Tickler for new donor

Is there a way we can set up a rule for any new record created in the database that automatically sets an Action or sends an e-mail to the Development staff of this new donor?  Maybe it can be set up by giving levels.

  • Daysi Serrano
  • Apr 15 2015
  • Reviewed: Voting Open
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  • Guest commented
    May 02, 2019 21:33

    I think the new NXT workflow builder will be able to do this. We haven't yet received it in our company service - but I hear it was supposed to roll out in the 1st quarter 2019.

  • Jen Claudy commented
    April 29, 2015 03:19

    I'm supposed to start sending our CEO an email every Friday with details on any gifts received $1k+ and it would be awesome to be able to design a Dashboard for him that not only shows him this information when he signs in, but also automatically sends that notification to his email.  I would like to be able to design it for him, including all parameters for the Dashboard as well as how often to send the notification.

  • Daysi Serrano commented
    April 15, 2015 19:07

    Is there a way we can set up a rule for any new record created in the database that automatically sets an Action or sends an e-mail to the Development staff of this new donor?  Maybe it can be set up by giving levels.