Add Campaign and Appeal filters to Workflow Designer

Should be able to select campaign and appeal. My ED wants to be able to call everyone who gives a certain $ amount for a certain campaign. I setup a workflow to create an action on the record and present her with a list of donors. Unfortuantely, she has to weed through all the gifts because of the limited criteria options available.

  • Suzanne Hopkins
  • Jan 24 2025
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