Create contact reports, templates, follow-up tasks, and notifications

Tags: product:gift-officer intent:contact-report intent:interaction intent:template intent:follow-up

Create a contact report from a constituent action, completed task, email workflow, or Gift Officer > Contact Reports. Choose a Contact Report Template when appropriate, then enter title, contact method, interaction date, significant-interaction flag, primary and secondary staff, participants, notification recipients, report content, and any configured custom fields.

Link the report to its source task where offered and add follow-up tasks for the responsible staff. If AI-assisted contact reporting is enabled, review the suggested report against the original content before saving; the suggestion is not an authoritative transcript.

Authorized administrators use Gift Officer > Communications > Contact Report Templates, School Settings > Contact Methods, and School Settings > Contact Reports to control reusable structure and school-wide interaction behavior. Deleting a report can warn administrators to verify that the corresponding CRM record has also been removed.