Filter by constituent assigned appeals | Ideas for Raiser's Edge NXT

Filter by constituent assigned appeals

Want to be able to run a RE NXT List filtering for appeals that are added to a constituent that may or may not result in a gift. Currently, if there is no gift, then the list results returns as null, even though the constituent has the appeal attached to their record.

Teresa Dick
Oct 3 2018
Reviewed: Voting Open

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Erin McKenney commented

25 Mar 13:59

This would allow us to set up email workflows based on which appeal a constituent has received.

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7 Vote

Assigned Appeals should be a List filter Merged

Really everything should be a filter on Lists, but assigned appeals would be very helpful especially when searching for a segment to then send an email to.

Created 23 Nov 15:55 by Shannon Priddy

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Reviewed: Voting Open