Fundraisers on Opportunities do not export correctly for reporting and tracking

We sometimes have more than one fundraiser listed on an Opportunity. For us, the first solicitor is the Primary and any others are "assisting" (because there is no field to designate fundraiser status in Opportunity). We are finding that NXT doesn't necessarily use solicitors in the order they are entered which causes reporting errors. Opportunity Assigned to displays in alpha order - not entry order

In database view the solicitor entry order is correct but if a gift officer changes an opportunity status or moves an opportunity from open to pending in NXT, the database view order changes to match the NXT order. Has anyone figured out how to maintain solicitor integrity with multiple solicitors in Opportunities?

  • Deb Dressely
  • Oct 1 2021
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