Timeline & History

Take meaningful actions based on each supporter’s unique history with your organization
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integrations
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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BCC & Forward Tracking
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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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Activity Tracking
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integrations
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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integrations
Timeline & History

Soft Credits

Give credit where credit is due by soft crediting any donation to a team or team member on their contact profile
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Soft Credits
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integrations
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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Timeline View

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