Notify solicitors when a gift has been credited to them

Solicitors should see a notification on their home page whenever a gift is credited to them. This will save the solicitor from having to constantly run reports, and enable them to personally thank donors much quicker.

  • Guest
  • Jul 16 2015
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    • Guest commented
      March 18, 2016 01:05

      You could do a recent gift dashboard for them just using a query of their assigned prospects.

    • Guest commented
      March 18, 2016 01:05

      ditto JoAnn

    • +1