In this article:
- Related activity
- Search and browse-related activity
- Add activity
- Edit or delete activity
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).
Related activity colors key
The colors you see in the Related Activity section of a constituent details page signify the following:
- Green: Gifts
- Light green: Pledges, installments, and goals
- Dark green: Contact reports
- Blue: Tasks (unless the task is overdue, in which case it is dark red)
- Light blue: Comments
- Dark blue: Mailings/emails
- Maroon: Notes
- Dark red: Overdue tasks
- Yellow: Documents
Search and browse-related activity
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.
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).