Add schedule of email to Gift lists.

In data analysis we have the option to schedule an email of dashboards.  When I create a constituent, gift, action or opportunities list I can click share - copy and paste the URL to an email but I can't schedule a recurring email of the list.  I think it would be helpful, as in the case of daily batches, to have a scheduled reminder to check this list.   

  • Guest
  • May 24 2017
Gifts
  • Attach files
  • Liya Klingenberg commented
    21 Jun 22:14

    My boss would like to receive a gift list every Friday afternoon. I'm not always in the office and it would be great to be able to schedule this as a recurring email.

    Attachments Open full size
  • Guest commented
    May 23, 2019 20:55

    If Advancement Services is responsible for providing this data for users, it stands to reason that Blackbaud would do more to help Advancement Services actually do their job. I'm not sure how many orgs will continue mega subscriptions without the ability to schedule simple gift lists.

    Attachments Open full size
  • Guest commented
    September 26, 2017 17:37

    I agree with this one.  Our ED wants a weekly list of donors for that week so she can make personal calls.  It would be so much easier if we could schedule this list "report" to be emailed to her weekly.

    Attachments Open full size

Related ideas