"Fundraiser Type" in web view to match "Solicitor Types" in database view

In RE 7 we used the Solicitor Type filed to manage different solicitors tied to constituent records. We'd have a Primary Relationship Manager, a Secondary in case the Primary wasn't available, Volunteer Solicitors who were approaching prospective donors on our behalf, and Former solicitors to track the history of what solicitors were assigned to each donor.

In NXT web view there doesn't appear to be a way to differentiate Fundraisers. This means all constituents you are presently or previously assigned to will appear as part of your portfolio, even if you're not primarily responsible for them. This limits the usefulness of the list feature and the work center. The only workaround I've found is to create static queries in database view and build lists off those. Of course, those static queries need to be refreshed manually when the solicitor assignments are updated.

Hoping we can find something native to NXT web view to differentiate fundraiser types, or a way of deactivating a fundraiser assignment so that a history can be kept.

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  • Feb 4 2019
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  • Marcy DiBlasio commented
    29 May 15:50

    Anyone else in the same boat? We want to be able to mark non-users (folks who aren't staff working in our database) as a Fundraiser on the NXT side. We have many board members and active volunteers who genuinely solicit on our behalf, but certainly are not users working in our database. We don't need to see a workflow for those folks, and we DEFINITELY aren't going to pay to add them as users on our account. Why was this changed from the easy checkbox on database view to now having to link a "Fundraiser" to an account user?

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  • Jeanette Rodriguez commented
    August 29, 2024 15:37

    Blake that filter works! Thank you!

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  • Guest commented
    August 12, 2019 22:13

    Thanks Blake. The filter seems to work. On a similar question, can you advise how the "Portfolio" --> "assigned" and "Newly Assigned" counts are calculated? We don't have the option of applying the new filter to those, so I should communicate the logic t our fundraisers.

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  • Blake Moody commented
    August 09, 2019 21:13

    From the portfolio in Work Center or Constituent Lists you can now filter the constituent list based on the type of the constituents' assigned fundraisers.

    Would love to hear any success you have with this and feedback for how this works for you.

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