Interaction form
For an auto-generated interaction record, the Details tab contains details of the interaction.
| Field | Description |
|---|---|
| Number | Auto-generated unique interaction number. |
| Opened for | Name of the user. |
| Type | Channel through which interaction is created. For example, chat. |
| Assigned to | Name of the assigned agent. |
| State | Status of the interaction |
| Application | Type of application. For example, Finance Case Management. |
| Short description | Brief description of the interaction. |
| Work notes | Additional notes about the interaction record. |
Parent Topic:Finance Case Management Reference
Related topics
Create new interaction related record form