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.
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.
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.
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.
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.
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.
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.