Interactions

The Interactions page for a constituent displays the interactions your organization has with the constituent, such as meetings and mailings. To access the Interactions page, select Interactions under More information.

For each interaction, you can view its date, its status, the user who performed the interaction, a summary of interaction, and how the user contacted the constituent. To make sure the grid displays the latest information, select Refresh List on the action bar.

To view a detail summary of an interaction, select its row in the grid. Beneath the row,additional information appears, such as the participants involved in the interaction, the categories of the interaction, and any comments entered about the interaction. You enter this information when you manually add the interaction to the database.

To help find a specific interaction, you can filter the interactions that appear in the grid. On the action bar, select Filter, select the criteria of the interaction to view, and select Apply. You can select to view interactions of a specific type and during a specific time frame, such as This year, This quarter, or Next week. If you select “<Specific date range>”, enter the time period in the Start date and End date fields. To remove the selected filters and display all interactions, select Reset on the action bar.

To view additional information about an interaction, such as any responses received from the person or any documentation associated with the interaction, select the summary of the interaction in the grid. The record of the interaction appears. For information about the items on this record, see Interaction Record.

To view the record of the user who owns or performs an interaction with the person, select the name of the owner in the grid. The record for the interaction owner appears.

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