Talisma Fundamentals User's Guide.book

Talisma Fundamentals User’s GuideAdding Comments to an Interaction or Sub InteractionYou can store additional information about an Interaction as comments without responding to theInteraction. These comments are internal to Talisma, and cannot be viewed by the Contact. You can viewthe comments as events in the Conversation pane of the Interaction window by selecting the CommentAdded Event for the Interaction Object in the Options dialog box. You can also add attachments to theinserted comments. Alternatively, you can add an attachment without inserting a comment.Talisma prompts you to add comments when you assign an Interaction to another User, or send anInteraction for review.To Add Comments to an Interaction from the Interaction Table ViewYou can add comments, and insert attachments to an Interaction from the Interaction Table View. To doso:1. In the Interaction Table View, select the required Interaction.-OR-To add the same comment, and attachment(s) to multiple Interactions, press to selectrandom Interactions, or press to select consecutive Interactions.2. From the Interaction menu, select Add Comments.The Comments dialog box is displayed.3. In the Enter Text field, type the comments.4. If you want to add attachment(s), click Insert File.The Insert File(s) dialog box is displayed.5. Select the required file(s). To insert more than one file, press to select random files, or to select consecutive files.6. Click Open.The attachment(s) are listed in the right pane of the Comments dialog box.7. Select the Resolve Interaction(s) field if you want to resolve the Interaction.8. Click OK.When you click OK after resolving the Interaction, and adding an attachment, each of these actions islisted as a unique Event in the Conversation pane of the Interaction window.To Add Comments to an Interaction from the Interaction Window1. Open the required Interaction.2. From the Interaction menu, select Add Comments.The Comments dialog box is displayed.3. In the Enter Text field, type the comments.4. If you want to add attachment(s), click Insert File.The Insert File(s) dialog box is displayed.5. Select the required file(s). To insert more than one file, press to select random files, or to select consecutive files.6. Click Open.The attachment(s) are listed in the right pane of the Comments dialog box.7. Select the Resolve Interaction(s) field if you want to resolve the Interaction.8. Click OK.234