Make the Gift and Grant Notify editable templates
When you select Gift and/or Grant Notify from the portal, the auto message is not editable and does not look like it's actually coming from our Foundation. It would be helpful to make this an editable template.
Anonymous
shared this idea
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Kara G
commented
Yes, we would like the ability to add fields like mailing address and tribute information to the notification email.
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Reid
commented
I agree. There is no $ in from of the amount either and it doesn't look very nice for a donor to view.
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Marie Felver
commented
I would love the option to customize the notify emails to make it more user friendly. Being notified of donation #12345 does not tell the adviser much. The donor name would be more informative. I would like the email notification to include a link that would direct them to the portal. It would be much more user friendly.
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Crystal Macmillan
commented
Consider including the grant side as well.
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Anonymous
commented
Yes! All it says is "This is a notification that DonationID 6990 was received for Name of Fund"
Doesn't give amount or name and I can't find where to modify the email that is generated. -
Anonymous
commented
The current donation notification that is sent to the fund advisors is very limited. We have had fund advisors ask us what they are for and what they mean. Would there be a way to edit the notifications, so we as a foundation could add the information we think would be helpful?