Tracking Interactions

Recording interactions allows you to capture information that details individual interactions with your organization. This tool is especially helpful in tracking contact points with people who are not (yet) program participants. In order to create a new interaction record, You can either navigate to the ‘Interactions’ tab in the top navigation menu and click on the grey ‘Create New Interaction’ button, or you can go into the participant record then either click the “New Interaction” button on the top right or Click the “Other Logs” Tab followed by the grey “Create New Interaction” Button

Next, you’ll fill out as much applicable detail regarding the interaction as possible, including name, contact information, contact type, and any referrals made.