Does anyone know if solicitors can be notified of gifts that come in without add-ons like online express?
@Keeley Hanson Welcome to the BB Community forums.
Online Express really has nothing to do with notification of gifts. It's a platform like NetC where gift data can come into RE.
When I started predecessor was sending out email with link to gifts. I quit that process. DO are expected to look in NXT >Lists > Gifts. Created a list which displays gifts within the last 7 days. List could be filtered for today if you wish. DO said that is easier than opening a link and they can look at it whenever they choose. They can filter it to their own portfolio records if they chose to.
There probably is a way using power automate to send it to them but this is where we are at.
@JoAnn Strommen Thanks JoAnn! We currently do pull lists weekly. I was at another non-profit where we used Salesforce and the fundraisers would be notified that gifts came in on their dashboard daily. I missed this feature and wondering if there was anything like that on RE NXT yet. Another coworker had mentioned Online express. I am not familiar with it.
