🏔️ Summit 2025 Feature

Interactions is a view of the Timeline that returns one row per interaction.

An interaction is defined as a non-system outreach event; that is, an interaction made directly by a Slate user, as opposed to an automated communication, which would be collected in Activities.

Adding a new interaction

Interactions appear automatically when you reach out to a constituent using one of the built-in Slate communication methods, like email, SMS, voice, or print.

If you want to add an interaction manually:

1. Select New Interaction.

2. Configure the following settings:

   • User: Defaults to the current user, but can be changed.

   • Code: Select an interaction code. You can create custom interaction codes.

   • Subcode: Select an interaction subcode.

   • Date: Select a date and time at which the interaction occurred.

   • Apply to: Select relations of the record to which this interaction should also apply.

   • Attach: Attach any relevant files to the interaction.

     • 🏗️ This feature is not currently accessible. Keep up with the latest Summit feature releases in What’s New.

   • Subject: Enter a subject line to appear on the Timeline.

     

3. Select Save.

Up next: Activities

Activities include the full range of events that can occur with respect to a record, including automated events.

➡️ Activities