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Interactions and Events

Use the Interactions panel to view interactions with the account (for example, the system or a user added a note). An interaction is a group of events that occur while an account is open in the Agent Desktop. Use the Events panel to view the actions that occurred on the account (for example, a user changed the account status). You can use this information for auditing purposes.

Related Topics

View Account Interactions

View Events for an Account

Interaction Icons

Add Note

Reference Panels Permission

Reference Panels