The Timeline tab appears on person records. It keeps a record of communications delivered, forms submitted, gifts received, and much more.

In the sidebar, there are five ways to view the timeline:

• Timeline: Events related to the record, grouped by month.

• Interactions: A list returning one communication to or from the record per row.

• Activities: A list returning one activity (communications plus system events) per row

• Audit Log: Audit internal events related to the record, like rule executions, grouped by month.

• Campaigns: List of scheduled mailings to the record.  

Each of these sections provides a different slice of the overall history of the record.

The 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.

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.

Up next: Interactions

The interactions option narrows the timeline to just communications with the constituent.

➡️ Interactions