Dual-active Admins and filtering fundraisers

@Dana Burton I'm not certain if I'm understanding. Is it that these constituents now have multiple solicitors assigned to them, or that they were supposed to be moved to another portfolio? My organization allows for multiple solicitors, but we do have training about action entry.

If they assignments were supposed to be moved and weren't, that is a problem that needs training. But this whole situation needs mediation. There's no reason why there hasn't been any communication about this. Communication with all parties is key to resolving conflict and reducing chaos.

@Dana Burton How can anything get done if there is no communication? This speaks to the culture at the workplace. To the issue of fundraiser assignments, these decisions have already impacted your ability to work and increasing your workflow. Have you brought these issues to your supervisor? It's their job to remove some of these roadblocks from you. It's also causing confusion. I doubt you'll be able to really figure things like this out without an audit tool. I wish you well in your search, as it sounds like these situations won't resolve themselves until you leave.

@Dana Burton I don't think you'll be able to do it with a single query, you're getting zero results because it's checking each fundraiser on a constituent to see if they meet all the criteria I believe. What about merge queries though, where one query is looking for constituents with fundraiser A and the other for fundraiser B?