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.
Would need to have ability to use either Gift Date or Date Added (as gifts aren't always added the day they arrive)
This is easily available in the Work Center for each solicitor.
I agree on the timeframe option - day, 7 days, month etc.
Would be great to have options such as solicitors receive notifications for their assignments only.
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).