Interactions
Log an interaction
Open the member’s profile.
Go to the Interactions tab.
Click New Interaction.
Enter a Title, such as “Phone call” or “Incident report”.
Enter the Note with the full details of what happened.
Click New Interaction to save.
Both the title and note are required. The interaction is immediately saved with a timestamp and the name of the staff member who created it.
Once saved, an interaction cannot be edited or deleted. Think carefully before saving. If you need to correct it, add a reply interaction with the correction.

Search terms: