CRM – Interactions

What is the Interactions grid?
The Interactions grid shows communications that you have had with your constituents. These communications can include things like phone calls and meetings t...
Thu, Jan 28, 2016 at 8:46 AM
How do I add an interaction?
There are multiple ways to create a new interaction.   From the main grids (Constituents, Gift, Interactions or Documents), you can highlight the constituen...
Thu, Jan 28, 2016 at 8:47 AM
How do I find the Interactions page?
Once you are logged into DonorView and have entered the “CRM and Fund Raising” page, you will automatically be directed to the “Home” page. At the top of th...
Thu, Jan 28, 2016 at 8:47 AM
Can I search interactions?
You can search for a specific interaction by entering any text in the search field located in the upper left corner of the Interactions grid. To clear the s...
Thu, Jan 28, 2016 at 8:47 AM
How do I see all of the interactions for just one constituent?
From the main Interactions grid, you can use the search box or filters to find the constituent. Click on the row for the constituent, then the View/Edit but...
Thu, Jan 28, 2016 at 8:47 AM
Can I edit or delete an interaction?
You can edit an interaction by locating it on the Interactions grid and either double clicking it, or by selecting the row, then clicking on the View/Edit b...
Thu, Jan 28, 2016 at 8:48 AM
Can I add an interaction type?
Yes, you can click on the up and down arrows of the drop down box and click on “New/Edit”. Type in the new interaction type you want to add and click on the...
Thu, Jan 28, 2016 at 8:48 AM
Can I edit or delete an interaction type?
Yes, click on the up and down arrows of the drop down box and click on “New/Edit”.   To edit a value, click on the edit Icon to the right of the value you’d...
Thu, Jan 28, 2016 at 8:48 AM
Can I change the order that the interaction types appear in the dropdown box?
Yes, click on the up and down arrows of the drop down box and click on “New/Edit”.   Find the value that you want to re-order and click on the icon with 3 r...
Thu, Jan 28, 2016 at 8:48 AM
Who are the people in the internal contact dropdown box?
These are the people inside your organization who are DonorView users.
Thu, Jan 28, 2016 at 8:48 AM