Contact activities overview
Log emails, notes, actions, tasks, pledges and donations on a contact and read them back in the timeline.
Activities
Log donations, pledges, tasks, emails and other interactions.
Send an email to a contact
Write or pick a template for a donor email and send it from your own email app, with a copy logged on their timeline.
Log an action
Record a call, meeting, text or other outreach on a contact, with its result.
Create a task
Set a to-do for a contact with a due date and an owner, and see your open tasks on the dashboard.
Professional & Organization plansRecord and fulfill a pledge
Track a donor's promise to give, then turn it into a donation when the money arrives.
Record an offline donation
Log a check, cash or other gift that didn't come through your donation page.
Add a note to a contact
Save a free-text note on a contact's timeline.
Professional & Organization plansChoose which email app opens
Change the app or account that opens when you select Send on a contact, so emails go out from the address you want.
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