Workflows Summarised in Email to Fundraiser

For Opportunities especially, it would be useful to have workflows summarised in an email that would be automatically sent out to the assigned fundraiser triggered weekly or as they are added, so that fundraisers who don't use NXT as often have a notification at least that is automated. The email could have a short report of names of constituents, moves management status, and suggested opportunity. I can also see this being really helpful across actioning acknowledgements as well.

  • Guest
  • Oct 28 2022
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