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Close an Open Interaction

Use the Open Interactions panel or the Account toolbar to close a single or all open interactions.

To close an open interaction

  1. To close an interaction for the account that is open in the Work Form, in the Account toolbar, click Close Account.

  2. To select an open interaction to close, do the following:

    1. In the Account toolbar, click the Search slide-in icon.

    2. In the menu bar, click Interactions.

Open Interactions page

    1. In the data grid, click Close.

  1. To close all open interactions, click Close All.

Related Topics

Open Interactions