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Keep operations coordinators on top of pledge changes

Operations coordinators miss pledge-change submissions in verification forms, causing processing delays and donor confusion. Create a board item for each change so ops can start processing right away.

Keep operations coordinators on top of pledge changes

Overview

Missed pledge-change requests create donor confusion and stall operations. Turning every verification-call form into a tracked board item gives operations coordinators a clear, actionable queue, eliminating manual intake errors and ensuring changes are processed reliably.

Notable Features

  • Create board item from forms
  • Notify assigned operations coordinator instantly
  • Include original and new amounts

Keep operations coordinators on top of pledge changes