RE NXT Workflow Question

Wendy Turner
Wendy Turner
Kudos 1 Facilitator 1
in Blackbaud CRM Developer Discussions

My workflow is not working! The list: Individuals, first gift yesterday, greater than or equal to 0$, one time, online, direct mail or telemarketing. The flow: Pull from the list, apply to new constituents - yes. Action - task, fundriaiser, specific assignment, selection: Me. New constituents are being added to the list, but the action is not happening. What am I doing wrong?

Answers

  • Crystal Bruce
    Crystal Bruce admin
    Tenth Anniversary Kudos 5 Commented in Discussion First Reply

    @Wendy Turner I think this is a duplicate post, but you posted this in Blackbaud CRM. The original post was posted in Raiser's Edge NXT - which is correct. Do you want me to delete this one? Thanks!

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