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  2. Constituents
  3. Constituent Records

History

The overview of the donor history tab on the donor sidebar

Use the history tab to understand the donor's engagement journey

The History tab serves as a log of all past interactions with the donor, which includes:

  • Detailed records of past donations, noting dates and amounts.

  • A chronological list of communications, providing context for each interaction and its outcome.

  • Historical data showing the full history of your relationship with the donor

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Last updated 4 months ago