Designate fundraiser type in Workflow Designer

Our prospects often have multiple 'fundraisers' assigned at different levels for various lengths of time, but only ever have one Gift Officer. It would be great to be able to distinguish between solicitor types when creating workflows. I could also see how we could have multiple, simultaneous workflows for our prospects this way.

EXAMPLE: the Gift Officer has our typical discovery workflow while our dean/faculty can have a "Architecture Lecture & Events" workflow.

  • Crystal Shreve
  • Apr 17 2019
  • Reviewed: Voting Open
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  • Jaclyn Whitelock commented
    12 Nov 17:59

    This is an ongoing issue in workflows- this has been a roadblock, and we do not use workflows as often as we could if this one small thing was introduced.

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  • Jenelle Patrice Sarra commented
    28 Feb 21:24

    Is there any update on this? What is the suggested work around?

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  • Cathy Michitsch commented
    August 12, 2022 17:54

    We have this problem as well and it defeats the purpose of Workflows if we can't assign the correct fundraiser to the donor.

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  • Marie Stark commented
    November 10, 2020 20:46

    Yes, using First active does not make a lot of sense.

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  • Sunshine Reinken Watson commented
    May 23, 2019 21:31

    Yes please! We have several different types of fundraisers. Using the "first active" fundraiser does not help.

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  • Christiana Czarnowski commented
    May 13, 2019 14:35

    Agreed, this is an important distinction needed within Workflow to make it functional.

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