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            Take Notes and Track Needs with Interaction Summaries and Interest Tags in Program Management

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            Take Notes and Track Needs with Interaction Summaries and Interest Tags in Program Management

            Use Interaction Summaries to take and store detailed notes of meetings and conversations with students, clients, caseworkers, advisors, partners, and others. Specify the confidentiality level of the notes, add action items or next steps, and quickly search for and filter summaries to find notes from past interactions. Link a person’s interests and needs to interaction notes with Interest Tags.

            Required Editions

            Available in: Education Cloud, Nonprofit Cloud, and Public Sector Solutions. View edition availability.

            To set up Interaction Summaries and Interest Tags, start with the instructions in Configure and Use Interaction Summaries. These instructions include steps for setting up and using the Enhanced Interaction Note Interface. This interface gives users a way to create meeting notes; add interaction details, attendees, and interest tags; and share the notes with other users.

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