Constituent Creator in NXT

Anna Hwang

Hello Community,

I am having difficulty finding where to see who created a constituent, and whether it's possible to assign a team member to a constituent on Raiser's Edge NXT?

I appreciate any help/insight!

Marie Stark

I don;t know if there is any way in the webview to see who added a contact. The contact would need to have a constituent record in order to assign a Fundraiser.

Anna Hwang

Marie Stark:

I don;t know if there is any way in the webview to see who added a contact. The contact would need to have a constituent record in order to assign a Fundraiser.

Hello Marie, thank you so much for your reply, I appreciate it! Do you happen to know how to add a Fundraiser? I understand there is a tile for it, but I can't seem to figure out how to add a Fundraiser…

Marie Stark

In the Fundraiser tab, click the + sign next to Assign, then search for the name, and add the date and type.

Deb Dressely

In the Constituent summary tile, at the bottom in blue, View constituent properties. This will give you a pop-up with the details of who created and last changed the record.

Anna Hwang

Deb Dressely:

In the Constituent summary tile, at the bottom in blue, View constituent properties. This will give you a pop-up with the details of who created and last changed the record.

Thank you so much Deb!

Jenny Marquardt

This is very helpful.. It is now so obvious yet I had not noticed it before.