Add Constituent Code to Workflow Constituent Criteria

It would be helpful to limit workflow constituent criteria by Constituent Code. Use case: I want to create an action to make a thank-you call to businesses that give more than $2000 in a single gift, but I want to call individuals who give more than $1000.

  • Hannah West
  • Mar 19 2021
Actions
  • Attach files
  • Andy Nolan commented
    March 06, 2023 23:48

    Absolutely! Of course we are going to treat Corporations and Individuals differently and would want separate workflows for communication. It is a common separation between fundraising teams and would be tremendously helpful!

    ×

    Attachments Open full size

Related ideas