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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.

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.