An Activity Log tab is shown on each supporter’s record. 

The Activity Log lists all REACH system-generated activities for the supporter and includes: 

• Recorded On – The date the Activity was recorded
• Activity Record Type – the type of activity recorded (see the full list defined below) 
• Action – what action was performed by REACH (create, update for example)
• By – the Admin that performed the activity, if applicable
• Details – a link to the record where the activity was performed
• Comment area – a place for Admins to add a comment to the activity

The system-generated activities (Activity Record Types) that are included in the Activity Log are:

• Contribution Statement – When a Contribution Statement has been generated for the supporter
• Emailing – When the supporter has been included in any email communication from REACH
• Push Notification – When the supporter has been sent a push notification (for REACH donor mobile app users only)
• Text Message – When the supporter has been sent a text message
• Membership – When the supporter has been added to a Membership Program or if there’s been an update to their membership (for accounts using the Membership feature)
• Event Registration – When the supporter has been registered for an Event
• Campaign– When the supporter has donated to or started a Campaign
• Sponsorship Supporter – When the supporter’s sponsorship record has been created or updated
• Address – When the supporter’s address has been added or updated
• Phone – When the supporter’s phone has been added or updated
• Email – When the supporter’s email has been added or updated
• Task – When a Task has been added or updated related to the supporter
• Payment Method – When the supporter’s payment method has been added or updated
• Manual – We provide this option for Admins to record other activities, that are not system-generated, as needed by clicking the Record Activity button

From the supporter’s Activity Log tab, you can:

• Export All Activities for the supporter
• Record an Activity – This allows you to record activities (the activity date and details) that are not system-generated. Any activities recorded here will be included in the Manual Activity Record Type.
• Search Activities by Activity Type, Start Date or End Date or title/association
• Add a Comment to an activity

REACH Tips:

If performing multiple searches, be sure to use the Clear button when initiating a new activity search.

Use the arrows next to each column’s heading to sort the activities by descending or ascending order.