Adding a Note & Recording Interactions to a Contact

How to Add Notes and Interactions to a Contact in MyWaitlist

Adding notes about a family and recording key interactions are important in nurturing family relationships.

There are 5 types of interactions you can record. It is important you select the right interaction when creating a record for accurate reporting.

1. Note
2. Phone Conversation
3. Left Message (Voicemail)
4. In-Person Contact (Meetings and Impromptu Visits)
5. Email

Tip! – completed tours are automatically recorded. However, it is best practice to add notes after a tour which provides further detail about the family and their care preferences. This will help guide future conversations.

How to Add a Note/Interaction

1. Navigate to the waitlist application and click on the "New" button above the interactions grid
   
2. Select the interaction type and create a subject line:
   
3. Insert explanatory detail into the notes section. Click the ‘Create’ button when complete.
   
4. You will be returned to the waitlist application summary page where the new note is now visible in the Interactions history.