Familiarize yourself with tracking donor history and relationships by completing these 3 steps in your environment:
- Review Recent Activity: Navigate to Lists > Constituents and open the record of a donor you know has made recent contributions. Look at the main Details screen to locate the Recent Activity grid and the Donor Summary comparison box.
- Explore the History Tab: Click the History tab at the top of the record. Change the Donation Types drop-down from Donation/Receipt to Pledge to see if they have any open or paid pledges. Next, click the Export drop-down to see the available file formats for downloading this list.
- View the 10-Year Summary: Click the Summary tab to view their macro-level giving history. Identify the date and amount of their largest historical donation.