Will there be an option in the future for non-users (e.g. board members, volunteers, etc.) to be marked as "Fundraisers" in RE NXT, similar to the way we can mark any constituent as a "Solicitor" in database view?

@Marcy DiBlasio I did not realize they had added that restriction. That definitely does not work if the individual is only a gift solicitor.

@Marcy DiBlasio:

Anyone else in the same boat? We want to be able to mark non-users (folks who aren't staff working in our database) as a Fundraiser on the NXT side. We have many board members and active volunteers who genuinely solicit on our behalf, but certainly are not users working in our database. We don't need to see a workflow for those folks, and we DEFINITELY aren't going to pay to add them as users on our account. Why was this changed from the easy checkbox on database view to now having to link a "Fundraiser" to an account user?

I see a lot of confusion around this. When you say “we don't need to see a workflow for these folks…” I think you mean Work Center. Constituents can be marked as fundraisers and not have a Work Center. That isn't new - that has always been the case.

To enable a work center, you DO need to create a user account and link that user to their constituent record. But if you don't want someone to have a work center, you don't need to take that step.

Mark any constituent as a solicitor in database view (or fundraiser in webview) and you will be able to assign them to constituent records, actions, proposals / opportunities, etc. I think that is what you are looking to do. If not, please reply!

@Marie Stark:

@Karen Diener That works in database view. It appears in webview you can no longer do that.

Could you clarify what it is that works in database view but not webview?

Before I responded, I marked someone as a solicitor and was able to assign them to a constituent record in webview, but there may be more specific functionality you are looking for that I did not test.

@Marie Stark:

@Karen Diener Unless I am mistaken, I think Marcy just needs to add a gift solicitor credit, not an assignment.

That is also possible in webview. It is really annoying to do, but the functionality does exist.

@Marie Stark:

@Karen Diener But it tells you to link to a user which is not always what we would want.

What steps were you taking when you came to this screen?

I have no problem linking someone as a fundraiser to a gift in webview, and they do not have a user account.

@Karen Diener I open a constituent and select Mark as Fundraiser.

@Marcy DiBlasio:

@Karen Diener As it stand now, this will no longer work for non-users when database view sunsets and web view is all we have left. I do want to assign non-users as long-term fundraisers for certain constituents.

Thanks for this clarification!

Do not assume that the way things work today is how things will work when Blackbaud starts disabling database view.

The Idea Bank can be a black hole, but that is where Blackbaud has asked customers to add functionality requests, so that is what I recommend. Add a new idea if one does not exist, and vote up any idea that does exist. Post links to ideas in this same thread so everyone following it now - or reviewing it in the future - can vote.

Thank you @Marcy DiBlasio. I voted for your idea.