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You can set up Business Central to automatically record interactions for sales, purchase and service documents, cover sheets, e-mails, and phone calls. For example:
- Print sales or purchase quotes, orders, invoices, credit memos, cover sheets.
- Create sales service orders.
- Post sales service orders.
- Send e-mails to your contacts.
- Call your contacts, if you have a TAPI-compliant telephone and the correct installation.
To set up the automatic recording of these interactions, specify interaction templates for these documents and actions by using the Interaction Template Setup page.
To open the Interaction Template Setup page, select Search (Alt+Q) 
in the upper-right corner, enter Interaction Template Setup, and then choose the related link.
Related information
Record Interactions With Contacts
Work with Business Central