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!

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…