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Generated from published articles20 results for “can i edit or delete an interaction type”
Can I add, edit, or delete an interaction type?…Close at the bottom of the Create Interaction Type window to return to the previous page. Editing Existing Types To edit an existing value,…CRM – Interactions · 2 min readCan I edit or delete an interaction?…hyperlink that you can click on to edit the interaction. An interaction can be deleted from the interactions grid by selecting the specific…CRM – Interactions · 1 min readCan I change the order that the interaction types appear in the dropdown box?Yes. In the Interaction Type field, click on the arrow inside the drop down box and click on <New/Edit> . A new window will open. Find…CRM – Interactions · 1 min readCan I add, edit or delete a relationship type or category?When adding or editing a relationship, you can access the choices for the relationship type or category by clicking on <New/Edit> from…CRM – Relationships · 2 min readCan I edit or delete a pending type?Yes, you can add edit or delete types when adding or editing a gift. Click on the up and down arrows of the drop-down box and click on . You…Pending Gifts · 1 min readHow do I add an interaction?…also click on the data/time of any interaction to view or edit the interactions.…CRM – Interactions · 3 min readCan I edit or delete a tribute type?Yes, you can add edit or delete types when adding or editing a gift. Click on the up and down arrows of the drop-down box and click on . You…Tribute Gifts · 2 min readInteractions Overview…rences for this grid. You can also delete an interaction using the Trash Can icon. Note that deleted interactions are permanently removed an…CRM – Interactions · 2 min readHow do I create an Interaction for a Member?- Time/Date – This will default to the current date and time but you may change it. - Status – Select whether the Interaction is open or closed. - Internal Contact – This will default to your Name but you can change who…Youth Members · 2 min readCan I search interactions?You can search for a specific interaction by clicking on Search at the top of the grid and entering any text in the search field. Click on the Magnifying Glass icon to initiate the search. To clear the search results and…CRM – Interactions · 1 min readHow do I open a Member’s Interaction?To open an Interaction you can click on the blue Date/Time text for that interaction or you can select that specific row, which will highlight in blue and then click on the blue, “View/Edit” button.Youth Members · 1 min readHow do I find the Interactions page?The global Interactions Grid is located in the Workspace CRM Module. You can also find the interactions information for a specific constituent on their Interactions tab.CRM – Interactions · 1 min readBatch Update Records - Interactions- The Date/Time of the interaction - The Status - Open or Closed - The Primary Relationship - indicates who the person was in your organization that made this contact - Interaction Type - a customizable dropdown to ident…Batch Updates · 2 min readCan I add, edit or reorder the payment types?…d new payment types when adding or editing a gift. Click in the Payment Type box and select to open the editor window and add or edit the li…Entering General Donations · 1 min readCan I edit or delete an email address?…update the email address, you can type in the new information and click Save to save the changes. To edit an additional email address, proc…Constituent Profiles · 1 min readHow can I edit, delete, or suspend a user?…ght of the chart has two buttons, “Delete” and “Edit.” To delete a user , click the “Delete” button (in the same row as the user being delet…Manage DV Users · 2 min readWhat is the Interactions grid?The Interactions grid shows personal contact, notes, reports, and communications that you have recorded with your constituents. These interactions can include things like phone calls, meetings, direct emails, fundraising…CRM – Interactions · 1 min readCan I edit or delete a pledge payment?…he row for the payment you wish to delete. Once deleted, the pledge will be updated with the new Balance Due on the payment schedule. For ed…Entering & Managing Pledges · 1 min readCRM Module OverviewThe interactions grid provides a record of all interactions recorded for all constituents. Interactions can record any type of contact with a constituent including meetings, phone calls, reports. The types of interaction…Module Guides · 5 min readCan I edit or delete a choice in a dropdown box?Yes, you can edit the list or delete unused items from the list. From any constituent record, locate the dropdown lists (also known as a pic…Constituent Profiles · 2 min read