One of the most powerful features of MissionAssist is its ability to automatically record the numerous interactions that your organization has with each individual or organization. This information is used in a variety of ways and can be printed in several types of reports. The Contact History form pictured below is a quick view of someone or some organization's contact history, demographic information, and giving history.

The demographic information and giving history is view only. However, you may add a new entry, change a current entry, or delete an entire line by selecting it in the gray vertical bar on the left side and pressing the Delete key. In addition, you can use the Contact History Report (available from the menubar or the Report Manager form) to print a report that can select contact data based on individual name, Donor/Member Classification, and keyword MissionAssist or phrases contained in the contact data description field.

Another common use for the Contact History is to note when follow-up activities are required. Many of these follow-up items are found on the Tickler Report that MissionAssist generates. Merely click on the appropriate Follow-up Reqd. field on the right side, choose 'Yes" from the pulldown, and that record will be marked as requiring some type of further action. You can check any required follow-up activities for this person or organization by clicking the Follow-up Items button at the top of the form and a personal tickler report will be generated.

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