This article covers an upcoming update to our Activity Log area, which is pending release.

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.