Can I have DonorView email our users when their follow up is due?
Updated Aug 5, 2020·1 min read
Go to Workspace>CRM>Interactions. Select New Interaction. Enter the Constituent and Interaction details. For the Follow up:
the Date/Time must be tomorrow (or later) at Type, enter Email at Contact, enter the DonorView User
Then during an overnight process, one email will be sent to the DonorView User with the Subject Line "Your Upcoming Follow Up Items".
Note: Make sure the DonorView User has gone into User Settings and has selected "Turn On Email Reminders for Open Follow Up Interactions".

Was this article helpful?
