How to: Set-up notification/alert for movement in my portfolio

Danielle DuCr

I am trying to find out how to set up a notification/alert for movement in my portfolio. Unfortunately, I am not using the correct key words in the knowledge database to find instruction on how to do this very simple task. (I've learned it before which is how I know it's possible/simple!) My goal is to be notified when 1) a donor moves into a particular giving level, 2) has an upcoming birthday, and 3) anniversary of their first gift.


TIA!

Crystal Bruce

Discussion moved to RENXT forums. Thanks!

Dan Snyder

Danielle DuCr‍, I am not sure this is something standard in out of the box NXT.  There is a tag for an upcoming birthday and you could likely set up lists to see anyone with an upcoming birthday tag or who has moved into a particular giving level. Not sure about the anniversary of a first gift unless you track the month of the first gift somewhere in your database. Not really the answer you were looking for, but hopefully, some others out there can educate us on a solution! If all else fails add it to the idea bank.

Danielle DuCr

FOUND IT! https://community.blackbaud.com/blogs/13/6548


It's not comprehensive to what I'm trying to do, but a start.