---
title: "Interactions"
slug: "interactions"
updated: 2026-10-05T20:22:39Z
published: 2026-10-05T20:22:39Z
canonical: "knowledge.technolutions.net/interactions"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Interactions

**Interactions** is a view of the [Timeline](/v1/docs/timeline-overview) 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](/v1/docs/activities).

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Interactions.png?sv=2026-02-06&spr=https&st=2026-11-14T01%3A20%3A53Z&se=2026-11-14T02%3A20%3A53Z&sr=c&sp=r&sig=eirxJrQAfS1bmxThoLUtDrHz%2FCfIbpblzy7C9ej0mKA%3D)

## 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](/v1/docs/email), [SMS](/v1/docs/sms), [voice](/v1/docs/slate-voice-overview), or [print](/v1/docs/slate-print-overview).

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](/v1/docs/custom-interactions).
  - **Subcode:** Select an interaction subcode.
  - **Date:** Select a date and time at which the interaction occurred.
  - **Apply to:** If the record has [relationships](/v1/docs/relationships-1), 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.](/v1/docs/interactions#hiding-and-defaulting-suggested-linked-relations)
  - **Subject:** Enter a subject line to appear on the Timeline.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/New interaction(1).png?sv=2026-02-06&spr=https&st=2026-11-14T01%3A20%3A53Z&se=2026-11-14T02%3A20%3A53Z&sr=c&sp=r&sig=eirxJrQAfS1bmxThoLUtDrHz%2FCfIbpblzy7C9ej0mKA%3D)
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](/v1/docs/creating-custom-relationship-types#interactions-and-related-records).
6. Select **Save.**

> [!NOTE]
> 💡 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.

> [!NOTE]
> ➡️ [Activities](/v1/docs/activities)