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Assigned Fundraiser

Craig Bruno

Does anyone have a gift list flow that they would be willing to share that pulls any assigned fundraiser from the constituent record instead of from the gift? Many thanks!

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Bob Rickards

Here is ours…one of the first ones I create so it might be a little rough. Runs a report for MGO's with gifts that have come in within the last 7 days. Does have some issues here and there with the ‘Formatting of gift amount'. Hope it helps.

MGOGiftsintheLast7Days_20220112133111.zip

Craig Bruno

Thank you so much for your quick reply! It seems this is pulling the solicitor credit from the gift.

Bob Rickards

In my haste, I might have pulled the wrong one….use the ‘List Fundraiser Assignments’ object.

Craig Bruno

I've tried - unsuccessfully :-(

Bob Rickards

Craig,

Here is how I got it to work with actions. Same concept…

1daba97a19f79f44789a3db8b89dbad9-huge-im