Constituent activity

In this article:

The Related activity section on the Constituent Details page shows a complete listing of all your interactions with a constituent (contact reports, notes, tasks, gifts, goals, mailings, documents, volunteering, appeal requests, and event invitations).


You can filter activity by type and by date. By default, all past activity is shown through the present date plus one month (+1 month), but you can easily change the date range using the standard date filter. You can also search activities by name and description.

Add activity

To record new activity with a constituent, you can click on any of the buttons in the Related activity bar (see the "Edit or delete activity" section below for complete details):


Edit or delete activity

Activities can be edited or deleted by clicking on the Actions button and selecting the appropriate option (edit or delete).


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