Hi everyone! Customer Success hosted a webinar today called “Work Smarter With Workflow Designer” and a bunch of people had questions about the concept of First Active Fundraiser and how it's calculated.
The short version is, the soonest assignment date wins. But if you have a mix of assigned fundraisers and some have dates and some don't, the ones with blank dates are considered first. Here is a KB that goes into detail: Who is the First active fundraiser when adding actions in Raiser's Edge NXT Workflow Designer?
To this end, we definitely recommend that you put start dates on all your fundraiser assignments, even if they are perpetual, so you can use this functionality in Workflows. To those who came to the webinar today, thanks for coming and asking this question! To those who are curious, you can click on the link above and get the webinar on-demand if you missed us today!
