Create, pause, resume, and delete Wealth notification rules

Tags: product:wealth intent:notification-rule intent:email-notification intent:in-app-notification

Go to Wealth > Notifications and select Create a New Rule. Give the rule an internal name, select the Wealth list or portfolio it applies to, then choose a notification type: Gifts, Wealth File Uploads, or VMS Activity when VMS is enabled. Build the conditions and choose Email or In-App delivery.

The notification type cannot be changed after rule creation. Edit the saved rule's name, list/portfolio, conditions, or delivery method as available. Use the play/pause control to resume or pause future notifications. Deleting a rule also deletes its notifications, as the confirmation warns.

The page shows recent notifications with rule, content, method, and sent date. A rule evaluates qualifying data; it does not guarantee an external email arrived in a recipient's inbox.