Cross-contact interactions

Pour :Administrateur

View of the 'cross contact interactions' page

The Cross-contact interactions page brings together in a single timeline all interactions recorded on your entire contact base. It's the ideal place to track your team's activity (who visited whom, when, with what actions) or to prepare a weekly report.

Access it from the Contacts menu → Interactions, or via the URL /app/contact/interactions.

What is an "interaction"?

An interaction (sometimes called comment or activity in the interface) is a timestamped trace added to a contact to document an exchange or action. Each interaction carries:

• An automatic date / time.
• An associated contact (mandatory — except in multi-contact case).
• A type (e.g.: Visit, Call, Appointment, Email…).
• One or more actions performed (e.g.: "agreed to donate", "refused", "to call back").
• A free description (text).
• The author (team member who entered it).

The available types and actions are configurable by your organization. They appear in the filters to precisely target what you are looking for.

The screen at a glance

The interface consists of:

• Top banner: contact search (left) and advanced filters (right).
• Table: list of paginated interactions, sortable by date or by type.
• Table actions: Export (CSV) and Add an interaction (multi-contacts).

Each row of the table shows:

Column	Content
Creation date	Format DD/MM/YYYY at HH:MM
Contact	Last name + first name, clickable to open the profile
Type	Magenta badge (e.g.: "Visit", "Call")
Actions performed	Green badges (e.g.: "Donated", "To call back")
Description	Free text entered by the author
Actions	Edit + delete

Filter the interactions

Three main filters are available via the Advanced filters panel at the top right:

Filter by date

Select a date range (start date + end date). All interactions timestamped in this range will be displayed.

Filter by type

Choose one or more interaction types (Visit, Call, Email, Appointment, Note…). The list corresponds to the types configured in your organization. Displayed as magenta badge in the table.

Filter by action performed

Choose one or more actions performed ("Donated", "To call back", "Declined"…). The list corresponds to the actions configured in your organization. Displayed as green badge in the table.

Filter by specific contact

The Search a contact field at the top left lets you limit the timeline to a single contact. Type a few characters, select the contact, and the list reduces to their interactions only.

This same functionality is used from the contact profile: clicking on the "See all interactions" button switches to this page with the contact pre-selected via the URL (searchId parameter).

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Combine the filters

The filters add up. Example: type = Visit, action = Donated, range = this month → all visits of the month that resulted in a donation.

Add an interaction

The Add an interaction button (at the top right of the table) opens a modal that lets you create an interaction for one or more contacts simultaneously. Handy to document a collective event (evening, distribution, workshop) where you want to add the same trace on all participants.

1. 1

   Click on Add an interaction

   Multi-contact modal.

2. 2

   Select the contacts

   Search and multiple add.

3. 3

   Choose the type and actions

   Dropdown lists fed by your organization's configuration.

4. 4

   Enter the description (optional)

   Free text — useful for context ("GA meeting on 01/14", "volunteer reminder Passover holiday").

5. 5

   Validate

   An interaction is created for each selected contact. The table refreshes automatically.

Edit or delete an interaction

On each row of the table, two icons:

• Pencil (blue) — opens the edit modal (type, actions, description).
• Trash (red) — deletes after confirmation. Deletion is immediate and irreversible.

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Irreversible deletion

No trash for deleted interactions. Think about editing to correct an error rather than deleting and recreating.

Export to CSV

The Export button generates a CSV file with all interactions matching the active filters (not just the current page). The columns:

• Creation date
• Contact name
• Contact email
• Contact phone
• Type
• Actions performed
• Description

Useful for a monthly report or to analyze a team's activity in Excel.

Going further

The types and actions available in the filters are configured via your organization's administration. To customize this list, contact your administrator.

To track interactions on a single contact, open their profile: an Interactions tab presents the same information, restricted to this contact.