Request for Global Adds

Advancement Services is happy to globally add interactions or contact reports for groups of 10 or more constituents. Please fill out the appropriate form below to assist us in the process. Thanks!

Who should receive the interaction or contact report? Please let us know by creating a query of the persons to receive this interaction or by sending an email to with an attached spreadsheet listing the IDs of the records to attach the interaction or contact report to. If the list is substantially large, please consult with our Director of Advancement Services (Lauren Lottman, for other ways of creating this query.

Interaction Form

Contact Report Form