CRM- Interactions
Interactions OverviewIn AssociationSphere, an interaction is a record of communication or direct involvement with a constituent. An interaction can also be used to record notes or reports about a constituent. Interactions can also have follow-ups, where you assign a task to a specific AssociationSph…2 min readWhat is the Interactions grid?The Interactions grid shows personal contact, notes, reports, and communications that you have recorded with your constituents. These interactions can include things like phone calls, meetings, direct emails, fundraising plans, research, application reviews, and other informatio…2 min readHow do I add an interaction?There are multiple ways to create a new interaction. From the Constituents, Gift, Interactions or Documents grids, you can highlight the constituent, click on the +New button at the top of the grid and select Interaction. You will be redirected to an interaction entry form. 1. T…3 min readHow do I edit or delete an interaction?To Edit a Record From the Interactions grid or the constituent's Interactions tab you can edit an interaction by clicking on the Date/Time or by highlighting the row of the record, clicking on View/Edit, then selecting Interaction. This will open the constituent's profile showin…1 min readHow do I find the Interactions page?The global Interactions Grid is located in the Workspace CRM Module. You can also find the interactions information for a specific constituent on their Interactions tab.1 min readCan I search interactions?You can search for a specific interaction by clicking on Search at the top of the grid and entering any text in the search field. Click on the Magnifying Glass icon to initiate the search. To clear the search results and return to all records, simply click on the “X” that appear…1 min readHow do I see all of the interactions for just one constituent?From the main Interactions grid, you can use the search box or add filters to the Last Name column to find the constituent. You can click on the Date/Time of a specific interaction or click on the row for the constituent, then the View/Edit, and then Interactions. If you are alr…1 min readCan I add, edit, or delete an interaction type?Yes, you can click on the arrow inside the drop down box and click on <New/Edit>. Adding New Types In the pop up window, click on +Add New Interaction Type and enter the new Value. Click Update to save the new value or Cancel to close the window without adding the new valu…2 min readCan I change the order that the interaction types appear in the dropdown box?Yes. In the Interaction Type field, click on the arrow inside the drop down box and click on <New/Edit>. A new window will open. Find the value that you want to re-order and hover over the three vertical lines to the left of the value. Drag the value to the new location in…1 min readCan I do a batch update for constituents in the Interactions Grid?On the main Interaction Grid if you need to make an update to multiple interaction records you can do so through the Actions menu using Batch Update Records. The first step would be to filter the Interactions grid for the desired Interaction records you wish to update. Once the…1 min readWho are the people in the internal contact dropdown box?These are the people inside your organization who are AssociationSphere users and have access to the CRM module.1 min readWho are the people in the follow up contact dropdown box?These are the people inside your organization who are AssociationSphere users and have access to the CRM module.1 min read