-
Exclude soft credit gifts in workflow
I would like to exclude soft credits from the process in workflow. I don't need an action for both spouses if one makes a gift. It just makes extra work to go in and clean up those actions.4 Reviewed: Need Further Info
-
Add Recent Gift as a condition in Workflow
It would be helpful from a campaign/moves management stand point to add something like "Has given a gift" as a condition in Work flow. For example if the donor has given the gift they were solicited for, a follow up action for a thank you/stewards...1 Reviewed: Need Further Info