Open Interactions

Use the Open Interactions panel to view a list of accounts that have open interactions. An interaction remains open until one of the following occurs:

• You close the interaction using the Close or Close All options in the Open Interactions panel.

• You close the interaction from the Work Form using the Close Account option in the Account toolbar.

Note: If you have the Auto Close Account permission, the following actions close an open interaction automatically.

• You search for and select an account using the Search Accounts or Quick Search feature.

• You move to the next account in the work queue when working accounts in a queue.

• You close the work queue when working accounts in a queue.

• You select another account from inventory.

• You select another account from account history.

Note: If you leave an interaction open for 30 minutes or longer, other users can open that interaction.

Related Topics

View Open Interactions

Select an Account From Open Interactions

Close an Open Interaction