Create and update contact reports with AI assistance

For GiveCampus Gift Officer users. Your role and school configuration determine the available portfolio, school-wide and administrative controls.

How to use

Open Contact Reports in the relevant portfolio or the new-report action. Enter the interaction details and notes, associate the intended constituent/context, and save. Use the available AI content/action-item generation if appropriate, then review and correct generated text before relying on it.

Existing reports have view, edit, and authorized delete actions. Contact Report Templates and school contact-report settings provide reusable structure separately from the report itself.

Troubleshooting

A generated summary, proposed action items, and a saved contact report are separate results. Check generation and save outcomes. Do not assume generating an action item automatically completes or assigns every follow-up task.

When reporting an error, include the report ID, interaction date, step that failed, and whether the issue is saving or generation. Keep constituent-sensitive content within approved support channels.