Non-Financial Items in the Constituent Timeline
Explore what items you can add to a Constituent Timeline.
By Cristina1 author9 articles
- 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.