Sending an Email from GivingData

The integrated email functionality in GivingData allows users to manage communication with grantees in one place. This feature works regardless of the user's email client and is available to both Pro and Enterprise clients.

All emails are housed within the interactions tab of the appropriate Request or Organization record. In the interactions tab, click on the blue "Send Email" button.

Sending Messages

A new modal will open when the user opts to send an email. 

To populate the recipient field, the user can type the email address or select a Contact or Staff member from the dropdown menu.

Then fill out the email subject and message before clicking the green Send button.