🚧 These docs are a work in progress. The information here may not be complete or accurate.
- What interactions are (an immutable, timestamped log of events — incidents, phone calls, meetings, anything that happened with or about a member)
- The difference between interactions and notes (interactions cannot be edited or deleted once saved)
- How to log a new interaction (date, type, description, staff member who logged it)
- Viewing interaction history chronologically
- Replying to an interaction to add a follow-up note
- Good examples of what to log as an interaction (incidents, calls, contract discussions, warnings)
- Who can see interactions (staff only)
