Allow email to be sent to a specific person regarding a request, not just the applicant
I've created an internal process for contributions that are not initiated by an external applicant (used for discretionary grants, employee matching, and ad hoc Foundation contributions). I need to alert our internal financial person, as well as our CEO, whenever one of these contribution records is entered in GLM. I had intended to use the automatic email "To Administrators (when Submitted)", but because it is only ever created internally, it is never actually "submitted" and so my auto email never gets triggered. I'd like to at least be able to use the email template I've created to manually alert these two internal individuals, and to have it pull the data from the relevant request record, but the only option I have is to email the Applicant from the request record. I would like the ability to send an email using a template that pulls data for a specific request to any person I select, rather than only be able to send to the Applicant.
Debbie Mueller
shared this idea
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