The "Assigned Fundraiser" field RE NXT is also the "Solicitor" field in Raiser's Edge. The assignment can be delete in Raiser's Edge but not in RE NXT. Even when the relationship is ended in RE NXT, the name of the previously assigned fundraiser still appears in the top ID section of a constituent page. Please provide delete ability.
It is important to be able to delete a solicitor relationship rather than end-dating it. The use case is this: at the start of the fiscal year, when we are reviewing assignments, we sometimes add relationships provisionally. After a few days of evaluation, we may decide to change an assignment — meaning the relationship was never truly active. It was created in error and should be removed entirely, not closed with an end date.
We always delete past canvassers/assigned fundraisers because of the duplication it can cause in Queries, and also if you are searching for records with no assigned canvassers
Yes, this is crucial. Our organization does not keep staff members listed as a fundraiser who are no longer employed by our org. Their action records sufficiently reflect who the client worked with. We wish to only keep the current fundraiser assigned.
This is especially important when mistakes happen. We don't need to see a fundraiser that was assigned in error in the fundraiser history of a constituent.
Note that fundraisers with end dates no longer appear in the header of the constituent (unless the end date is today).
YES. Not being able to delete solicitors has really complicated exported data. Oftentimes the query will display a former solicitor that has an end date. I have to constantly toggle between database and NXT when updating solicitors
please combine with https://renxt.ideas.aha.io/ideas/RENXT-I-3230
Absolutely! This is ability is critical. A solicitor may be added by mistake (sometimes the same solicitor is added twice by mistake) or the staff person left the organization within months of joining and so did not really steward/solicit any donors and therefore keeping that name on a donor's record provides no helpful historical information whatsoever. It just clogs the tile and makes queries/data pulls cumbersome to say the least. Why we are denied this ability in WV is simply beyond me.
agreed! this is a non-starter for us in NXT. The fact that you cannot fully remove a solicitor is beyond me. Simply changing or inactivating a solicitor is not the answer. Right now we have to go into database view to delete a solicitor, which means very few of are staff can perform that function. And when db view goes away, every record will just be a mess of obsolete data that cannot be removed. I understand that maybe some groups will want to keep that history, but please do not force all users to do so. Please give us the same freedom as in db view. For this and many other functions.
yes agreed!! It makes no sense that assignments that have ended still appear in lists, even though the record itself displays correctly.