Viewing changes to a Constituent

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If you are an Administrator in your Donorfy you can

  • See the changes to a Constituent on the Change Log, see details below, or
  • Create a change log list

Note that the change log typically contains the details of changes made in the last 12 months 

Constituent's Timeline Change Log View

This view is available on the Constituent's Timeline under the Change Log view. It shows what has been added, changed, and what has been deleted from a Constituent record.

Timeline Changelog Example

 

To view the detail of the changes click on the activity and it will display a summary of the information changed, for example:

Timeline Changelog Details Example

You can also select which fields you see in the Change Log, through the field select option

You can select from the following:

Timeline Changelog Columns Example

The default view is set to description sorted alphabetically. You can sort by Date Added (date changed) by clicking the arrows on the column headers.

 

 

 

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