Viewing an Activity from the Contact Record

To Search for a Contact record in DonorDock

1. Select Contacts from the Navigation bar at the top of DonorDock and select Contacts

2. Once on the Contacts page, you may use the search bar to search for the contact/s in question you wish to see

3. Clicking on the name of the contact, will open their details page

   • The List View dropdown may also be used to narrow down your contact list view. By default, the All Contacts view will be shown when you first navigate to the Contacts page

Locate an Activity

1. Once on the Contact record, the Activity and Gift Timeline will be available on the far right of the page

   • This timeline will list activities and gifts in a chronological order

   • To view only Activities, click the filter icon at the top of the timeline and select to view only Activities, Completed, or Incomplete

2. Clicking on an activity card will redirect to the details page

Edit an Activity

1. Once the activity details page is open, click the Activity Actions icon in the top right (3 vertical dots)

2. Select Edit to open the Activity Slideout

3. Make any desired changes and click Save

Delete an Activity

1. Once the activity details page is open, click the Activity Actions icon in the top right (3 vertical dots)

2. Select Delete

3. Confirm the deletion request on the pop up box

Upload a Document to the Activity

1. Once the activity details page is open, click the Upload button to upload a Document file

   • Documents uploaded may be in PDF, Word, Excel, or an Image format