Shouldn't my undone Actions appear on my Home screen?

Peggy Dolter
Peggy Dolter
Second Anniversary Name Dropper Participant Facilitator 1
in Blackbaud Raiser's Edge NXT®: General Discussions

I am marked as a Fundraiser in web view and a Solicitor in database view. A few constituents have Actions that have been assigned to me, but that I haven't completed. Aren't they supposed to appear on my Home screen? Instead, in the Actions tile, it just says, "To see actions, you need to be an active fundraiser." I am using myself as an example, but it's the same situation with all of our staff members. I've been going back and forth with the help desk on this issue. How do I get the Actions tile to display my unfinished actions?

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Answers

  • Carlene Johnson
    Carlene Johnson Community All-Star
    Tenth Anniversary Kudos 5 PowerUp Challenge: Data Health #3 First Reply

    In DBV have you linked your database view user to your constituent record?

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  • Elizabeth Johnson
    Elizabeth Johnson Community All-Star
    Tenth Anniversary Kudos 5 First Reply All-Star Challenge: End of Year Fundraising Toolkit

    Also from Bio1 you can check the details (1) by the Is a solicitor box and confirm that the This Solicitor is inactive (2) is not check.

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