There are multiple ways to create a new interaction.
From the main grids (Constituents, Gift, Interactions or Documents), you can highlight the constituent, click on the New button at the top of the grid and select Interaction. Enter the information about the interaction and click Save. If you do not want to save your changes, you can click Cancel.
From within a constituent record, you can click on their Interactions sub-menu that appears on the right above their information. Click on the +Interaction button at the top. Enter the information about the interaction and click Save. If you do not want to save your changes, you can click Cancel.
From within a constituent record, you can hover your mouse over their Interactions sub-menu that appears on the right above their information and select New Interaction from the dropdown that appears. Enter the information about the interaction and click Save. If you do not want to save your changes, you can click Cancel.
