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CommunitySuite Idea Lab: Grants, Grantees, Grant Types

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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!

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Rachel shared this idea  ·   ·  Report…  ·  Admin →
Archived  ·  AdminSkye Weber (Admin, Foundant Technologies) responded  · 

Hello,


Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.


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Thank you

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  • Michelle Schneider commented  ·   ·  Report

    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?

  • Matt Greer commented  ·   ·  Report

    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.