Donor Management System
After adding one or multiple Activities to a Contact, you can easily view them.
1. Go to the Contacts Tab
2. Search for the Contact whose Activities you wish to view and select its Name
Search for your desired Contact and select its Name
2. Once on the Contact’s Profile, navigate to the Activities section to see a list of all Activities for this Contact
Under the Contact Profile, select Activities
3. On the next page, you’ll be able to View, Edit or Delete Activities. The details of the Activities displayed on this page include:
- Type: if the Activity is a Meeting, Email, Contribution, etc.
- Subject: if the Activity has been given a subject by the User (i.e. “Coffee Meeting”) or details about the automatically recorded activity (e.g. “$20.00” as the amount of the Contribution).
- Added By: which User of the DMS added the Activity.
- With: the Contact who performed all Activities (in this case, the Contact of the Profile you are currently viewing).
- Assigned: if the Activity has been assigned to another Contact or User within the DMS.
- Date: the date the Activity took place or will take place in the case of Scheduled Activities.
- Status: the Status given to the Activity when it is created.
Manage the Contact's Activities here
4. Use the Filters at the top of the page to filter Activities by Type, Date or Status
Filter by Activity
5. To add a new Activity to this Contact, select New Activity at the top of the page.
---> Learn how to add a new Activity to a Contact
Select New Activity