Allow Fundraiser to be added in NXT without being an RE User

Not user friendly or functional to require a Fundraiser in NXT be an RE User. P2P fundraising happens via multiple channels and these days, platforms (i.e. Facebook) make it easy for the prospective fundraiser and donor to raise funds. Not every P2P fundraiser needs access to RE. For example we have people creating "Birthday fundraisers" on facebook all the time and I have no way to credit them in RE NXT without first going into Database view and marking them as "solicitor." While this is fine for someone who toggles between both, it makes it impossible to do my work in NXT 100%.

Alternatively, there could be another way to recognize a fundraiser or solicitor of funds without having to "soft credit"

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  • May 6 2021
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    • Keleigh Allen commented
      14 Apr 21:56

      We have gift officers working with faculty to work with donors. The gift officers need to be able to track that a particular faculty member was involved in an action without requiring the faculty member to be an RE user. In database view you can mark a constituent as "Is a solicitor" in Bio 1 tab without creating a user account. In web view, this isn't an option and needs to be.

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