How to Configure Prospect Email Alerts in Trax

Why is this important to me?

In Prospect, major giving fundraisers can select to receive email alerts as notifications when they become the manager on a prospect or prospect plan.

Step 1: Open a fundraiser record.

Note: Refer to the How to Search for a Fundraiser in Trax document to help open a fundraiser record.

Step 2: Click the Fundraiser Summary second tier tab.

Step 3: Click Configure email alerts on the Summary action bar.

Step 4: Select when the fundraiser should receive emails in the Configure prospect email alerts window.

Note: The fundraiser’s email address defaults in the Send email alerts to field. Change if necessary.

Step 5: Click the Save button.


Article ID: 3625
Thu 1/28/21 5:45 PM
Fri 1/29/21 10:14 AM