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• The Activity Center Summary notification provides an email summary of upcoming activities, as well as activities that are overdue. This notification is only available to users with an Activity Center seat.
• The Proposal Reminder notification alerts you when your assigned prospects with proposals that are coming up or overdue in terms of the target ask date or expected close date. You can choose to be notified about only your primary assignments, only your non-primary assignments, or about all assignments. In order for this Notification to work properly, your user account must be associated with a Gift Officer ID within the Reeher Platform.
• The Class Agent Activity notification provides an email summary of activity from Class Agent, including new assignments, new contacts and pledge card requests. This notification is only available to users with access to Class Agent.
• The Officer Goals Monthly Status notification provides an email summary of all active goals assigned to you. It is sent on the first Monday of each month. This notification is only applicable to officer users of the platform.