Alerts
Where your stewardship discipline is slipping — so you can fix it before donors drift away.
Find it: Left nav → Alerts · Who can use it: Every role. Each person sees alerts for the donors they can see (committee members: their own scope).
Today is now your daily workspace
A banner explains that Today is where daily work happens and Tasks keeps the full list and history. This page still works, and each alert type you have links to the matching part of Today:
| Alert type | Opens in Today |
|---|---|
| 48-hour thank-you breach | Thank now (close, not identical: Today covers any recent gift without a thank-you) |
| Overdue next action | Overdue (committee members see their own overdue tasks there) |
| Stale major donor | Relationships going stale (close, not identical) |
| Approaching lapse | Relationships going stale (related, not the same) |
| No next action scheduled | Relationships going stale (related, not the same) |
Board Viewers don't have Today; for them the banner points to the Dashboard. If alerts can't be loaded you'll see an error, not "no alerts".
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
- Scan the summary chips to see what's most pressing (thank-you breaches show first).
- Click the donor's name to jump straight to their profile.
- 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.
- 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.
- Some of this can now be teed up for you: once you opt in, the AI agent layer can prepare or handle routine tasks behind these alerts (like drafting the overdue thank-you) so fewer of them land on your plate. See Ai agents.
- If you accept online donations, a failed recurring gift also surfaces here: when a monthly donor's card is declined, automated recovery ("dunning") retries the charge and raises an alert/task so someone can follow up before the gift lapses. See Donations.