Notifications to Fund Advisor when Documents Are Uploaded in Donor Portal
It would be helpful if a donor would get an email notification, or be able to see a notification pop up on their portal homepage when we have uploaded a document into the portal portal, or shared a file. Basically any updates since they last logged in.
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Lorna Sandberg commented
Could we add in the Fund Advisor notifications an option to notify them if a new file is shared to their fund? It could operate just like donation or grant notify. This would allow us to share invitations to them or even proposals, on a timely basis, without having to do a separate email or ask them to keep checking on the portal for these unplanned opportunities. Oh! and an option to customize the email in system data/content too. :-) Thank you!