Crimson Feature of the Month: People Profile II
Adrienne | Mon Oct 02, 2023
Welcome back to the Crimson Feature of the Month series on People Profiles. Last month, we covered the basics including how to customize, possible panels, and how to edit. This month, we will delve into three main features included on the People Profile – Timeline, Giving History, and Moves Management.
Giving History
Giving History Panel
Giving History forms the hub of the People Profile. The panel on the top part of the profile (1) contains Cycle-to-Date total and the number of gifts that add up to that total and the Most Recent gift with the date. When you click on the Giving History panel, it expands on the bottom (2) to reveal additional data insights and options.