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Complete Donor Activity Timeline

Capture every donor touchpoint in one place by logging calls, meetings, notes, and offline interactions directly within donor profiles, giving your team a complete view of each donor relationship alongside emails, calendar events, and other activity.

What changed

  • Log calls, meetings, notes, and offline interactions within donor profiles
  • View manual touchpoints alongside emails, calendar events, and donor activity
  • Build a complete timeline of each donor relationship
  • Improve team visibility, follow-up, and relationship continuity

Read the original update