Non-Financial Items in the Constituent Timeline
Explore what items you can add to a Constituent Timeline.
Add Activities to the TimelineAdd activities to your Timeline to show your interactions with Constituents.
Send Task NotificationsNotify your team members about the tasks assigned.
View TasksLearn to keep track of the tasks currently assigned to you.
Mark a Task as CompletedComplete your work by clearing your tasks.
Task reminder emailLearn how you can be reminded about overdue tasks.
Set Alerts for ActivitiesRaise alerts about a Constituent's preference or needs.
Send One Off Letters and EmailsLearn how to send documents via Donorfy.
Timeline Document UploadExplore attaching documents to a Timeline Activity.
Connect Timeline Entries to Other ConstituentsLearn to make connections between Constituents and Timeline entries.