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Interactions and Events

Use the Interactions panel to view interactions with the account displayed in the Work Form (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 Work Form. Use the Events panel to view the actions that occurred on an 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