Contacts Table

The data displayed in the Contacts Table is provided from your institution in the nightly file that is received by Fundraiser Performance Management. On the top right of the Contacts Table, you will see icons that allow you to interact with the table. You can export the list by clicking on the Excel (Table Only) option in the gear icon at the top right of the page. In addition, you will see a Contact Search. This allows you to search for contacts within the selected fiscal year (and for a specified officer if you’ve limited the view) by Contact ID or Entity Name. This search will filter the results in the Contacts Table, but does not impact any of the Viewports. On the top of the Contacts Table, you will see navigation that allows you to click through the different pages of contacts.

You can sort and filter the content of the Contacts Table by the different available columns. Just click on the column header and select to sort or click on the Select Options menu to choose from the available values to filter by.

The columns of information in the Contacts Table include the following:

  • Activity ID - The Contact ID is the unique identifier on the contact record that is provided by your institution.

  • Title - The entered title for the contact report

  • Entity Name(s) - The Entity Name(s) are the full name of the constituent records that are associated with the contact record. Click on the Entity Name to view the Relationship Profile.

  • Officer(s) - These are the officers that are associated with the contact record.

  • Contact Type - This is the type of contact associated with the contact record and tracked by your institution.

  • Contact Date - This is the date of the contact.

  • Contact Purpose - The Contact Purpose is the category of the contact that provides the reason the contact was made.

  • Measured Indicator - The Measured Indicator indicates if the contact was substantive in moving the fundraising process forward. Your institution may consider all contacts substantive or may have its own definition for what should be included.

  • School/Unit: The school/unit associated with the activity, if applicable to your institution (i.e. School of Business, Library, Athletics, etc.).