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Timeline & History
Take meaningful actions based on each supporter’s unique history with your organization and visualize their donation timeline.
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Timeline & History
BCC & Forward Tracking
Record any email correspondence to a contact's timeline by using our BCC address or forwarding address
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integrations
Timeline & History
Activity Tracking
Keep a complete history of your contacts by automatically and manually logging events such as donations, calls, meetings, notes, and more
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Timeline & History
End-of-Year Reports
Generate and send supporters customized End-of-Year Giving Reports. Sleek visuals and custom-branded designs take your year-end financial reporting to a whole new professional level.
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Timeline & History
Timeline View
See at-a-glance any contact's past donations, ticket purchases, event check-ins, messages received, and other manually or automatically logged activities
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