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Status Not Prioritized
Categories Timeline
Created by Guest
Created on Nov 30, 2022

See full transaction list from constituent's record

Easily see a full list of all transactions for a constituent, without juggling the timeline and list views, or creating a report query.

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  • Guest
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    Jan 19, 2024

    If the timeline is filtered by transactions, it will only show so many before giving the message "Switch to List View to see more." However, List View shows all interactions, not just transactions. I am a new client and am dumbfounded that it is not possible to readily see a complete list of a donor's transactions.

  • Guest
    Reply
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    Dec 10, 2022

    I can't see transactions past 2020 and it would be helpful to see all the transactions without the "list view" ... or at least make it so you can filter in "list view."


  • Guest
    Reply
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    Dec 9, 2022

    If you go into the timeline and on the right hand side click "transactions" it eliminates all other entries for me? Hope this might be helpful!