On the Timeline page, view all date-based activities associated with a constituent for each calendar year.
The timeline includes:
All transactions
Fundraised gifts (donations this constituent raised for your organization from another donor)
Interactions (including mass emails and volunteer activity)
Tasks
Notes
Attachments
The timeline also highlights important milestones such as giving upgrades and donations multiple years in a row. These milestones show qualifying transactions, which include revenue transactions and soft credits on one-time donations.
Note: Fundraised gifts are not qualifying transactions. Money a constituent raised for others never appears in, or contributes to, giving-based highlights such as year-over-year giving increases or giving level upgrades.
Filter Constituent Timelines
To view only specific types of information on a constituent's timeline:
Click Timeline.
Click one or more of these filters:
Transactions
Fundraised
Interactions
Tasks
Notes
Interactions (no mass emails): To exclude mass emails from the interactions. If you click both Interactions and Interactions (No Mass Emails), all interactions appear.
Emails
Attachments
To view interactions for only specific years, from the Years drop-down list, select one or more years.
To clear the filters, click All.
If you select multiple filters, items appear that match any of those filters. For example, click Tasks and Notes to see all tasks and notes.
However, if you select Attachments and another filter, the Timeline shows only interactions of that type that have an attachment. For example, click Tasks, Notes, and Attachments to see all tasks and notes that have attachments.
Add Entries to a Constituent's Timeline
To add entries to a constituent's timeline:
Click New.
Select one of the following:
Donation
Pledge
Recurring Donation
Membership
Interaction
Task
Note
Relationship
Complete the fields and click Save.
An entry automatically appears on a constituent’s timeline in these cases:
The constituent makes a donation.
Another constituent makes a donation and this constituent is listed as the fundraiser on it.
You refund or split a donation.
You send a mass email.
You use Journey Automation, and an automation sends an email or assigns a task.
Bloomerang Volunteer syncs data to Bloomerang CRM that includes volunteer activity for the constituent. You cannot edit this type of volunteer activity interaction.
Bloomerang Fundraising (formerly Qgiv) exports donations or event registrations to Bloomerang CRM.