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About the Constituent Timeline

On the Timeline page, view all date-based activities associated with a constituent for each calendar year.

The timeline includes:

  • All transactions

  • 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.

Filter Constituent Timelines

To view only specific types of information on a constituent's timeline:

  1. Go to the constituent's account.

  2. Click Timeline.

  3. Click one or more of these filters:

    • Transactions

    • 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

  4. To view interactions for only specific years, from the Years drop-down list, select one or more years.

  5. 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, that 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:

  1. Go to the constituent's account.

  2. Click New.

  3. Select one of the following:

    • Donation

    • Pledge

    • Recurring Donation

    • Membership

    • Interaction

    • Task

    • Note

    • Relationship

  4. Complete the fields and click Save.

An entry automatically appears on a constituent’s timeline in these cases:

  • The constituent makes a donation.

  • 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.

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