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</div> <div class="mkb-breadcrumbs"> <div class="mkb-breadcrumbs__gradient"></div> <div class="mkb-breadcrumbs__pattern"></div> <span class="mkb-breadcrumbs__label"> You are here: </span> <ul class="mkb-breadcrumbs__list"> <li> <a href="https://kb.ieee.org/vtools/blog/kb/logging-an-interaction-for-a-member/"> KB Home </a> <i class="mkb-breadcrumbs-icon fa fa-caret-right"></i> </li> <li> <a href="https://kb.ieee.org/vtools/blog/kbtopic/vtools/"> vTools </a> <i class="mkb-breadcrumbs-icon fa fa-caret-right"></i> </li> <li> <a href="https://kb.ieee.org/vtools/blog/kbtopic/engage/"> Engage </a> <i class="mkb-breadcrumbs-icon fa fa-caret-right"></i> </li> <li> Logging an Interaction for a Member </li> </ul> </div> <div class="mkb-single-content"><div class="mkb-single-content__featured"></div><div class="mkb-single-content__text"> <div class="mkb-article-header"> <div class="mkb-article-header__estimate"> <i class="mkb-estimated-icon fa fa-clock-o"></i> <span>Estimated reading time:</span> <span>1 min</span> </div> <div class="mkb-article-header__print"> <a href="https://kb.ieee.org/vtools/blog/kb/logging-an-interaction-for-a-member/?target=print" onclick="window.open('https://kb.ieee.org/vtools/blog/kb/logging-an-interaction-for-a-member/?target=print','newwindow','width=1000,height=800');return false;" target="_blank"> <i class="mkb-article-print-icon fa fa-print"></i> </a> </div> <div class="mkb-clearfix"></div><script>jQuery && jQuery('body').addClass('mkb-toc-active')</script> <div class="mkb-anchors-list mkb-anchors-list--dynamic mkb-anchors-list--hierarchical"> <div class="mkb-anchors-list__title"> In this article </div> <ul class="mkb-anchors-list__container"> <li class="mkb-anchors-list__item"> <a href="#" class="mkb-anchors-list__item-link" data-index="0"> <span class="mkb-anchors-list__item-link-label"> 1. Sign in with your IEEE Account </span> </a> </li> <li class="mkb-anchors-list__item"> <a href="#" class="mkb-anchors-list__item-link" data-index="1"> <span class="mkb-anchors-list__item-link-label"> 2. Select a Tab </span> </a> </li> <li class="mkb-anchors-list__item"> <a href="#" class="mkb-anchors-list__item-link" data-index="2"> <span class="mkb-anchors-list__item-link-label"> 3. Select a Category to View </span> </a> </li> <li class="mkb-anchors-list__item"> <a href="#" class="mkb-anchors-list__item-link" data-index="3"> <span class="mkb-anchors-list__item-link-label"> 4. Log an Interaction </span> </a> </li> </ul> </div> </div> <div class="mkb-article-text mkb-clearfix"><h3>Sign in with your IEEE Account</h3> <figure id="attachment_1694" aria-describedby="caption-attachment-1694" style="width: 370px" class="wp-caption aligncenter"><a href="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/Engage1.gif"><img fetchpriority="high" decoding="async" class="size-medium wp-image-1694" src="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/Engage1-370x186.gif" alt="" width="370" height="186" srcset="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/Engage1-370x186.gif 370w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/Engage1-1024x515.gif 1024w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/Engage1-768x386.gif 768w" sizes="(max-width: 370px) 100vw, 370px" /></a><figcaption id="caption-attachment-1694" class="wp-caption-text">Click to enlarge</figcaption></figure> <p><strong style="box-sizing: border-box; font-weight: 600;">Region Directors:</strong> Click the Region or Section to begin interacting with that Organizational Unit (OU). <strong style="box-sizing: border-box; font-weight: 600;">Note:</strong> once the OU is selected, you will interact with that OU for the entirety of your session in Engage.</p> <p><strong style="box-sizing: border-box; font-weight: 600;">Section Leaders:</strong> You will be brought directly to the home page of your respective Section.</p> <figure id="attachment_2007" aria-describedby="caption-attachment-2007" style="width: 370px" class="wp-caption aligncenter"><a href="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_homepage1.jpg"><img decoding="async" class="wp-image-2007 size-medium" src="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_homepage1-370x180.jpg" alt="" width="370" height="180" srcset="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_homepage1-370x180.jpg 370w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_homepage1-1024x497.jpg 1024w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_homepage1-768x373.jpg 768w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_homepage1.jpg 1197w" sizes="(max-width: 370px) 100vw, 370px" /></a><figcaption id="caption-attachment-2007" class="wp-caption-text">Click to Enlarge</figcaption></figure> <figure id="attachment_2008" aria-describedby="caption-attachment-2008" style="width: 370px" class="wp-caption aligncenter"><a href="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_homepage2.jpg"><img decoding="async" class="wp-image-2008 size-medium" src="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_homepage2-370x235.jpg" alt="" width="370" height="235" srcset="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_homepage2-370x235.jpg 370w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_homepage2-1024x651.jpg 1024w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_homepage2-768x488.jpg 768w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_homepage2.jpg 1200w" sizes="(max-width: 370px) 100vw, 370px" /></a><figcaption id="caption-attachment-2008" class="wp-caption-text">Click to Enlarge</figcaption></figure> <h3>Select a Tab</h3> <p>Click on any one of the tabs across the top of the screen, e.g. RETAIN.</p> <figure id="attachment_2009" aria-describedby="caption-attachment-2009" style="width: 370px" class="wp-caption aligncenter"><a href="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_retain.jpg"><img loading="lazy" decoding="async" class="wp-image-2009 size-medium" src="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_retain-370x171.jpg" alt="" width="370" height="171" srcset="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_retain-370x171.jpg 370w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_retain-1024x473.jpg 1024w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_retain-768x355.jpg 768w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_retain.jpg 1204w" sizes="auto, (max-width: 370px) 100vw, 370px" /></a><figcaption id="caption-attachment-2009" class="wp-caption-text">Click to Enlarge</figcaption></figure> <h3>Select a Category to View</h3> <p>Click on the eye icon next to any one of the categories to view the list of members, e.g. Arrears.</p> <p>This will bring up the list of members in that category.</p> <figure id="attachment_2010" aria-describedby="caption-attachment-2010" style="width: 370px" class="wp-caption aligncenter"><a href="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_viewlist.jpg"><img loading="lazy" decoding="async" class="wp-image-2010 size-medium" src="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_viewlist-370x226.jpg" alt="" width="370" height="226" srcset="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_viewlist-370x226.jpg 370w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_viewlist-1024x625.jpg 1024w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_viewlist-768x468.jpg 768w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_viewlist.jpg 1215w" sizes="auto, (max-width: 370px) 100vw, 370px" /></a><figcaption id="caption-attachment-2010" class="wp-caption-text">Click to Enlarge</figcaption></figure> <p>Click the eye icon next to one of the individual members to view more details about that member.</p> <figure id="attachment_2017" aria-describedby="caption-attachment-2017" style="width: 370px" class="wp-caption aligncenter"><a href="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_memberview.jpg"><img loading="lazy" decoding="async" class="wp-image-2017 size-medium" src="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_memberview-370x247.jpg" alt="" width="370" height="247" srcset="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_memberview-370x247.jpg 370w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_memberview-1024x683.jpg 1024w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_memberview-768x512.jpg 768w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_memberview.jpg 1088w" sizes="auto, (max-width: 370px) 100vw, 370px" /></a><figcaption id="caption-attachment-2017" class="wp-caption-text">Click to Enlarge</figcaption></figure> <h3>Log an Interaction</h3> <p>At the bottom of the screen, click the ‘+’ icon next to “Interactions & Notes.” This will bring up a pop-up box where you can enter the details of your interaction, e.g., chat, phone call, email, postal mail, etc. In this box, you can also see if there have been any other interactions with this person, such as an email sent.</p> <figure id="attachment_2018" aria-describedby="caption-attachment-2018" style="width: 370px" class="wp-caption aligncenter"><a href="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_interaction.jpg"><img loading="lazy" decoding="async" class="wp-image-2018 size-medium" src="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_interaction-370x225.jpg" alt="" width="370" height="225" srcset="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_interaction-370x225.jpg 370w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_interaction-768x466.jpg 768w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_interaction.jpg 901w" sizes="auto, (max-width: 370px) 100vw, 370px" /></a><figcaption id="caption-attachment-2018" class="wp-caption-text">Click to Enlarge</figcaption></figure> <p>The log of interactions will then be saved on the person’s detail page.</p> </div> <div class="mkb-article-extra"> <div class="mkb-article-extra__hidden"> <span class="mkb-article-extra__tracking-data" data-article-id="1731" data-article-title="Logging an 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