Client Interactions

In addition to the list of communications, all client interactions are stored. This provides a more comprehensive overview of a participant's contact with the organization. Client interactions include all the interactions between a participant and the organization. All communications, payments, and phone calls retrieved by a call center are automatically added to a participant's list of interactions.

Interactions are useful because they form an overview of a participant's contact with the organization. For example, if a participant calls about a specific payment, a user can quickly access the general information about that payment and any communications relating to it.