- 14 Mar 2025
- 1 minute read
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Timeline
- Updated 14 Mar 2025
- 1 minute read
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The Timeline tab can be found on constituent records. It keeps a record of communications delivered, forms submitted, gifts received, and much more.
On the right, there are four sections:
Timeline (covered in this article)
Each section provides a different slice of the overall history of the record.
Timeline
The Timeline section provides an overall history of interaction events that have taken place on the record, such as form submissions, message history, and payment history.
Date range
Adjust the date range for display by changing the values on the upper right.
Exploring the timeline
The timeline consists of an ordered list of all interactions, grouped by month and year.
Selecting an interaction opens a popup that provides related information and contextual options to modify the interaction.

A Sent Message interaction.

A Gift Received interaction.
Filtering the timeline
Select which types of interactions appear in the timeline. Slate remembers your preferences.
Enter search terms in the Search Interactions… field to narrow down the list of results by text in the code, subcode, and subject of an interaction.

Filtering the timeline for Forms & Events
Up next: Interactions
➡️ Interactions