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.

  • 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 is associated with. An empty dot appears for each month the constituent's RSVP status for events is Attending. A filled in dot appears when their status is Attended for at least one event during the month. To view a list of which events they attended (or responded to), select a dot.

    Note: When a person’s RSVP status is Invited, Not attending, or Interested, a dot doesn’t appear for the event on their timeline.

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 dot. You can also select Work with full timeline to open a larger version of the timeline.

Tip: To set which activities to include in the timeline, select Settings , choose the types of data to view and their order, and then select Save.