I need to make someone a fundraiser in the RE NXT Web View.
I don't have Raiser's Edge Database View access. How can I make a constituent a solicitor in the Web View?
From The Raiser's Edge Web View:
Search for the desired constituent record.
At the top of their record, locate the Mark as... button.
Click on Mark as...
Note: Web View Fundraiser is the same as Database View Solicitor. This is the same process as marking a constituent as a solicitor Database View. Marking as a Web View Fundraiser also updates the Solicitor checkbox in the Database View.