Create an Interaction

Learn how to log an interaction with one or more contacts in PEARS.

An interaction records a communication event with one or more contacts in the Community Relationships module. Use interactions to track meetings, phone calls, emails, and other engagements with the people in your contact database.

TIP: The red asterisk * next to the heading of a field indicates that the field is required.

1

Navigate to CRM

From the PEARS homepage, hover over the Engage menu and click Community Relationships (CRM).

2

Select a contact

Click the contact you want to add an interaction for.

3

Select an Interaction Type

In the Notes section of the contact record, select the Interaction Type from the dropdown. Standard interaction types are available, plus:

• Other, please specify — Reveals an additional field for entering a custom communication method description.

• Roster Attendance — Displays an extra field for uploading attendance files.

• Internal use only — Documents notes without counting them as interactions. Internal notes are not included in Direct Contact demographics when using the auto-calculate feature.

4

Enter Notes

Enter the interaction notes in the text field. This field is required.

5

Select Program Areas (optional)

Select one or more Program Areas associated with this interaction.

6

Enter Time (optional)

Enter the duration of the interaction.

7

Set the Date and Time

Select the date and time when the interaction took place using the calendar popup.

8

Set Privacy (optional)

Click the Shared with my org toggle to make the interaction private.

When an interaction is made private:

• Only the creator can view the interaction details in both CRM and CRM exports.

• Other users see: "You do not have permission to view this private note."

TIP: The toggle icon changes color when privacy is activated.

9

Add Uploads (optional)

Attach any relevant documents or files related to this interaction.

10

Save the Interaction

Click Add Note to save the interaction. The interaction will appear on the contact record.

TIP: CRM interactions can be used for auto-calculating data in the Direct Contacts module. See Auto Calculate Direct Contact Demographics for details.