Interaction Information

Interactions are specific communication activities and actions your organization takes to build a relationship and secure a donation from a constituent. Interactions can include meetings, telephone calls, email messages, and mailings. From the constituent record, to access a summary of the interactions your organization has with a constituent, select Interactions under More information. The Interactions page for the constituent appears.

The Interactions page displays detailed information from the constituent record, such as contact information, lookup ID, and active constituencies. You can view the interactions your organization has with the constituent, as well as add and manage the interactions. For information about the items in this grid, see Interactions.

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 such as related constituent responses and documentation. For information about the interaction record, see Interaction Record.