What's New in Raiser's Edge NXT the Week of July 27th

Kimberly Coughlin
Kimberly Coughlin
Tenth Anniversary Kudos 5 Name Dropper Participant
in Raiser's Edge NXT Blog
This week, Raiser's Edge NXT introduces an enhancement in Workflow designer. View constituents in workflows.

You can now view which constituents are in workflows. From Tools, Workflow designer, select a workflow. In the flyout, select Recipients to view a list of the workflow’s current and past constituents. You can also search for a specific constituent by name or ID and open their record.

Note: The list includes each constituent’s name, ID, and date they were added to the workflow.

wfd_view_constit.png

Comments

  • Marie Stark
    Marie Stark Community All-Star
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    Great feature!

  • Dan Snyder
    Dan Snyder Community All-Star
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    Will there be the option to remove someone if they are added to a workflow in error?

  • Kimberly Coughlin
    Kimberly Coughlin
    Tenth Anniversary Kudos 5 Name Dropper Participant

    Hi Dan - Great suggestion! I'm not sure where this feature is on the product roadmap, but I recommend you vote on the existing "Allow constituents to be removed or suppressed from an active NXT Workflow" idea in the idea bank to let our product management team know it's important for your organization.

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