Add functionality so new gifts can be emailed out in daily report automatically

I would like every member of our team to receive an email showing all new gifts in the last seven days. I would like it to come daily and include linked content. This would be very helpful for everyone staying up to date on all gifts, not just their own. This could come from functionality of making lists email-able.

  • Kari Hammett-Caster
  • Jun 20 2016
  • Reviewed: Voting Open
Data analysis / Gifts
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  • Reuben Schmitz commented
    August 25, 2022 20:16

    Would need to have ability to use either Gift Date or Date Added (as gifts aren't always added the day they arrive)


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  • Rene Rosengren commented
    January 27, 2021 16:55

    This is easily available in the Work Center for each solicitor.

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  • Guest commented
    June 20, 2017 01:23

    I agree on the timeframe option - day, 7 days, month etc.

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  • William da Silva commented
    March 15, 2017 22:19

    Would be great to have options such as solicitors receive notifications for their assignments only.

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  • Jen Claudy commented
    June 23, 2016 17:12

    see also thi sIdea: https://renxt.ideas.aha.io/ideas/RENXT-I-317

    I would prefer to be able to set how often this happens (we don't have the volume for daily but do want weekly).

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  • +62

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