What is the Interactions grid?
Updated Oct 13, 2026·1 min read
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 plans, research, application reviews, and other information you would like to document about the constituent. These interactions may have already occurred or they can be future dated or part of a follow up that is happening in the future. This grid is located in the CRM Module.
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