Overview: the Interactions screen

The Interactions screen (Relation files > Interactions) in AdminPulse gives you an overview of all contact moments between you and your colleagues with your relations. Unlike the interaction timeline accessible per relation file, this screen shows all interactions in one view — across all relations.

The purpose of this screen is to quickly give you insights into the nature, frequency, and responsible staff members for interactions. This allows you to see at a glance when and how communication occurred with relations, without needing to open each relation file individually.

💡 Regular interactions — such as a phone call, meeting, or short email update — can help build strong customer relationships.

Structure of the Interactions screen

This screen is divided into two parts:

• The top section contains filters that help you narrow down the list of interactions.
• The lower section displays the list of interactions that match the selected filters.

You can use this screen to get an overview of how many phone calls were made recently, to look up meeting reports for various relations, or to see which colleagues have added new interactions.

What filters are available in the Interactions screen?

At the top of the Interactions screen, you’ll find several filters to help you search quickly and precisely:

• Search: enter a keyword or phrase to search based on the title or description of the interaction.
• Search relation: choose a specific relation using the dropdown menu to only show interactions linked to that relation.
  You can also enable the option 'Show interactions of linked relations' to include interactions from linked companies or contacts.
• Type: filter by interaction type using the buttons: 'Note', 'Meeting report', 'Phone call', or 'E-mail'. You can combine multiple types.
• Period: choose a time range such as 'This month' or 'Last 6 months', or manually enter a start and end date. Select 'All' to search without a time filter.
• Created by: filter by the staff member who logged the interaction.
• Tags: select one or more tags assigned to the interaction to filter even further.
• Own companies: Limit the view to interactions associated with one or more of your own companies.

Click Reset filters to clear all current filters and start a new search.

💡 You can combine different filters for even more targeted results. For example: all emails from the past month, logged by a specific colleague, and tagged with a particular label.

What information is visible in the list on the Interactions screen?

The lower list displays key information for each interaction. By default, it is sorted by the Date column. An arrow icon indicates the sort direction. Click the column header to reverse the sort order, or click a different column header to sort by that value. Sorting by 'Created by' is not available.

The list includes the following columns:

• Type: the type of interaction (E-mail, Phone call, Note, or Meeting report), shown using icons.
• Date: the date and time when the interaction took place.
• Relation: the relation the interaction is linked to.
• Title: a short description. Click it to open the interaction on the relation’s interaction timeline. If no title is provided, a link icon is displayed.
• Created by: the staff member who entered the interaction.

Available actions in the Interactions overview

On the far right of each interaction entry, you’ll find a set of action buttons to quickly manage the interaction:

• Pencil: edit the interaction.
• Magnifying glass: view the email or interaction details.
• PDF icon: download a PDF version of the interaction.
• Email icon: send an email to the relation.
• Link icon: copy a link to the interaction.
• Share icon: share the interaction with colleagues inside AdminPulse.
• Bin icon: delete the interaction.

👉 Depending on the type of interaction, not all actions are available. For example, only emails allow you to view detailed content.

💡 Use the copy link action with the link icon to easily refer to a specific interaction in internal communication.

Exporting interactions from the Interactions screen

You can easily create an Excel export of your interactions. The Excel file includes, among other things: type, date, relation details, title, description, created by, created at and modified at.

Here’s how it works:

1. Go to Relation files > Interactions.
2. Filter the overview if needed.
3. Select specific interactions, or select nothing so that all interactions on the screen are exported.
4. Click ‘Export to Excel’.
5. You will receive a notification when the export has started, and a second notification once the document has been downloaded automatically.