Interaction History

Interaction History lists every interaction across all contacts — title, notes, type, contact, and date — sortable and filterable.

Where a contact profile shows one person’s history, this shows all of it.

What it’s for

Seeing what you actually did. Filter to a month and look. Most people are surprised — either by how much or how little, and both are useful.

Understanding your channel mix. Filter by type. If everything is Email and nothing is Meeting or Call, that’s a diagnosis.

Finding something you half-remember. “I know I talked to someone about that grant in the spring.” Sort by date and scan.

Reporting activity. If you report to a supervisor or sending organisation on activity as well as income, this is the source.

Read it alongside the money

Activity and income together tell a story neither tells alone. High activity and flat income means you’re contacting the wrong people, or making the wrong ask. Low activity and flat income is a simpler problem.

The Status Report puts both on one page.

It only shows what you logged

Interactions you never recorded aren’t here, and every report built on interactions — Out of Touch Donors, Unthanked Donors, What’s Next — has the same blind spot.

Two habits fix most of it:

1. Complete tasks rather than just doing them. Ticking a task logs the interaction for free.
2. Log every mailing in bulk. One bulk interaction per newsletter.

Related

• Tasks & interactions overview — how the records work
• The Grid — for slicing contacts rather than interactions