Helpful ‘Comments’ Tips for Contact Reports/Interactions

Helpful ‘Comments’ Tips for Contact Reports/Interactions

New prompts have recently been added into the Comments section of Contact Reports (and Interactions) when you choose a Contact Method of either “Initial Meeting” or “Return Meeting”. 

These prompts are there to serve as a guide and suggestions of information that Development Officers are asked to include in their meeting notes.  You can simply delete the items in the Comments box and key in your own text, if you prefer.