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View changes to a Constituent

Review what changes were performed to a Constituent.

Cristina Gruita avatar
Written by Cristina Gruita
Updated yesterday

If you are an Administrator in your Donorfy you can:

  • See the changes to a Constituent on the Change Log.

  • Create a change log list.

πŸ“ŒNote: The change log typically contains the details of changes made in the last 12 months.


Constituent's Timeline Change Log View

This view is available on the Constituent's Timeline under the Change Log view. It shows what has been added, changed, and what has been deleted from a Constituent record.

To view the detail of the changes click on the activity and it will display a summary of the information changed, for example:

Timeline Changelog Details Example

You can also select which fields you see in the Change Log, through the field select option.

You can select from:

  • Description.

  • Entity Type.

  • Operation Type.

  • User name.

The default view is set to description sorted alphabetically. You can sort by Date Added (date changed) by clicking the arrows on the column headers.

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