Interactions Overview

An interaction is the record of a time you engaged with a client — it answers why you met, when, where, and in what context. It’s a container that holds the programs involved, notes, location/work mode/channel, timing, an optional visit reason carried over from check-in, external resources discussed, and the actions taken. For how interactions fit into the bigger picture, see Key Concepts.

Two ways to start an interaction

1. From the left side menu — the Interactions area.
2. From the client’s profile — the Start New Interaction / New Interaction button.

Either way, the new interaction is tied to your currently selected client.

The interaction form

Field	What it’s for
Programs	The programs this interaction relates to. These auto-populate from the actions you add, so you usually don’t set them by hand.
Note Type	The kind of note you’re writing. The available types are configured for your organization.
Interaction Notes	Free-text notes about the interaction.
Location	Where the interaction happened.
Work Mode	In person, remote, and so on.
Channel	The method of communication (in person, phone, email, and others).
Date	When the interaction happened.
Duration	How long it took. Quick duration buttons (5m, 10m, 15m, and so on, plus Now) fill this in and set the times automatically.
Start Time / End Time	Set automatically by the quick duration buttons, or enter them directly.
Visit Reason & Notes	Carried over from the check-in queue when the client was checked in; edit if needed.
External Resources Discussed	Resources you mentioned but took no action on — search and select all that apply.

Saving

Use Save (or Save and Close) when you’re done. Interactions you leave unfinished are kept as drafts — see The Interaction Timeline.