Allow Users to Send Emails Directly to Individual Constituents from Unified View

Currently, sending an email through Communications appears to require the creation or selection of a constituent list, even when the intention is to contact a single donor. It would be helpful to have the ability to send an email directly from a constituent's Unified View record without first creating a list or having to save/ copy and attach them from outlook into actions.

This enhancement would:

  • Save time when sending one-off stewardship or follow-up emails.

  • Reduce the need to create temporary lists containing only one constituent.

  • Provide a more seamless user experience by allowing communication directly from the constituent record.

  • Improve efficiency for fundraisers and relationship managers who frequently need to contact individual donors.

This functionality would make Communications more flexible and align with common day-to-day fundraising workflows.

  • Francisca McGarry
  • Aug 5 2026
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