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How do I see a contact's full activity timeline?

A contact's record shows all activity in a single chronological feed called Interaction History. Open a contact by clicking their name anywhere in the app. Scroll down past the contact details to reach the Interaction History section.

Interaction History

Interaction History is a single, reverse-chronological list that combines calls, notes, emails, texts, donations, and pledges in one feed. Each entry shows an icon indicating the type, the date, the content (disposition, note text, subject line, amount, etc.), and the user who logged it.

Filtering the history

A filter control (the funnel icon next to the "Interaction History" heading) lets you narrow the list to one or more types. The available filter options are Notes & Calls, Emails, Texts, Donations, and Pledges. Selecting one or more types hides all other entries. Clearing the filter restores the full combined list.

Pinned notes

Notes and interactions can be pinned. Pinned entries appear at the top of the list regardless of date.

Pledges section

A separate Pledges section appears in the right panel of the profile page. It shows commitments from this contact with their amounts, due dates, and fulfillment status. You can mark a pledge fulfilled or add a new one from this section.

Donations section

A separate Donations section appears below Pledges in the right panel. It shows all recorded donations with a running total at the top. The same donations also appear inline in Interaction History.

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