From the Documentation and Interactions tab, you can use secondary tabs to manage helpful and interesting information about your constituent records.
From the Constituent Documentation tab, you can add notes to track helpful or interesting information about your records. You can save links to websites or related materials stored outside of the program. You can also attach items directly to records. When you attach a file, the program stores a copy in the database.
From the Documentation Summary tab, you can view and edit all note information in the database related to this constituent. When you edit existing note information from this location, the related functional area is also updated.
From the Surveys tab, you can manage surveys and responses for the constituent. You can use this information to track the constituent's interests and satisfaction.
From the Interactions tab, you can manage interactions and responses for the constituent. For example, you can add and edit information about meetings, telephone calls, email messages, and mailings.