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
  • Reviewed: Voting Open
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  • Jessica Carpenter commented
    21 Aug 18:18

    It would be great if we could keep all of our grant tracking within the system and send action notifications to our department heads for reporting deadlines etc. These folks don't use raisers edge (as much as I would like them to), and I think that something like this would help them to use it more.

  • Kirsty Batson commented
    28 Jan 14:34

    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

  • Cathi Christopher commented
    July 26, 2024 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