Interactions

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: If the record has relationships, these related records appear in a list. Select the relations to which this interaction should also apply. You can configure which types of relationships appear here, and which are selected by default.

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

     

3. Select Save.

Configuring which relationship records appear in the Apply to list

By default, every relation to the record appears in the Apply to list, and, by default, none are selected. You can limit the types of relationships that appear in this list, and you can configure some types to be selected automatically; you might want to configure Spouse to be selected by default for all interactions, or to omit Scholarship Recipients from the list entirely.

1. Go to Database → Prompts.

2. Select relationship_type.

3. Select a relationship type.

4. Select XML Configuration.

5. Enter one of four XML snippets, depending on the context.

6. Select Save.

💡 Only linked relationship records can be suggested or defaulted.

Up next: Activities

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

➡️ Activities