Automatic email to a solicitor, notifying them when a gift is received from a prospect in their portfolio.

We would be very interested in a way for Raiser's Edge NXT to automatically email a solicitor, notifying them that a gift was made by someone in their portfolio. Right now, we rely on a query that is exported to Excel and we then send solicitors an email to let them know what donations we received that week. This process works but it's a manual process that can result in human error or someone's donation "falling through the cracks," thus delaying stewardship.

  • Guest
  • Dec 21 2023
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