Contact reports provide a great way to catalog important interactions with your constituents. They allow you to record the details of any phone call, meeting, or email (for example), and to set followup tasks for yourself in the process.

Adding contact reports

You can add a contact report by clicking on the Add contact rpt. button from the Related activity area on the constituent details, task details, or after marking a task for completion:

Then you can fill out the contact report form, setting the contact type, date of contact, team member who made contact, and the details of the report. If you do not want to include the report details in the notification email for some reason, you can deselect the Include content in notification email? checkbox.

You can also add related tasks if there are any followup tasks that came out of the meeting or contact. These tasks will be created when the contact report is saved. Note: You can add related tasks at any time if you update the contact report as well.

Then, as with tasks, you can upload files, share the contact report with multiple related constituents, and set the access permissions and notifications for this contact report. Access will be allowed only for users with the specified role, and email regarding the contact report will be sent to all selected team members.

Custom contact report types

Contact reports share types with Tasks, so you can customize these types by customizing the available task types within Settings > Menu Items