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Contact/Visitation Log

There is no need for a separate contact manager. You can track any contact, any phone call, or anything else you wish to define.

  • This feature tracks all types of contacts or visitations that you enter for a donor and keeps a history.
  • Do you make personal visits to major donors or prospects? Keep track of the outcome of those visits and what the next step should be.
  • Any EMails or letters sent from within the program will also create a contact log entry, as will any completed task.
  • You can define up to 12 of your own contact types.

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This page was last updated: Friday, January 5, 2007