Notify solicitors of completed action

Prospect/donor research requests are managed within RE NXT actions and marked as a pending action. 1. it would be useful to have a field for a deadline date to prioritize these requests and help the development officers sketch out donor plans since research is an important piece of an engagement plan and 2. it would be useful to be able to push a notification to the solicitor who requested the research action that the task has been completed and direct them to where the research profile or other documentation has been saved.

  • Guest
  • Jul 26 2016
  • Attach files