Send-to-Donorfy - Reassign mis-allocated Email
Sometimes an email will be added to a record (for example our own office record) when it should have been sent to an individual's record. It would be good to be able to reassign the email to the intended constituent.
Whether this be through a tab that lists the history of what's assigned where, or whether on the timeline itself.
Comments: 3
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07 Jan, '22
<Hidden>In fact, it would be good to have the Manage feature as per other timeline items so that items can be reassigned or deleted accordingly.
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18 Mar, '24
<Hidden> MergedSimilar to the option to "Connect to" another Constituent, an option to "Reassign to" would be incredibly helpful to fix misassigned sendtoDonorfy emails when these go astray due to multiple trusts sharing one email or similar.
In general, we are moving away from using sendtoDonorfy due to this tendency and saving hard copy emails as activities instead.
However, a reassign option it would make the clean-up a lot easier. Especially as requesting emails to be resent or saved in hard copy from our director-level staff is not the easiest!
Thanks for considering,
Sophie -
19 Mar, '24
<Hidden> Admin"'Reassign to' option for sendtoDonorfy / other activities" (suggested by <Hidden> on 2024-03-18), including upvotes (1) and comments (0), was merged into this suggestion.