Field	Required	Notes
Type	Yes	Configured per workspace — see Relationships settings
Direction	Yes	Inbound (they contacted you) or Outbound (you contacted them)
Date and time	Yes	When the interaction took place
Notes	No	Free-text summary
Fundraising activity	No	Link to a campaign, event, or appeal
Associated event	No	Link to an Events-module record when Events and your access permit; separate from the fundraising activity
Attachments	No	Files uploaded with the touchpoint; retry failed uploads without recreating the interaction