Table Of Contents:
 | About Versions
This page contains content for version 1.3 and version 1.4 and later. |
Adding Interactions
See also:
You can track almost any type of activity or categorization of your contacts using Interactions. Events, donations, meetings, roles are recorded as Interactions and can then be used as the basis for queries, filters, and grouping.
Note: The Metrix Administrator is responsible for setting up and maintaining the Interactions for an organization. The Metrix Administrator is the only user with the rights to set up Interactions. Please contact your Metrix Administrator if you do not see an Interaction that you need. For more information, please see Setting up Interactions.
You can add Interactions to:
- Individual contacts
- Filtered groups of contacts
Adding an Interaction to an Single Contact
- There are two ways to add an Interaction:
- Highlight the Interaction you wish to use and then press Add Interaction.
Figure: Selecting and Adding and Interaction for a Single Contact
Next, the Work with Interactions form will be displayed. This is used to enter detail data about the Interaction.
Figure: Entering Data for an Interaction
Note: The fields displayed on the Work with Interactions form vary depending upon the Interaction that was selected and how Interactions have been setup for your organization. Some Interactions will display a data-sheet grid for entering data, others will have formatted data entry forms. If you have questions about how your Interactions are setup, or if you need to enter additional data, please speak with the Metrix Administrator at your organization.
- Press OK to add the Interaction to the contact.
The Interaction that was just added will appear at the top of the listing of Interactions in the Interactions Portal on the Contact Overview form.
Figure: Viewing the Interactions in the Interactions Portal
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Adding an Interaction to a Filtered Group
You can also add Interactions to filtered groups of contacts. You can use Filter by Name to do simple filters or the Advanced Filter to generate filters based on a variety of different criteria (e.g. address information, payments, Interaction data).
- The first step in adding an Interaction to a filtered group is to create the filter. You may also use a saved filter. See Filtering by Name and Working with Advanced Filters for more information about working with filters.
- Once you have the filtered group, click the Add new link near the Interactions Portal or press Interactions on the Contact Toolbar and select Add New.
Figure: Adding an Interaction to a Filtered Group
The Select Interaction form will be displayed. Interactions are grouped by category.
- Highlight the Interaction you wish to use, select Filtered Group in the Add Interaction to area and then press Add Interaction.
Figure: Selecting an Interaction and Adding to a Group
- Enter data in the Work with Interactions form and then press Add to Group.
Note: The fields displayed on the Work with Interactions form vary depending upon the Interaction that was selected and how Interactions have been setup for your organization. Some Interactions will display a data-sheet grid for entering data, others will have formatted data entry forms. If you have questions about how your Interactions are setup, or if you need to enter additional data, please speak with the Metrix Administrator at your organization.
Figure: Entering Interaction Data and then Adding to Group
You will return to the Contact Overview form, where you can see that the Interaction has been added to the filtered group of records. The newly added Interaction will appear in the Interactions Portal on the Contact Overview form for each contact in the filtered list.
Figure: Viewing Interaction
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Adding Interactions in Metrix version 1.4 and later
All of the functionality on the Setup Interactions form has remained the same as in version 1.3, although some new features have been added:
- Module - Displays the module to which the interaction definition belongs
- Sorting - You can now sort the columns on the form
The steps for adding, copying, deleting, and marking an interaction definition inactive are the same in version 1.4 as they are inversion 1.3, with the exception of specifying a module (see Adding and Editing Interaction Definitions below). To perform these tasks in version 1.4 and later, see the material under the appropriate headers.
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The Setup Interactions form in version 1.4 and later
The Setup Interactions form in version 1.4 includes an important new column: Module.
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Module Name
The Module column displays the name of the module, a unique identifying title that distinguishes the filters and interaction definitions that are user-created, i.e., don't ship with Metrix when you first install it. See "Module Strategy" in Metrix Version 1.4 Key Enhancements and Features for more information about modules.
Figure: Viewing the Module column
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Adding and Editing Interaction Definitions
When adding, editing, and copying interaction definitions, you can specify the module to which it belongs by typing a name in the Module field (see image below).
Figure: The Module field for an interaction definition
The default module name for new interaction definitions is "CUSTOM" but that can be changed by typing a new name into the Module field. The default module name for interacion definitions that ship with Metrix is "MTX."
 | Be consistent with the module name you choose. |
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Sorting the Columns
- Click the -All - Sub-Categories, Interaction Title, and Module column headers to sort each column.
