Contact Reports document an individual interaction with a donor or potential donor. They are stored in Advance and filed using the contact report entry web form on Reportal, or directly from a donor's record within Advance.
All UW employees, volunteers, and others working on behalf of Advancement are expected to follow the Contact Report Guidelines for documenting contact with donors and prospective donors. Prospect Development's website on the University Advancement Intranet includes instructions, tips and tricks, best practices, and guidelines for determining what qualifies as a substantive vs. non-substantive contact report.
If you need access to view and enter contact reports, please contact the Prospect Development team at firstname.lastname@example.org.
This page was last updated 10/23/2020.