Assigned Fundraisers
Right now, when i create a list that specifies in the filter that i want to pull all prospects assigned to one fundraiser, it shows in one column multiple fundraisers. It doesn't bother me but a lot of my staff have an issue that they cannot only just see their prospects and don't care to know about the other fundraisers assigned to the prospect. It also pulls a fundraiser whose relationship has ended. There is no need to see passed fundraisers and this needs to be cleaned up.
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Guest
- Jun 14 2019
Related ideas
I had the same issue. You can get the current fundraiser by using an Export. For the Assigned Solicitors follow these steps:
1. Select "Primary" as the Solicitor Type
2. Assigned Solicitors to export should be "2"
3. Order by "Date To" and "Ascending"
Support told me: "Even if only one assigned solicitor is desired, at least 2 must be exported for the sort option to function. Otherwise, only the first one found will export...you will need to clean the export in excel after that." (meaning if a second solicitor is listed in another column, you will want to delete them).
This should give you the current fundraisers listed in one column.