Engage Enterprise Documentation

Navigation

Section 1 - Introduction
Introduction
Section 2 - Accessing SMS
Login and project selection
SMS Roles
Section 3 - Interface
SMS interface
Section 4 - Stakeholder Management
Search and results
Stakeholders
- Adding a Stakeholder
- Editing a Stakeholder
- Delete a Stakeholder
Inquiries
- Add an Inquiry
- Edit an Inquiry
- Delete an Inquiry
- Inquiry Details
Contacts
- Add a Contact
- Edit a Contact
- Delete a Contact
- Contact Details
Followups
- Add a Followup
- Edit a Followup
- Delete a Followup
Meetings
- Adding a Meeting
- Edit a Meeting
- Delete a Meeting
- Meeting Details
Stakeholder Details
- Stakeholder Detail Page
- Stakeholder Record Tab
- Inquiries Tab
- Contacts Tab
- Meetings Tab
- Events Tab
- Emails Tab
- Notes Tab
- Properties Tab
- Maps Tab
- Mailings Tab
- Public Comments Tab
- Business Information Tab
- ROW Records Tab
Properties
- Add a Property
- Edit a Property
- Delete a Property
Business Information
- Add a Business
- Edit a Business
Section 5 - Reporting
Reporting Center
- Reporting Center
- General reports
- Inquiries/contacts reports
- Most inquiries report
- Monthly contact report
- Type of stakeholder report
Section 6 - Calendar
Events
- Adding an Event
- Editing an Event
- Adding Attendance
- Manage Calendar
Section 7 - FAQ
FAQ's
- Adding a FAQ
- Editing a FAQ
- Manage FAQ's
Section 8 - Activities
Activities
- Adding an Activity
- Edit an Activity
- Manage Activities
Section 9 - Misc. Tools
Map center
Hyperlinks
- Add Hyperlinks
- Edit Hyperlinks
- Delete Hyperlinks
News
- Add News
- Edit News
- Delete News
- News Library
Users
- Add Users
- Edit User
- Delete User
- Manage Users
- Project Users & Contacts
Mailings
- Mailings Homepage
- Add Mailings
- Edit Mailings
- Delete Mailings
- Manage Mailings
- Add Mailings Categories
Forms
- Add Type of Contacts
- Add Type of Stakeholders
- Add Type of Issues
- Add Stakeholder Tags
- Add Inquiry Category Types
- Add Calendar Categories
- Add FAQ Categories
My Open Contacts
My Open Inquiries
Stakeholders Assigned to Me
Section 10 - Engage Public
Engage Public
- Introduction
- Adding Polls
- Editing Polls
- Add Poll Answers
- Managing Polls
- Addling Ideas
- Managing Ideas
- Registering
- Manage Comments
- Analyzing Comments(Overview)
- Adding Documents
- Manage Documents
- Adding Events
- Manage Events
- Adding News
- Managing News
- Adding a Timeline
- Registering
- Admin Dashboard
- Add FAQ
- Manage FAQ's
- Add FAQ Categories
- Add a User
- Manage Users
- Manage Site
Section 10 - SMS Glossary
SMS Glossary

Section 5 - Monthly Conatct Report

1. Click on the tools dropdown on the navbar
2. Click on reporting center
3. Click on your option under the inquiries/contact report section

Monthly Conatct Report Editor Manager Administrator

This report will show you contacts you have made from the date selection that you input. You can click the excel or pdf button to get the report in your chosen format.