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Donor Portal/Civi visibility for Donor Relations
Open, Needs TriagePublic4 Estimated Story Points

Description

As discussed in today's meeting regarding Donor Portal and Civi.

Recap and feature request below:

  • Seeing the actions taken at the portal on the Activities tab works for us.
  • As is already planned Donor Relations will need to see any actions donors successfully take at the portal such as a cancellation, pause, or update.
  • If at all possible we'd also like to see successful logins or attempts into the Portal which will help us better triage and assist donors who are having trouble.
  • If we can ensure that the Activities tab clearly differentiates between something that was done internally by the DR team versus something done by the donor via the portal that will be critical for us. Possibly label any donor portal actions made by the donor as a 'Donor Portal' activity type?

Lastly, not a deal breaker for us but within activities it could be helpful if we could also have the ability to filter by Donor Portal activities like we can for actions performed at the Email Preference Center as shown in the below screenshot.

screenshot 10202025.png (1×1 px, 200 KB)

Event Timeline

Damilare set the point value for this task to 4.Dec 10 2025, 5:36 PM

Additional implementation note for tracking logins - at the Civi side we can do this by instrumenting the call that comes in from CiviProxy to get the donor summary that we use to render the portal - if the checksum is correct we can update the new last login field and if it's wrong we can update a different last failed portal login field.

We discussed these estimates and decided not to record an activity for each login.

Recording an activity each time a donor logs in to the donor portal could result in a ton of one-time activities that become stale quickly and bloat the database. A more efficient approach from a data perspective would be to record the last time the donor logged in, versus storing an activity for each specific time they logged in. We could display this around the Donor Portal link already on the CiviCRM contact summary page. This should help donor relations quickly identify the donor's activity and serve the same purpose while reducing the amount of activity data needed to be stored in the database.

There are four points in the request here:

  1. Visibility: This is done
  2. Cancellation, pause and update: These are visible
  3. Login visibility: I've added a new Phab for this specifically, per Jack's plan above. T413112: Show last donor portal login date in CiviCRM
  4. Labelling donor portal actions: This (and the bonus point about filtering below) requires replacing the Activities tab with a SearchKit: T412251: Replace Activities tab in CiviCRM with SearchKit

In discussion with @Lars - this looks like a bigger lift against other priorities for this sprint; moving back to +1

I'm moving this to blocked as we've done 1, 2 and 3 above, but for 4, we are waiting on potentially replacing the Activities tab with SK before we can tackle that, which is a project we hope that the core team will be able to handle for us in the next few months. For the time being, all of the activities are available on the Activities tab, they are just slightly harder to parse out. But if DR is looking for a specific activity type, they can filter by that type.

For @krobinson and @AMJohnson these activities are:

Recurring Upgrade
Recurring Upgrade Decline
Recurring Downgrade
Recurring Paused
Recurring Annual Conversion
Cancel Recurring Contribution