Add More Options to NXT Workflow Designer

It would be great to create a workflow on "years of giving". In the "Giving" section on a donor's profile it calculates their total years of giving. Since the information is already there it would be nice to be able to create a workflow when a certain years of giving for a donor is met. Example, a milestone 10 years of giving. We would like to setup a workflow to be notified when a donor hits this milestone so we can celebrate them.


Also, when you select a constituents criteria for a workflow there's a dropdown bar for the very first step. But there's only one option to choose (constituent gives a gift) so this really shouldn't be a dropdown if there's only one option to select.

  • Guest
  • May 16 2023
  • Attach files