Timeline

Under Timeline on a constituent's record, you can quickly view and scroll through a history of their activity with your organization. To scroll through the timeline, select the arrows or move the months.

  • Giving — All gifts received from the constituent, including pledges and planned gifts, but not soft credits.

  • Appeals — All appeals sent to the constituent.

  • Actions — All tasks and interactions planned for the constituent, based on their scheduled date or when they're marked as Completed.

  • Events — All events the constituent attended — or registered to attend — as a participant or guest, or sponsored.

To view details about timeline activity, such as the type and date of an interaction or the amount, type, and date of a gift, select the item. With this information, you can gauge how often your organization interacts with the constituent and the impact those interactions have on their giving.