For speedier input of your Interactions and/or Contact Reports, a new shortcut has been established where you can click to add Interaction from the “Documentation and Interactions” Tile on any constituent record.  This will allow you 2 choices:  1) Plan Step w/ Interaction (use this to file a Contact Report for your Plan), or 2) Interaction (use this to enter a simple interaction that does not associate to a Plan).  You’ll also notice that the “Add Plan” page now defaults to today’s date for the “Start Date” of the Plan and for the “Primary Manager Start Date”.