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1 result found

  1. List Carts Report

    Create custom report option that includes unsubmitted grant carts, fund name, steward, grant details, and requested by, so stewards can receive automated report emails prompting them to follow up with donors who have unsubmitted carts.

    And in the interim, please add Fund Steward to the exiting Fund Advisor > "List Carts" area so we can swiftly divvy these up for follow up.

    Thank you! - TCF

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    Released to Sandbox  ·  1 comment  ·  Fund Advisors  ·  Admin →
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