Interactions allow administrators and grants managers to log relationship touchpoints with applicants and organizations in Grant Lifecycle Manager (GLM) or Scholarship Lifecycle Manager (SLM). Interactions can capture in-person meetings, phone calls, virtual meetings, and other points of contact that happen outside of the formal grant or scholarship process. Each interaction includes a title, interaction type, date, staff members involved, and a details field for notes.
User Role: Administrator, Grants Manager
Use Interactions to:
- Track pre-grant relationship activity at the organization level before a form request exists.
- Review a full history of interactions across requests and organizations from a centralized location.
- Ensure relationship context is visible to all team members managing the same request or organization.
Interactions Page
The Interactions page houses all interactions logged within your site.
To navigate to the Interactions page, click Communications in the upper navigation bar, then click Key Interactions.
To filter the list to specific entries, click the funnel icon and select the checkboxes for the entries you want to display.
To search for a specific entry, click the search bar and begin typing. The search returns matching results across all columns.
Log an Interaction
To log an interaction in GLM or SLM:
- Navigate to the Interactions page on the Organization Summary page or User Summary page.
- Interactions logged on a request are also visible on the organization's Interactions page. Interactions logged directly on an organization are not tied to a specific request.
- Click Add Interaction.
- Add the applicable interaction information.
- Title — A short descriptive name for the interaction, such as "In-Person Meeting" or "Discovery Call."
- Type — The mode of interaction.
- Date — The date the interaction took place.
- User — The staff member(s) from your organization who was a part of the interaction.
- Details — Notes about what was discussed or any relevant context.
- Click Save.
Log an Interaction Video
This video shows how to log an interaction from the Organization Summary page and User Summary page.