1. Click the Mark as... option on a constituent record in the Web View.
2. Choose fundraiser
In Raiser's Edge (RE) database view, a constituent is marked as a solicitor and their RE username is linked to a solicitor's constituent record.
If these updates are made in the database view, allow time for this to sync to the RE NXT web view.
- A fundraiser in the RE NXT web view is the same as the solicitor in the Raiser's Edge database view.
- If you want to remove a solicitor from appearing from the drop-down, mark the solicitor as inactive in the database view.
- For more information about Work Centers please visit the user guides or click the icon at the top right corner in Raiser's Edge NXT for the Help Widget.
- Visit the Raiser's Edge NXT Community for additional information and interaction with other users.