The program automatically records sales, purchase and service documents, cover sheets, e-mails and phone calls as interactions if you have selected interaction templates for these documents and actions in the Relationship Management Setup window.
Program samodejno zapiše prodajne, nabavne in servisne dokumente, e-pošto in telefonske klice kot interakcije, ki jih v predlogah interakcij v oknu Nastavitev upravljanja odnosov izberete za te dokumente in aktivnosti.