Action Alerts for Relationship Managers

Keisha Thomas

Hello all! We are currently looking for a way to alert relationship managers when actions are taken on the records of folks in their portfolios, but the actions are taken by other fundraisers. We are just looking for a quick notification. We've toyed around with a few scenarios, but none really give us what we want. Ideally, we'd love it if they could get an email when the action happens, but perhaps a weekly report or dashboard would do the trick as well. Any thoughts?

Reuben Schmitz

@Keisha Thomas The quickest way that I know of whould be to build a Power Automate flow that is triggered when an email of a certain type is sent. If a weekly option is sufficient, there are reports or dashboards/panels in webview or database view that could provide a summary for you as well.

Karen Diener

@Keisha Thomas are they in webview making use of their work center? All of this information would be right there for them, and the amount of “work” for them to see it would be far less than all of the work going in to setting up processes for them to get an email.

I do think Reuben is right and you might be able to develop a workflow - might not even need Power Automate. But depending on the details, this sounds to me like it is disproportionately shifting the burden of work to someone else.

Karen

Dan Snyder

@Keisha Thomas To expand on @Karen Diener's response about the Work Center. There is a little quirk that may be helpful to you. If you click on the numbers in the action tile within the Work Center, those “lists” have the criteria set for them. However, the tabs are customizable and keep whatever criteria you set. So, say a Relationship Manager is in their Work Center, if they click on the actions tab and make sure to add the Fundraisers filter, and for assigned to select someone specific and when you go to select the fundraisers, select all of them except for that Relationship Manager. While I love a good Power Automate flow as @Reuben Schmitz suggested and that could certainly be done to get the email notification piece, this may be the quickest option.