How to View a Constituent's Full Action History

The Action History log records all interactions, donations, and system activities for a constituent. This guide explains how to access and filter the history.

1. Open the constituent profile whose history you want to view.
2. Locate the "Actions" section at the bottom right of the profile.
3. Click “load more actions” to display the full interaction history.
4. The history is displayed in chronological order with the most recent activities first.

Action history showing interaction timeline

Types of Recorded Actions

1. Donations: All gifts, pledges, and contribution records
2. Transactions: All donations, ticket purchases (RSVPs) and membership payments
3. Communications: Emails, letters, phone calls, and meetings logged
4. Notes: includes histories from bulk uploads, opportunities and pledges as well as POS integrations and user added notes such as biographies, obituaries, etc.

Using History Filters

1. Open the constituent profile and navigate to the Actions section.
2. Locate the filter options you wish to use.
3. Filter by action type.
4. Filter by date range using calendar pickers.

History filter options and timeline

• Pro Tip 1: Use the history as an audit trail to track all constituent interactions
• Pro Tip 2: Review history before reaching out to a constituent to understand your relationship context