Donations > Email Users/Staff when donations are posted
For Donations --> I would like to see a feature similar to Grants > Request Notify where automatic emails are sent to staff/CSuite Users when donations are posted. This would instantly alert my philanthropy team when gifts come in. I know this functionality exists for fund advisors but I'd also like to see it available for staff. Thank you!
Martha Bullock
shared this idea
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Alex
commented
We often receive requests from the philanthropy team to "let them know as soon as a donation comes in." These manual reminders are cumbersome and time-consuming and can easily disappear if we had Donation Notify for staff either on the donation page or the fund record. That way, they can more effectively monitor individuals or funds they are stewards for.
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Jessica Renfro
commented
Similar to how you can set up a fund advisor to be notified when gifts are made to a certain fund, it would be wonderful if certain staff could be set up to be notified when gifts are made from a certain donor. Thanks for considering!