Interactions Tab - Members
Previously called PRM (Parishioner Relationship Management) notes, this has been renamed the Interactions summary. This tab includes highlights of all the notes related to this specific member.
Interactions that are assigned to a specific member will appear in both the Family and Member Interactions tabs.
Interactions can be categorized (using the drop-down), marked as Private, and/or have a Follow-Up Date.
How to Add a New Interaction
Use the +New Interaction button to create a new note.
Interaction Choices
You can choose to categorize the interaction by the following options:
- Letter
- Meeting
- Phone Call
- Service to Parish
- Text Message
- Other
Interactions Reporting
The 3 reports mentioned below are helpful in displaying Interactions so that they're easy to read. You can locate all of these reports by going to Reports > Report Library then scrolling down to the PRM Notes section. You can download these reports as a PDF, Microsoft Excel file, or Microsoft Word doc.
Interactions for Family Report
This report displays Family and Member Interactions for selected families and selected note categories.
Interactions Report
This report displays Family and Member Interactions for a note date range, entry date range, and selected note type(s). It is sorted in Descending order based on modified date (most recent on top).
Interactions with Follow Ups
This report displays Family and Member Interactions for a note date range, entry date range, follow up date range, and selected note type(s). It is sorted in Descending order based on modified date (most recent on top).