We have a customer-directed giving program that allows our customers to nominate a non-profit recipient to receive funds. We are having to manually send bulk emails to nominators at the end of each month to let them know their nominee was awarded and paid. I believe this could be accomplished by allowing a token to be used in the CC: field so you could insert Nominator Email.
Client Name | CoBank |
Employee Name | Leslie Hagele |
A progress bar for the the nominator showing the staus of the nominee's application status*
It would also be great to have a progress bar or status updates that indicate the nominee's application stuatus through out the process. EX application submitted, application under review, application award/decline, application payment issued etc.