Contacts

Contacts provide a way to capture interactions with your constituents and provide a history of your organization's relationship with a constituent. Common contacts with constituents include phone calls, emails, letters, event attendance, and volunteer participation.

  1. From a constituent record, click Journal.

  2. Click Add. The Add Journal Entry screen appears.

  3. Select Contact. The New Contact screen appears.

    Tip: You can also access this screen from the quick add menu on the search results screen.

  4. Select Final if you only want your database administrator to have access to edit or delete the contact.

  5. In the Date field, enter the date the contact took place.

  6. In the Subject field, enter the subject of the contact. If the contact is an email or letter, you may want to enter the subject of the communication or a summary of the reason for the contact.

  7. In the Method field, enter the communication method you used to contact the constituent. Your administrator can configure contact methods available on this form.

  8. In the Note field you can enter any additional information about the contact. If the contact is a letter or email, you may want to include the entire text here.

  9. If your database has any contact user-defined fields, they appear below the Note field. Complete any relevant information. For information about user-defined fields, see User-Defined Fields.

  10. Click Save And to save the note to the constituent's account.

After you add a contact, you can edit it anytime. If you use the attachments module, you can also add an attachment to a contact after you create it. To edit a contact, from the Journal screen on a constituent record, click the contact you want to edit.

To speed up data entry when entering a group of similar contacts, you can set contact defaults. After you complete the fields that the contacts have in common, click Set as Contact Default in the Tasks menu. The contact defaults persist for the duration of your eTapestry session. When you log out, contact defaults are reset.

Under Tasks, select Move to Another Account. Search for and select an account to move the contact information.