Alerts

Find it: Left nav → Alerts · Who can use it: Staff with donor access (Org Admins, Development Associates, and other full-access roles).

What you'll see

At the top, summary chips count each type of open alert, color-coded by urgency. Below, a single list shows every open alert — sorted most-urgent first — with a High / Medium / Low severity badge, the donor's name (a link to their profile), the alert type, a short detail line explaining why it fired, and a date on the right. When everything is on track, you'll see "No open stewardship alerts. Nice — everyone's being thanked on time."

The five alert types

• 48-hour thank-you breach — a gift came in but wasn't thanked within the 48-hour SLA. Highest priority.
• Overdue next action — a donor's scheduled next action date has passed.
• Approaching lapse — a donor is drifting toward lapsed status; reach out soon.
• Stale major donor — a major donor hasn't been touched in too long.
• No next action scheduled — a donor has no next step planned at all.

How to act on an alert

1. Scan the summary chips to see what's most pressing (thank-you breaches show first).
2. Click the donor's name to jump straight to their profile.
3. From there, take the fix: log a thank-you (use the Communicate card or log an interaction), set or update the Next Action date, or create a task.
4. Once the underlying issue is resolved, the alert clears automatically on the next load.

Good to know

• Alerts are computed live from your donor data — there's nothing to dismiss manually; resolving the cause makes them disappear.
• Severity drives the order: red High items (SLA breaches, overdue actions) sit above amber Medium (approaching lapse, stale major) and slate Low (no next action).
• The 48-hour thank-you breach is the one to watch — protecting your thank-you ratio starts here.