Actions require Fundraiser

Chris Zello · August 2020

We are trying to show fewer Fundraisers' names in the Work Center. I know this is controlled by the Is a Solicitor checkbox on Bio1 in database view.

Preferably we would only show the major gifts team.

I'm seeing that web view Actions require a Fundraiser name to be entered. From testing, I'm seeing that users who aren't checked as Solicitors cannot enter Actions. Is there a way to not require entry of an Action Fundraiser?

Are there other implications as well (Gifts, etc.) where the Fundraiser is required within web view?

Thanks.

Dan Snyder · August 2020

Chris Zello‍, answering in reverse order. You can make make a Fundraiser required or optional for Actions under Control Panel > Fields and Tables in NXT. Actions are the only area where a Fundraiser can be made required at this point.

In terms of showing fewer Fundraisers' names in the Work Center, that area is actually controlled by linking a constituent record to a user account in database view. If you unlink the RE record and user account (delete the name that I highlighted in the screenshot) they will not show up in the Work Center.

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Chris Zello · August 2020

This was very helpful.

Have you noticed any other affect on the system if you don't have the Constituent Name in that field?

Dan Snyder · August 2020

I have not noticed anything else impacted with our processes.

Actions require Fundraiser

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