An Activity is a type of Timeline entry in Donorfy. It is used to represent the various interactions that you have with Constituents - such as:
- a phone call, in or outbound
- a letter received or sent
- a meeting
- a request for a fundraising pack
- etc
These are called Activity Types, and can be set up in Settings.
To add an Activity:
- Click the orange Add button and choose Activity.
- Find the Constituent on whose Timeline you want to add this Acivity (you won't need to do this if you are doing this from within a Constituent record)
- The date will default to the current date
- Choose an Activity type from the dropdown
- Choose the Campaign (optional)
- Enter any notes about this Activity
- Click Save Changes
You can also:
- set this Activity to be an Alert - which means it will show on the Constituent Profile, signified by the display of a speech bubble in the Constituent record
- add a Task to the Tasks list for yourself or another Donorfy user in your organisation:
- Details - the subject for the Task (e.g. "Call to arrange a meeting")
- Assigned to - leave as yourself or choose a colleague
- Due date
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