Contacts

The Contacts viewport displays a table with all of the contact reports that the selected officer(s) is associated with in the selected year. By clicking on the Subject in the table you can view the full contact report detail. You can view the constituent's Relationship Profile by clicking on the Entity Name.

Use the arrows at the top to page through the contact reports. The Search bar will allow you to find a report by searching on the subject, entity name, or associated gift officer. Use the Gear or 'options' icon to export, resize, or view iHelp for the viewport. The Grabber Icon allows you drag and drop the viewport to another area on the page.

If your institution is subscribed to Activity Center, you can use the Add Contact button to create a new contact report in Fundraiser Performance Management.

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

• Subject - The subject line of the contact report. This is typically a brief description of the interaction with the prospect.

• Entity Name(s) - The Entity Name(s) is the full name of the constituent records 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.

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

• Date - This is the date of the contact.

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

• Measured - The Measured indicator specifies 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.