Interaction Record

When you add a constituent interaction, the program automatically creates a record of the interaction. From the record, you can view and manage information about the interaction. To access an interaction record from the Interactions page, select the interaction and then select Go to and select Interaction on the action bar. At the top of the record, profile information about the constituent appears, including primary contact information, lookup ID, inactive status, and any active constituencies.

Note: To delete an interaction from its record, select Delete under Tasks. For information about how to delete an interaction, see Delete a Constituent Interaction.

From the interaction record, you can view and manage detail information about the interaction. You can also view and manage the responses and documentation associated with the interaction. To help you navigate through this information, the interaction record contains multiple tabs.