Interaction Summaries

The Interaction Summaries component now offers better search capabilities for interaction summary records within the component. With the component now supported on mobile devices, bankers and financial advisors can capture and update interaction summaries on the go.

Find Interaction Summaries Faster with Improved Search
Bankers and financial advisors can quickly find and review past interaction summaries to be better prepared for their next meeting. They can search a record based on the interaction summary title, meeting notes, next steps, or any custom text fields.
Share Interaction Summaries or Interactions with a Reimagined and Intuitive Interface
Help bankers and financial advisors easily share interactions and interaction summaries with multiple participants at a time in a compliant manner. Previously, they could share records with only one participant at a time. When you add the new Manage Participant component to an interaction or interaction summary record page, they can add multiple users or groups as participants to the record, and also assign roles from within the component. The component also provides them a suggested list of users or groups to add to the record.
Access Interaction Summaries on the Go
Bankers and financial advisors can now take advantage of the support for Interaction Summaries component on mobile devices to create, update, or search interaction summaries on the go.

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