Notification of gifts

Keeley Hanson
Keeley Hanson
Name Dropper First Anniversary Facilitator 1
in Organizational Best Practices General Discussions

Does anyone know if solicitors can be notified of gifts that come in without add-ons like online express?

Comments

  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Tenth Anniversary Kudos 5 PowerUp Challenge: Product Update Briefing Feedback Task 3 2025 bbcon Attendee Badge

    @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.

  • Keeley Hanson
    Keeley Hanson
    Name Dropper First Anniversary Facilitator 1

    @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.

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