Interactions
Reply to an interaction
You can add a follow-up entry to an existing interaction. For example, if you logged a missed payment call, you could reply when the payment is resolved.
Open the member’s profile and go to the Interactions tab.
Click the interaction you want to follow up on.
Click Reply.
Enter a title and note for the follow-up.
Click New Interaction to save the reply.
The reply is saved as a new interaction linked to the original. Both are visible in the interactions list, and the reply shows “Replying to: [original title]” on its detail page.

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