thankQ Help

Form Flag Rules are based on power searches. For example a power search can be created to highlight the major donor icon on a contact record which is built on your organisations interpretation of a major donor. Therefore Form Flags should be created prior to scheduling.

1.Select Form Flag Rules from the Automation Type drop down.

2.Untick the Active tick box if this is not going to be active straight away.

3.Select the Schedule Type from the drop down.

4.Select the Scheduled Time from the drop down.

5.Enter an email for any notifications. Extra email addresses can be separated by a semi-colon.

6.Click OK to save.