Email Alerts for Gifts from Specific Individuals & Gifts to Specific Campaigns, Periodic Email Alerts for "Actions" and "Opportunities"

It would be helpful for relationship managers to know when specific donors have made contributions to the organization, regardless of gift level or campaign, as this will allow the relationship manager to thank the donor personally in a timely way.


It would also be helpful to receive email alerts whenever gifts are made to a campaign, fund or appeal that a campaign manager is responsible for. These alerts could be set up on a "per transaction" or "daily activity" basis.


It would also be helpful to receive periodic (daily/weekly/monthly) emails from NXT with a list of all upcoming "Actions" and "Opportunities" assigned to ones self and/or the people a person manages.

  • Guest
  • Jan 27 2021
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