Timeline is a member relationship management system — also known as a customer relationship management system (CRM) — built to help organizations track or organize member history in a meaningful way. With Timeline, you can see at a glance:
- Notes and conversations
- Membership payments
- Event registrations, payments and attendance
- Donations
- Contact changes
- Label changes
- All other payments
- Join date
- Upcoming renewal date
Payments (for Paypal and Stripe), event activity, contact and label changes are automatically added to a member’s timeline. Changing the upcoming renewal date automatically updates any recurring payments with Paypal or Stripe. You can easily filter in on the entries you are looking for. Working with Timeline is intuitive, you no longer have to look for information in 10 different screens!
