Add "Unassigned" as a tag or "No assigned fundraiser" from the assigned fundraiser filter in lists

The "Unassigned" list in Work Center is great, but is unavailable as a dynamic list to be used in Workflow designer. Since we can't select "No assigned fundraiser" from the assigned fundraiser filter in lists, there is no way to use this feature dynamically.

I want to be notified of a new gift over a certain value from constituents who don't have an assigned fundraiser, but I don't see a way to do this without performing a manual function.

  • Teddi Taylor
  • Nov 12 2019
Lists / Tags
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  • Kevin Schaeffer commented
    January 18, 2023 15:56

    Agreed with Sarah - this would be such a useful filter to use with workflows to assign an action when a donor gives a large gift if they are not already in someone's portfolio.


    This idea should also be merged with https://renxt.ideas.aha.io/ideas/RENXT-I-1795.

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  • Sarah Cronin commented
    May 19, 2020 16:06

    I tried to design a Workflow that would assign a follow up phone call action to our fundraisers when donations were made to a certain fund, and was frustrated to find that there was no way to save a list of unassigned actions or unassigned constituents.

    It seems so intuitive to use NXT in this way - I'm looking forward to seeing this functionality added in the near future!

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