How to Add an Interaction

Learn how to create an interaction record in GivingData.

On the Contacts tab of an Organization or Request record, click the left half of the yellow box next to a contact's name. 

The Contact Details modal will appear. Navigate to the Interactions tab of the modal.

Click the green "Add New Interaction" button.

In the modal that appears, enter the relevant interaction information. 

On the next page of the modal, add participants to the interaction. Then click Save.