Manage Interaction Types

Interaction Type

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:

  • Communication
  • Attendance
  • Giving
  • Volunteering

Within VolunteerMatters' setup you may define interaction types.  To create an interaction type, you may follow these steps:

  1. Log into VolunteerMatters, click on SetupInteraction Types
  2. Click the 'Edit' icon on Interaction type you wish to modify
  3. Enter a unique name for this giving interaction type in the "Add New Choice" field and click the "Add" button.
  4. Move the interaction in the list by highlighting it and clicking the Up or Down button.
  5. 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.


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