Full course description
Contact Reports Training provides focused instruction on using contact reports within ACE to document interactions, maintain engagement records, and support fundraising and relationship management activities. Whether recording donor visits, phone calls, meetings, or other constituent touchpoints, learners will gain the skills needed to create accurate and useful contact report records.
Topics include:
- Viewing existing contact reports
- Creating new contact reports
- Updating and managing contact reports
- Understanding contact report workflows and best practices
- Maintaining accurate constituent interaction records
By the end of this course, learners will be able to locate existing contact reports, create new reports that accurately document constituent interactions, and manage contact report records to support fundraising, stewardship, and engagement efforts across the organization.
Estimated Time: 1 hour 5 minutes
Course Structure: 1 module, 3 topics
Audience: Development officers, advancement professionals, constituent engagement staff, and ACE users responsible for documenting and managing constituent interactions.