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History

The overview of the donor history tab on the donor sidebar

PreviousPlanNextWorkspace

Last updated 2 months ago

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