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.

  • Guest
  • Feb 22 2022
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  • Cathi Christopher commented
    26 Jul 17:09

    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