Interactions

The Interactions tab for a constituent record displays the interactions your organization has with the constituent, such as meetings and mailings. To access the Interactions tab, from the Documentation and Interactions tab on constituent record, select Interactions.

For each interaction, you can view its date, its status, the owner of the interaction, a summary of interaction, and how the user contacted the constituent. The Interactions list by default is sorted by the earliest transaction date to the most recent.

From the grid, you can add and manage interactions your organization has with the constituent.