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Assign Interaction Tracker Attributes

Requirements: Some Interaction Tracker functions are available only if you have the appropriate licenses and security rights. For more information, see Tracker Licensing and Rights.

Interaction Tracker enables you to store attributes for contacts, organizations, locations or interactions. An interaction attribute can include such information as notes about a particular situation, duration of the interaction, or other significant details.

To add Tracker Attributes to the current interaction:

Right-click the current interaction.
From the interaction shortcut menu, select Interaction Tracker > Interaction Tracker Attributes.

Result: The Interaction Tracker Attributes dialog box appears.

Supply values for the displayed Attribute Types for this interaction and click OK.

To assign Tracker Attributes to a related interaction:

Find the appropriate related interaction.
In the Interaction Properties dialog box, select the Attributes tab.

Supply values for the displayed Attribute Types for this interaction and click OK.