Interaction Form
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Interaction Form
The Interactions Form is used for all stakeholder management. VT staff will log our interactions with Contacts and Accounts (organisations) (phone, email, or meetings). If the contact or organisation is not listed in our CRM you will be able to add them to our database within this form. If you are logging your attendance at an event or forum then please use the activity form instead (link it). Links to other forms.
Rules
The most important things to remember whenever inputting data into the CRM is always consider its purpose, and always follow the naming conventions.
| Critically, each interaction or activity is required to be linked to one or more funding instruments. If this is not accurate the VT reporting to funding bodies and stakeholders will be incomplete and/or incorrect. |
Scenario |
 |
 |
|---|---|---|
| Use Title Case Capitalisation for names. | Migrant resource centre | Migrant Resource Centre |
| Do not use the ampersand symbol. Type the word “and” instead. | Smith, Jones & Cork | Smith, Jones and Cork |
| Only use acronyms if they are commonly used in public by the organisation and only use them in brackets beside the full organisational name. | COTA | Council on the Aging (COTA) |
| Do not use full stops between initials. | D.H.H.S. | DHHS |
| Use the abbreviation for Incorporated organisations with a full stop | Incorporated / Inc / Incorp. | Inc. |
| There should never be multiple records or ‘duplication’ for accounts or contacts. | John Doe
Johnny Doe |
ALWAYS search for existing records prior to making a new entry
and take note of any potential duplicate warnings |
| Phone Number Format
+ Country Code | Area Code | Main Number |
6251 5100
0400 123 456 |
+61 3 6251 5100
+61 400 123 456 |