Constituent Profile: ACTIVITY Tab

Let's Learn

• Activity Tab

• Notes

Activity Tab

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.

The Activity tab of a constituent profile can include any of the following:  

• 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

The added notes or reminders for the constituent will appear on the Activity Tab. 

To Add Notes:

Step 1:  Select the constituent profile 

Step 2. Click on Add Note at the top

Step 3. Enter Note: Title, Date and details

Step 4. If you would like the note to appear to multiple constituent profiles, you can add a constituent name under the "Related to" field.

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