CRM- Interactions
What is the Interactions grid?The Interactions grid shows personal contact and communications that you have recorded with your constituents. These communications can include things like phone calls and meetings that have occurred in the past or are upcoming. This grid is located in the CRM Module.How 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 +Newbutton at the top of the grid and select Interaction. You will be redirected to an interaction entry form. 1. Th…How 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.Can 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…How 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/Timeof a specific interaction or click on the row for the constituent, then the View/Edit, and thenInteractions. If you are alrea…Can I edit or delete an interaction?You can edit an interaction by locating it on the Interactions grid and either double clicking it, or by selecting the row, then clicking on the View/Edit and then Interactions. The Date/Timeis also a hyperlink that you can click on to edit the interaction. An interaction can be…Can I add an interaction type?Yes, you can click on the arrow inside the drop down box and click on . In the pop up window, type in the new interaction type you want to add and click on the Disk(save) icon to the right of the field. Click Close to exit the popup window and the new value will be added to the…Can I edit or delete an interaction type?Yes. In the Interaction Type field, click on the arrow inside the drop down box and click on . To edit a value, click on the Pencil and Paper (edit) icon to the right of the value you’d like to edit and make the changes necessary. Make sure to click on the Disk(save) icon to the…Can 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 . 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 the dropdown an…Can 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…Who are the people in the internal contact dropdown box?These are the people inside your organization who are Ass users and have access to the CRM module.Who 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.