Interactions

How we're interacting with stakeholders and service users

Logging an interaction

Instructions

1. Click on the 'New' button at the top right of the screen

2. Click on the 'Interaction' option

3. Fill in the form and click 'Create' (be sure to link the related Initiative where appropriate)

Browsing interactions

Instructions

1. Type a search query into the search box at the top of the page and hit 'Enter' on your keyboard

2. Click on the contact record you'd like to view

3. Click on the 'Interactions' tab