GAIL users, please make sure to enter interactions on Organization records in the Primary record of the search results. To verify the primary record follow the steps below…
- From the Constituents functional area click Organization search under the Organizations header:
- Search for the organization by name, verify and select the Is primary record:
- On the organization’s constituent page, click the Documentation and Interactions tab, then click the Add button in the Interactions sub-tab:
- Fill in the required fields in the Add an Interaction screen and click save.
*If the interaction was with an employee at a subsidiary company, please add details in the comments box with reference to the individual and add as a participant: