Workflow Problem

Wendy Turner

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?

Crystal Bruce

Hi @Wendy Turner checking on this - are you still having trouble with your work flow? If so, have you opened a Blackbaud support ticket as well to try and get some help with it? They can gather details and do discovery to determine the problem. Thanks!

Wendy Turner

I will do that! Thank you.