Automatically add assigned solicitor/fundraiser as gift solicitor
If a constituent has a current solicitor/fundraiser relationship (i.e. no "date to" filled in), there should be a setting to automatically add the solicitor to every new gift from that constituent.
This is currently only kind of possible during batch entry (in database view at least) where as you tab through a gift row, any relevant assigned solicitors will auto-fill. But for imported gifts, the solicitor/fundraiser does not get added, which makes NXT reporting by fundraiser impossible, since insights and gift lists work off of gift solicitor and not constituent assigned solicitor.
Alternatively, make it possible to filter on assigned solicitor/fundraiser in a gift list even if that solicitor isn't on the gift.
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Aubrey Schoenfeld
- Aug 16 2023
- Reviewed: Voting Open
Related ideas
It is too much manual work and time to have to check the solicitor for each gift each time we are posting a gift batch. We need to have this automatically assigned to the gift based on the currently assigned solicitor when we post the batch.
This should be available in webview on both single entry gifts and gift batch entry. This is an extremely useful feature and lowers the chance of needing to edit a ton of gifts after the fact to add correct attribution.
We use Omatic cloud for imports of data from 3rd party and are frustrated fundraisers are not populating in NXT grid view batch. even if we had to click on the box "fundraiser credit" and it showed up would be better than an auto search box. our gift entry people do not know if they have a fundraiser or not, so this requires them to go into the records to check. DB batch was an autofill field when clicking through, same as NXT donations pages in Grid view batch, we need that parity for 3rd party API connections as well