Interactions
Interactions vs notes
Interactions
Notes
Purpose
Record events that happened
Store ongoing information to remember
Editable?
No, permanent once saved
Yes, staff can edit the title or text
Examples
”Called member re: late payment”, “Injury incident report"
"Allergic to peanuts”, “10% discount agreed”
If you’re writing something down because it happened and you want a record of it, use an interaction. If you’re writing it down as a reminder for the future, use a note.

Search terms: