Grant request notification for staff - can they be targeted based on steward designation?
Is there a way for CSuite to send grant request notifications that come in exclusively from a philanthropic advisor's portfolio? We have staff members assigned as Stewards for both donors and funds. If a grant request comes in from of these donors or for one of these funds, it would be nice to be able to notify that particular staff member, without it being an "all or nothing" proposition. Certainly, we have some staff that needs to be notified of each incoming grant, as they will be processing each one. But for other staff, it would be quite helpful if those alerts could be segmented, based on data already in the database. Asking you to consider if this is a feature that could feasibly be added. Thank you for all your hard work!
Rachel
shared this idea
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Michelle Schneider
commented
Intriguing idea... I'm not sure all of our fund stewards would want this turned on. But I would love the idea if we could select which fund stewards are notified. Or maybe you add the choice at the Fund Level?
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Matt Greer
commented
Fund Stewards should receive email notifications when a grant request is made for one of the funds they steward. Currently you must check the Grant module for any incoming requests or be set up as a fund advisor on the fund to receive notifications.
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Deirdre Holbrook
commented
This would be an extraordinarily helpful feature!