Customer interactions Interaction timeline

New feature: content organization, collaboration and filtering

This article describes a new feature that may not be available to all users. If you don't see this feature and want to learn more, please contact your Tethr admin.
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Share an interaction with other Tethr users.

Getting started: If you’re not already viewing an interaction, first click on the interaction in Search & browse or from one of your Reports.

Share an interaction:

  1. Click on the Share button in the upper right-hand corner of the call timeline.
  2. In the pop-up, begin typing the recipient's name in the Search field. Select the recipient once you see their name in the results field.
  3. Optional: You may add a personal comment and select which call comments or notes to include in the share invite.

    Tip: If the call has any
    , you may also select them to share with your recipient(s). First click on the Include link to see all available comments/notes, and then check which ones to share.
  4. Click the Share button to send the interaction to your recipient(s).

What's next?