Each contact in KIT will have a Contact Timeline that displays how this contact has interacted with your organization over time. To navigate to the contact's Timeline, head to the contact's profile and click on the 'Timeline' tab. Here you will see a Timeline of the contact's events.
The timeline will capture the following events:
- contact create date (if available)
- contact's birth date
- windfall wealth screening event (if available)
To view the details of each Timeline event, click on the event to pull up a detailed preview.