Email notifications to assigned fundraisers when an NXT user adds an action to a constituent record
It is useful to keep internal staff automatically included and aware of cultivation and stewardship conversations.
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Guest
- Feb 22 2022
It is one of the main things my line manager finds frustrating with RE. She doesn't have it open all the time, so stays out of the loop on a lot of things
Assigning an action to someone without them having a way to get actively notified (other than the notification bell, which isn't very helpful) seems useless- if I have to send the fundraiser an email, it kind of defeats the purpose of assigning the action