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Allow for the Option to Remove Soft Credits from Criteria-Based Workflows
I know you can enable or disable soft credits in list-based workflows. However, when you utilize workflows based on when someone makes a donation, it automatically pulls in their soft credit even when they chose not to, which then doubles the numb... -
Add workflow emails to a constituents record
It would be useful to see the email sent on a constituents record from workflows. We work as a team so someone may set up a workflow and a colleague may need to complete some parts of it. A constituent will also hopefully respond to the email whic... -
Workflow Triggers: Add Membership, Event Registration, etc
There should be so many more ways than just gifts triggering workflows. A free membership or free event registration often has extra work attached because we can't trigger workflows and actions based on these coming in. Example of what should be a... -
Additional criteria options beyond "Gift" when designing workflow
We have a membership base that is separate from donors and send out regular email communication about expiring and lapsed memberships - additional criteria options beyond "gift amount" for Workflow designer is needed.Reviewed: Voting Open
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Allow workflows to pull from Dynamic Queries!
Allow workflows to pull in constituents form dynamic queries. This way hopefully they would update in real-time when new data is available.Reviewed: Voting Open
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Ability to add Action custom fields in workflow actions
No description providedReviewed: Voting Open
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Incorporate receipting tool with workflow
I'd like to be able to do more with the workflow tool. Right now, receipting ongoing gifts is a manual process, it would be great to be able to automate it through workflow. Why not give a receipting option through workflow whereby gifts meeting c...Reviewed: Voting Open
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Capability to create a workflow that sends/emails when pledge is complete/paid in full.
We need a way to send a thank you/acknowledgement when a pledge is completed. Currently, there is not way to have an alert, or query, to catch when a final payment toward a pledge is made. -
Add a status field for the action for workflow designer
Currently the status field is empty when creating actions in the workflows. One then has to go in and set the status to open or closed. This defeats the purpose of saving time by mass adding the actions in this way.Reviewed: Voting Open
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Add specific dates into workflow conditions
As well as being to state a specific amount of elapsed time before the next action / email to be completed next in a workflow, it would also be useful to be able to specify a date when this is to be completed. This would be helpful when using thes...Reviewed: Voting Open
