Where does the Assigned Solicitor Assignments Live in NXT

Lanetta Gilder

Its a Mystery & I can't seem to solve it! In database view, I can see the "assignments" under the solicitor details (lower right hand corner of Bio1) but in WebView, where does it live? Does it even exist? Looks like NOT! What's the deal? Please help & thanks!

Monique Cunningham Sims

Greetings,


You can see a solicitor's assignments in the Web View by going into the Fundraising menu, then the Work Center and clicking on their Portfolio tab. You have the option to change the fundraiser to see a specific solicitor's assignments or you can view all solicitors, depending on how your security is set up. Our fundraisers can only see their own portfolios, but as our Information and Database Manager I have access to see everyone's, but you do have the option to allow everyone to see everyone's portfolio.


Hope this helps!