When you Edit or View a donor profile. The first thing you will see is the “Dashboard” (under the “Main” tab). It contains:
Telephone numbers (including preferred contact number / time)
Primary email address
Username
Donations made this year along with lifetime donations
Most recent donation
Year the person first donated
Last login date
Birthday and anniversary alerts (if the donor’s birthday or anniversary occurred in the last week or in the next four weeks)
Donations (by month) shown in a bar chart
Donations (by Donation Program) shown in a pie chart
Custom Fields selected to display on the Profile Dashboard
Only for Donors with a status other than archived
There are also buttons to:
Send email (and mobile email, if available)
Send SMS (if enabled)
Log notes