In Donorview, an interaction is a record of communication, contact, or activity tracking for a constituent. An interaction can also be used to record notes ...

Located in the CRM Module, the Interactions grid shows personal contact, communications, notes, reports, and activities that you have recorded with your con...

There are multiple ways to create a new interaction.  From the Constituents, Gift, Interactions or Documents grids, you can highlight the constituent, click...

The global Interactions Grid is located in the Workspace > CRM Module. You can also find the interactions information for a specific constituent on their...

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 Gl...

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 o...

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 a...

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 N...

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 ...

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...