add a Fundraiser's pending | Ideas for Blackbaud CRM and BBIS

add a Fundraiser's pending activity/interactions for that week in an email alert

Currently there are several email alerts for when fundraiser activity is reassigned or changed, but there is nothing like a task reminder for upcoming interactions. We can't create a custom email alert because the expected date can't be used as a published date field in a data list.

Guest
Nov 17 2015
Reviewed: Voting Open

Blackbaud CRM / Administration / Interactions

Organization Name (Please enter full organization name)	The Heritage Foundation
Reported Version	4.0

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Allow Expected dates (future dates) to trigger email alerts Merged

Some clients may want to send email alerts for interactions that happen in the future (Expected date), such as a pending interaction that happens on or before tomorrow.

Created 09 Aug 21:23 by Guest

Blackbaud CRM / Administration / SDK

1 Reviewed: Voting Open