Page 5075 "Interaction Templates"

Base Application · Microsoft.CRM.Interaction · BC23-30 · source at ea08af5e · facts from BC29

Properties

Property	Value
Caption	Interaction Templates
SourceTable	Interaction Template
PageType	List
UsageCategory	Administration
ApplicationArea	RelationshipMgmt

Fields on this page

Layout controls in source order, grouped by the container they sit in. Shows: the table field a control is bound to (or its expression as written); ToolTip: the control’s own, else the bound field’s (marked).

Group	Control	Shows	ToolTip
Control1	Code	Code	Specifies the code for the interaction template. from the table field
	Interaction Group Code	Interaction Group Code	Specifies the code for the interaction group to which the interaction template belongs. from the table field
	Description	Description	Specifies a description of the interaction template. from the table field
	Word Template Code	Word Template Code	Specifies the Word template to use when you create communications for an interaction. The Word template will create either a document or be used as the body text in an email. from the table field
	Wizard Action	Wizard Action	Specifies the action to perform when you click Next in the first page of the Create Interaction guide. Blank results in no action. Open will fill out the template and open the email editor where you can edit the text if needed. Merge will fill out the template and send it immediately. from the table field
	Correspondence Type (Default)	Correspondence Type (Default)	Specifies the preferred type of correspondence for the interaction. NOTE: If you use the Web client, you must not select the Hard Copy option because printing is not possible from the web client.
	Language Code (Default)	Language Code (Default)	Specifies the default language code for the interaction. If the contact’s preferred language is not available, then the program uses this language as the default language.
	Attachment	`Rec."Attachment No." <> 0`	Specifies if the linked attachment is inherited or unique.
	Ignore Contact Corres. Type	Ignore Contact Corres. Type	Specifies that the correspondence type that you select in the Correspondence Type (Default) field should be used. from the table field
	Unit Cost (LCY)	Unit Cost (LCY)	Specifies the cost, in LCY, of one unit of the item or resource on the line.
	Unit Duration (Min.)	Unit Duration (Min.)	Specifies the usual duration of interactions created using the interaction template.
	Information Flow	Information Flow	Specifies the direction of the information flow for the interaction template. There are two options: Outbound and Inbound. Select Outbound if the information is usually sent by your company. Select Inbound if the information is usually received by your company. from the table field
	Initiated By	Initiated By	Specifies who usually initiates interactions created using the interaction template. There are two options: Us and Them. Select Us if the interaction is usually initiated by your company. Select Them if the information is usually initiated by your contacts. from the table field
	Campaign No.	Campaign No.	Specifies the number of the campaign for which the interaction template has been created. from the table field
	Campaign Target	Campaign Target	Specifies that the contact who is involved in the interaction is the target of a campaign. This is used to measure the response rate of a campaign. from the table field
	Campaign Response	Campaign Response	Specifies that the interaction template is being used to record interactions that are a response to a campaign. For example, coupons that are sent in as a response to a campaign. from the table field

Actions

Group	Action	ToolTip	Runs
Interaction Template	Interaction Log Entries	View a list of the interactions that you have logged, for example, when you create an interaction, print a cover sheet, a sales order, and so on.	Page 5076 “Interaction Log Entries”
	Statistics	View statistical information, such as the value of posted entries, for the record.	Page 5079 “Interaction Tmpl. Statistics”
	Languages	Set up and select the preferred languages for the interactions with your contacts.	Page 5154 “Interact. Tmpl. Languages”
Attachment	Open	Open the card for the selected record.
	Create	Create a new interaction template.
	Copy from	Copy an existing interaction template.
	Import	Import an interaction template.
	Export	Export an interaction template.
	Remove	Remote an interaction template.
Navigation	Create Interaction Word Template	Create a Word template to use in interaction templates.

Triggers

OnAfterGetRecord, OnNewRecord

Relations

source table Table 5064 “Interaction Template”

Pages and codeunits on this table

Table 5064 “Interaction Template” (lookup page)

Ask your agent

Procedure bodies are not stored here (D10). For a procedure body or the calls of one procedure, ask bc-code-atlas (external, by Stefan Maron, MIT; default corpus w1-28), which the bc-observatory plugin connects: bcatlas_resolve_node(object_type: "page", object_name: "Interaction Templates"), then bcatlas_get_procedure_body or bcatlas_get_neighbors on the returned id.