Edit Contact Reports

From the contact report, select Edit contact report under Tasks. The Edit a contact report screen appears.

In the Objective field, enter the purpose of the interaction.

In the Owner field, select the fundraiser who completed the step.

In the Actual date field, enter the date the interaction between the fundraiser and the prospect occurred.

In the Stage field, select at which stage in the plan process the interaction occurred.

In the Contact Method field, select the type of interaction that occurred with the prospect.

In the Category and Subcategory fields, you can further define the type of contact method used.

In the Additional solicitors grid, enter each fundraiser who participated in the interaction.

In the Participants grid, enter each participant involved in the interaction.

In the Comment field, enter details about the interaction.

In the Next step fields, you can update the information for the next scheduled step in the major giving plan based on the information you gathered from this interaction.

Select Save. You return to the Contact Report page.