NXT Work Center Fundraiser Assignments - How to Fully End?
I'm attempting to get Fundraiser's to adopt NXT Work Center, and I'm having an issue managing Fundraiser Assignments effectively. It seems when I end assignments they still appear in the Fundraisers portfolio in NXT Work Center and in “Needs Attention”. Can I have them not appear there without deleting the assignment, losing all that history? Thanks!
Comments
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@Peter McKay
We do it this way and don't have this issue. Are you putting in an end date for the past fundraiser and a start date for the new? You shouldn't have to delete anything - that historical information is so helpful!!
Along with the end date, we change the former fundraiser to a “Former Gift Officer” (or similar) Fundraiser Type when the relationship changes. This adds an extra, more obvious layer of finality.0 -
@Jess Taylor Thanks very much for the response! It worked, just took some tie (maybe overnight?) to fully register in NXT. I was demoing for people and there was lag time, so I kind of panicked
anyway, thanks again!1
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