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10.5. Define Interaction Types: Phone Calls, Emails, Meetings, and Custom Types
Create and manage AlgaPSA interaction types with custom icons, display order, and standard imports for consistent client activity tracking.
10.5. Define Interaction Types: Phone Calls, Emails, Meetings, and Custom Types
Create and manage AlgaPSA interaction types with custom icons, display order, and standard imports for consistent client activity tracking.
10. SettingsUpdated: 5/22/2026
Navigate to Settings > General > Interaction Types tab. This section allows you to define and manage different types of interactions within the system.
- Add Interaction Type: Create new interaction types (e.g., "Phone Call," "Email," "Meeting," "Document"). You can set their display order and choose associated icons to represent them visually.
- Import Standard Interaction Types: Import a set of predefined interaction types to quickly set up your system.