Curanotis administrators and clergy may find it useful to periodically review recent interactions that have been logged in Curanotis. the Recent Interactions report shows all interactions across the organization sorted in reverse date order.
To view this report, select the menu Reports, and then Recent Interactions.
Options
- To view more information about the client, click on the client's name. The contact view page for the client will be displayed.
- To update information about an interaction, click on the interaction type. The Interaction form will be displayed, and changes to the notes and status can be made.
- If you are an administrator or have Extended + View Private access rights, you can view private notes by clicking on SHOW PRIVATE.