Send email notifications or text message for action reminders.

Not what was implemented here https://renxt.ideas.aha.io/ideas/RENXT-I-55.

Specifically to add email notifications or text messages so that solicitors or relationship managers can be reminded of upcoming datelines for stewardship and meetings. These would also be useful for staff in the organization that do not use RE extensively or even at all.

The "Add to calendar" integration does not help as the EA's or database administrators are usually adding it. This would be useful in addition to the email notification(in the email notification itself), rather than as an actually solution.


  • Mark Lim
  • Jul 14 2022
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  • Kevyn Barnes commented
    11 Dec 15:55

    Agree, an email notification would be helpful and would help us communicate the usefulness of using open actions. When I (or a workflow) add an open action for a fundraiser, usually not appropriate as an appointment for a specific time on a calendar, they may or may not check those silent notifications on their RENXT screen. Since the notification indicators are for practically everything I do in RENXT (completed actions, receipting, batch approvals, giving statements,etc), even I am blind to them and wouldn't think to check daily if somebody else added an open action for me.

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