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Contact Report Form for Staff & Volunteers
Name of Person or Org
*
First Name
Last Name
Date of Contact
*
(mm/dd/yyyy)
Staff Member/Volunteer
*
select one
David Heppard
Joanie Fuller
KC Young
Kirsten Elfendahl
Rusty Thomas
Casey Drobnick
Jenny McIntosh
Contact Type
*
select one
Call
Email
Meeting
Proposal
Mailing
Other
Grants
Volunteer Pipeline
Contact Summary (Title)
*
Contact Details
*
Check here if follow up task required
Create a Follow Up Task
Follow Up Task (if needed)
Task Name
Task Description
Due Date
(mm/dd/yyyy)
Staff Member
select one
David Heppard
Joanie Fuller
KC Young
Kirsten Elfendahl
Rusty Thomas
Task Type
select one
Grants
PP Documentation
PP Management
Volunteer Pipeline
Event Management
Call
Email
Meeting
Proposal
Mailing
Other
Check here if this is a donor contact.
Provide more info on call
Include details here about the contact, relationship building, and any important notes about donor.
