an Interaction
- Customer — Select the customer
- Interaction Type — Select from configured types
- Subject — Brief summary
- Description — Detailed notes
- Date — When the interaction occurred
- Duration — How long it lasted (optional)
- User — Staff member who handled it
- Follow-up Required — Flag for follow-up
- Follow-up Date — When to follow up
Interaction Types
Configure at CRM > Interaction Types: Phone Call, Email, In-Store Visit, WhatsApp Message, Video Call, Social Media, Letter/Mail.
Each type has a Name, Description, Icon, Color, and active toggle.
Best Practices
- Log every interaction — Even brief phone calls
- Be specific — Include what was discussed and any promises made
- Set follow-ups — Do not let customer requests fall through
- Use types consistently — Enables accurate reporting
- Assign the right user — Track relationship ownership