PatronManager Help

Universal Timeline

Updated on

Use this link to share with your colleagues:

Universal Timeline: https://help.pm.leapevent.tech/a/314617

At A Glance

  • Free!
  • This app's provider does not offer support.

App Details

Good for:

Getting a quick look at a patron's history with your organization

How it works:

Related activities, donations, ticket orders, and campaigns are displayed in a customizable timeline format at the top of a patron's record.

This Account Timeline is configured to show Ticket Orders, Posted Donations and Activities both open and closed.

This Account Timeline is configured to show Ticket Orders, Posted Donations and Activities both open and closed.

The Timeline components can be customized to highlight the most important elements to your organization on the Timeline Events tab.

The Timeline components can be customized to highlight the most important elements to your organization on the Timeline Events tab.
Previous Article spImages
Next Article 360io - DonorSearch
Still Need Help? Continue to the Client Community