Constituent Profile: ACTIVITY Tab

Let's Learn

• Overview

• Information Available in the Activity Tab

• Notes

Overview

The Activity tab contains a list of keynotes, tasks, or other interactions you or your organization has had with this constituent.

Panorama Donor Management will automatically enter notes or reminders into this activity list. This may include notifications about mailings or communication that have been sent to this constituent or other helpful activities related to this constituent.

Information Available in the Activity Tab

The Activity Tab may include:

• The giving history of that constituent, linked to each payment that the constituent has made

• Any mailings that have been sent to that constituent 

• Any notes that the Panorama Donor Management administrator or user has added to the constituent's account 

• Event participation from Artez, Bidding for Good, and First Giving 

• Tasks that remain for that constituent  

Below is an image of what an activity tab can look like:  

Notes

Notes can be used to document important information, interactions, or follow-up details related to a constituent.

To Add Notes:

Step 1:  Select the constituent profile 

Step 2. Click Add Note at the top

Step 3. Enter the note details, including:

• Title
• Date
• Note content or description

Step 4. (Optional) Use the Related To field to associate the note with additional constituent profiles.

Step 5. Save the note.

You can modify or remove a note by going to the Activity Tab and selecting the note. This will allow you to make changes or delete an existing note

All notes and reminders added to a constituent profile are displayed within the Activity Tab, providing users with a complete history of constituent interactions and activities in one convenient location.