A type is a sub-distinction for a different type of each available interaction.
Depending on your subscription level, you will have up to four types of interactions available for you to manage for your contacts:
Within VolunteerMatters' setup you may define interaction types. To create an interaction type, you may follow these steps:
- Log into VolunteerMatters, click on Setup > Interaction Types
- Click the 'Edit' icon on Interaction type you wish to modify
- Enter a unique name for this giving interaction type in the "Add New Choice" field and click the "Add" button.
- Move the interaction in the list by highlighting it and clicking the Up or Down button.
- Click "Save"
You can remove an interaction type by highlighting it and clicking the 'Remove" button and then "Save".
If any interaction is currently using that sub-type, the value will not be blank for the interaction type.