Add Constituent Interactions

You can manually add interactions associated with a constituent, such as a telephone conversation to discuss your organization’s mission in detail. When you add an interaction, you can enter a summary or its objective, its expected and actual dates, and any comments or additional information about the interaction.

If a constituent is linked to a system user and that user adds an interaction to any constituent record, the interaction owner is automatically defaulted to the user adding the interaction. The user can change the interaction owner manually if needed.