Glossary of terms used on this site
Glossaries
| Term | Definition |
|---|---|
| Interaction | An interaction is any kind of direct or indirect contact with a client. A personal visit, a visit with communion, a phone call, or an email may all be an interaction.
Hits - 1683
|
| Interaction Type | An interaction type is a way of categorizing your interactions with clients. An interaction type might be a phone call, an email, or a visit. You can create more categories by including the primary objective of the visit within the type name, like "Visit - communion" to indicate the visit will include communion.
Hits - 1592
|