Edit an interaction

1. Open the record of the person with the interaction to edit.

2. Under More information, select Interactions. The Interactions page for the record appears.

3. Under Interactions, select the interaction to edit.

4. On the action bar, select Edit and select Interaction. The Edit interaction screen appears. The items on this screen are the same as the Add interaction screen. For information about the items on this screen, see Add Interaction Screen.

   Note: To edit an interaction from its record, select the Details tab and select Edit on the action bar. For information about the interaction record, see Interaction Record.

5. Edit the information as necessary.

6. Select Save. You return to the Interactions page.

Tip: To remove an interaction, see delete an interaction.